by Jim Stackpool | May 29, 2024 | advisers v distributors, client conversations, Client Meetings, Client Offerings, Separation of advice from product, Success Stories, Transformative Advice, valuable advice, value, Value of Advice, Value Proposition
What do advisers do? Maximise returns, protect risks, anticipate complexities, minimise costs, reduce stress, remove distractions, test assumptions, and change client’s long-term habits. Advisers are in the confidence business. They convert a client’s doubts into...
by Jim Stackpool | May 16, 2024 | Activity v Productivity, Advice Pods, advice skills, best practice, Client Meetings, Collaboration, Meetings, Transformative Advice, Value Proposition
4:52 pm March 23rd, 1995, will be special until my last breath. I had never been so elated before this moment. It was the birth of our first baby – Bec. At least half an hour later, as emotions settled, I wondered what had happened to our obstetrician. Nice guy,...
by Jim Stackpool | Jul 21, 2021 | Pricing Advice, Quote-To-Quote, Transformations, Transformative Advice, Uncategorized
Pre-covid, a client of mine was approached by one of their clients seeking assistance with a repatriation of business operations of a family member in Barcelona back to Australia. They sought to merge some of their fashion and textiles operations in Spain back to...
