by Jim Stackpool | Feb 9, 2020 | Business Performance, Certainty Advice, Future of Financial Advice, Leadership, Mindsets, Professionalism, Success Stories, Successful On Purpose, Talent, Value of Advice, Value Proposition
“There’s so much opportunity for financial advisers in today’s market”. Samantha Albiez is Senior Adviser with Bravium, a self-licensed boutique advisory firm in downtown Braddon, Canberra. The firm specialises in SME owners, young families, busy professionals and...
by Jim Stackpool | Mar 5, 2018 | Client Meetings, Client Offerings, Consultative Approach, Engagements, Meetings, Successful On Purpose
What are the secrets to consistent and successful delivery of your most important client meetings? Firstly, rapport-building is over-rated. Whilst I agree that rapport provides a vital oil between all successful relationships, I reckon too many advisers use rapport...
by Jim Stackpool | Feb 10, 2015 | Client Meetings, Consultative Approach, Engagements, Leadership, Successful On Purpose
In Part 1 of this series about the first five minutes of client meetings, I discussed the importance of “setting the context of the meeting” to effectively take control of important client engagement and progress meetings. The focus of Part 2 and second crucial...
by Jim Stackpool | Jun 16, 2014 | Advice Clients, Client Offerings, Competitive pressures, Leadership, Mindsets, Professionalism, Successful On Purpose
Do your clients deserve the best you can offer? Remember your first clients? Remember how hard you worked to really excel and hopefully earn their trust and future work? Back then you knew shoddy or late work would not provide the opportunities to get off the...
by Jim Stackpool | May 26, 2014 | Future of Financial Advice, Leadership, Successful On Purpose, Value Proposition, Wealth Management
You know that milk ad where the guy walks into his corner store asks the lady for milk? She blandly spiels out the multiple varieties of different milk. Having asked a simple question, the guy gets confused now not knowing which one is right for him. He just wants...
by Jim Stackpool | Mar 14, 2013 | Client Meetings, Successful On Purpose, Wealth Management
What is a ‘rich’ conversation? From my observations of firms that do them well, rich conversations differ from the majority of conversations in a number of ways. And they can be hard in the beginning. All of a sudden asking new (and existing) clients questions like...
