by Jim Stackpool | Aug 16, 2022 | best practice, Brand Development, Business Performance, Business Planning, Career Management, Future of Financial Advice, growth, Growth Stress, Leadership, Measures of Success, perfectionism, Priorities, Productivity, Professionalism, Profitability, stages of growth, Successful On Purpose, Uncategorized, underdelegation
Know any Texans? If you have to think about it, the answer is probably no. These guys stand out. I’ve been there several times and have never met a timid one. In the early 1980s, I worked in a small Australian software firm founded by Bruce – a tall, lanky...
by Jim Stackpool | Jul 7, 2022 | best practice, Business Performance, Business Planning, Career Management, future of advice, Greater Good, Growth Stress, Hierarchy of Uncertainty, Leadership, Leverage, Measures of Success, Methodical, Planning, Priorities, Productivity, Professionalism, Profitability, Quality Advice, stages of growth, Successful On Purpose
“I just want a handful of good clients without all the stress and grief.” This was from the principal of a well-established firm with a fast-growing team. It is a common situation facing owners who appear to have built a successful advisory firm but who...
by Jim Stackpool | Jun 22, 2022 | best practice, Business Performance, Business Planning, Complexity, Growth Stress, Leadership, LIfe Choices, Priorities, stages of growth, Successful On Purpose, Uncertainty, Valuable Lessons, wobble theory
With apologies to my first favourite author – Dr Seuss. No is no foe to grow. For grow without no is the toughest of grows. In his book “The Cat In The Hat Comes Back”, Cats A through Y unleashed incremental mayhem until the tiniest Cat Z makes...
by Jim Stackpool | May 11, 2022 | advisers v distributors, Best Interests, Certainty Advice, client conversations, Leadership, Ongoing Relationships, Planning, Priorities, Royal Commission, Uncategorized, Value of Advice, Value Proposition
Seen the Red Bull ‘gives you wings’ ads? Whether you like the drink or not, Red Bull’s advertising clearly aims to inspire people to achieve more in their lives. A similar message for financial advice. ACHIEVE MORE Valuable advice provides clients...
by Jim Stackpool | Apr 20, 2022 | Advice Clients, Future of Financial Advice, Leadership, Measures of Success, Mindsets, Priorities, stages of growth
I doubt there is such a thing as ‘the ideal advice client’. The continual changes in regulations, alliances, networks, competitions, suppliers and markets make a clear definition difficult. Internally too, a firm’s experience, expertise, systems, teams and existing...
by Jim Stackpool | Jun 30, 2021 | Case Studies, growth, Growth Stress, Mindsets, Priorities, Uncertainty
Jeff used to be ambitious. But now it is more frustration. Just as his advice business was about to attain a projected revenue growth set years prior, it wasn’t the sort of growth he was enjoying. He was the young principal with three partners in a $3 million...
