by Jim Stackpool | Aug 24, 2023 | Advice Conversations, Advice is not a Product, advisers v distributors, Brand Development, Client Offerings, Conflict of Interest, Consequences, future of advice, Future of Financial Advice, Goals, Hayne Royal Commission, Leadership, Public Good, Quality Advice, Royal Commission, Serve the Greater Good, Value Proposition
Every August, I spend an evening at my old school answering questions from Year 11 students as they share their post-school career options. My sessions are generally Q&A events for kids interested in small businesses. Last week’s questions ranged from what...
by Jim Stackpool | Jul 27, 2023 | Advice is not a Product, advisers v distributors, Brand Development, Conflict of Interest, Consequences, future of advice, Future of Financial Advice, Hayne Royal Commission, Leadership, Public Good, Quality Advice, Royal Commission, Serve the Greater Good
The problem with super is super. Since the 2002 Financial Services Review, there have been at least a dozen enquiries, commissions and reviews into Australia’s superannuation, insurance, investment, and financial services industries. Last week APRA and ASIC jointly...
by Jim Stackpool | Jun 27, 2023 | Advice is not a Product, advisers v distributors, Best Interests, Brand Development, Commoditisation, Conflict of Interest, Consequences, future of advice, Future of Financial Advice, Leadership, Public Good, Separation of advice from product
Amazon Advice is coming to a screen near you. It is already happening. Wesfarmers recently bought a large telehealth business – Instantscripts – for $135m. This purchase was in addition to the company’s $1B acquisition of the Priceline Pharmacy chain...
by Jim Stackpool | Jul 20, 2022 | Advice is not a Product, advisers v distributors, Financial Paths, Hayne Royal Commission, Public Good, Separation of advice from product, Serve the Greater Good, valuable advice, Value of Advice, Value Proposition, Vertical Integration
I love trekking. I used to regard anyone walking with poles as a tad too keen. Now I’m one of those pole people. It is not just the poles. I’m discovering all sorts of great, weird stuff. For instance, I don’t know what it is, but I find the combination of conversing...
by Jim Stackpool | Jun 29, 2022 | Advice Clients, Advice Products, advisers v distributors, Best Interests, Brand Development, future of advice, Hayne Royal Commission, Leadership, Measures of Success, Public Good, Quality Advice, Separation of advice from product, Serve the Greater Good, valuable advice, Value of Advice, Value Proposition
Heard about Grameen Bank – the bank for the poor? It presents a powerful working model of trickle-up development. Founded in the mid-1970s by Muhammad Yunus in a country lacking first and second-world finance infrastructures, it has sprouted up in over 80,000...
by Jim Stackpool | Jun 15, 2022 | Advice Clients, Advice is not a Product, Best Interests, Brand Development, Business Planning, Certainty Advice, Conflict of Interest, fakeadvice, Financial Governance, Financial Paths, future of advice, Future of Financial Advice, Greater Good, Leadership, LIfe Choices, Measures of Success, Public Good, Separation of advice from product, Serve the Greater Good, valuable advice, Vertical Integration
I love the bush. I reckon it has something to do with my four grandparents being raised in NSW’s central west. It never ceases to amaze me how much I enjoy touring on unmarked open country roads with windows down and the elements whooshing in. Even when...
