by Jim Stackpool | Jul 1, 2010 | Client Care, Client Offerings, Financial Complexity, Stock Market
Financial advice is only required when people lack financial certainty. Considering the heap of uncertainty in the financial world at present, I wonder why the advice revenues of financial advisory firms aren’t increasing at a pace like that of revenues generated from...
by Jim Stackpool | Sep 1, 2009 | Advice Products, Client Care, Client Offerings, Leverage, Planning, Stock Market, Trust Skilling
As confidence in our economic recovery improves, confidence in our financial planning industry seems to be getting worse. As events unfolded last year, clients generally remained loyal to their planners, recognising that most of the greedy, reckless antics causing the...
by Jim Stackpool | Apr 1, 2009 | Business Performance, Client Care, Leadership, Stock Market
Advisers are constantly telling me how hard it is to make money in this marketplace. For me, there are two distinct markets operating at the moment. One is developing nicely, taking on more clients, and looking for more advisory staff. The other is considering cutting...
by Jim Stackpool | Mar 1, 2009 | Client Care, Client Offerings, No-Advice Products, Stock Market, Wealth Management
No one is cocky about managing their financial affairs today. That’s exactly why current conditions provide a once in a decade opportunity to stand out as an adviser. Given this opportunity, why aren’t the majority of advisory firms booming? Why aren’t they adding new...
by Jim Stackpool | Mar 1, 2008 | Advice Products, Stock Market, Wealth Management
Wow, what a start to a new year. We’re nearly at the end of the first quarter of calendar 2008 and we seem to be in whole new territory. Perpetual Investments tell us we had the worst start to a stock market calendar trading year in more than 130 years (“Warning After...
