by Jim Stackpool | Aug 10, 2022 | Advice is not a Product, Brand Development, Business Performance, Business Planning, Career Management, Certainty Advice, Commoditisation, de-brief meeting, dependency, Engagements, future of advice, Future of Financial Advice, Leadership, Leverage, Methodical, Mindsets, perfectionism, Productivity, Quality Advice, Rugged Individualist, Separation of advice from product, Serve the Greater Good, stages of growth, Talent
The old fisherman with the summertime job running the rusty merry-go-round on Terrigal Beach taught me how to rig my fishing lines. He reckoned there was only one fishing knot I’d ever need – the locked half-blood knot. While my mates say I’m wasting money...
by Jim Stackpool | Jun 16, 2020 | Covid-19, Planning, Talent, Uncategorized, Uncertainty, value, Value of Advice, Value Proposition
My son is addicted to art. Big time. Turn your back on him and he’s sketching something, leaving trails of charcoal fingerprints in unlikely places, getting lost in his own space. Even since he was five, his art has been his bliss (and frustration). Is his work...
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 | Apr 14, 2014 | Leadership, Mindsets, Planning, Talent
Ready? Are we ever ready for new things? In retrospect, don’t all of our attempts at new things suck initially? Were you ready for your first child? Were you ready for your first ever client? Were you ready for your first ever employee? Were you ready for the...
by Jim Stackpool | Apr 26, 2012 | Career Management, Leadership, Successful On Purpose, Talent
Yeah, times are tight. But its not an excuse to ignore the careers, aspirations, goals and hopes of your ‘up-and-coming’ talent. No 25-34 year old up-and-coming talent in your firm is going to peg their future on your ‘good intent’ or talk about their future potential...
by Jim Stackpool | Feb 14, 2011 | Career Management, Leadership, Talent
Ten years ago I ran a workshop on the topic of “Developing Your Team” (or some topic like that) for a group of about 20 advisers in Queensland all from a large national financial planning group. It was a disaster. I took the view (stupidly in retrospect)...
