by Jim Stackpool | May 11, 2022 | advisers v distributors, Best Interests, Certainty Advice, client conversations, Leadership, Ongoing Relationships, Planning, Priorities, Royal Commission, Uncategorized, Value of Advice, Value Proposition
Seen the Red Bull ‘gives you wings’ ads? Whether you like the drink or not, Red Bull’s advertising clearly aims to inspire people to achieve more in their lives. A similar message for financial advice. ACHIEVE MORE Valuable advice provides clients...
by Jim Stackpool | Mar 31, 2022 | growth, Measures of Success, Uncategorized
Back in 1985, I thought I found the perfect niche. Cattle breeders embracing technology. I had their perfect ‘solution’ – basically, it was me providing a XT twin-floppy computer complete with green screen, 256Kb of memory, meagre software, on-site...
by Jim Stackpool | Mar 9, 2022 | Hiring Team Members, recruiting, Uncategorized
I’ve long admired the business and advisory skills of Fausto Pastro. I’m grateful that I met him in 1995, relatively early in my consulting career as he epitomised the foundational principles needed to build great advisory firms. I was quoting him again...
by Jim Stackpool | Feb 25, 2022 | Certainty Advice, client conversations, Competitive pressures, Consultative Approach, Corporations Act, Future of Financial Advice, Leadership, Separation of advice from product, Uncategorized, Value Proposition, Vertical Integration
Know any life and personal insurance agents? My first training workshop was full of them. That was November 1989 at Greenmount Resort, Coolangatta. My “Agent as a Business Person” workshop aimed to assist attendees with the opportunities created by the...
by Jim Stackpool | Jan 24, 2022 | Client Offerings, Future of Financial Advice, Leadership, Uncategorized, Value Proposition
“The thing always happens that you believe in; and the belief in a thing makes it happen.” Frank Lloyd Wright I had this good advisory firm client north of Brisbane. They were delivering great advice. Their prospect list was growing. They were forging...
by Jim Stackpool | Jan 20, 2022 | Best Interests, Future of Financial Advice, Leadership, Mindsets, Uncategorized, Value Proposition
“…a skinny Black girl descended from slaves and raised by a single mother can dream of becoming president only to find herself reciting for one.” Flexibility is the new leadership means for advisory teams driving for prosperity in 2022. Particularly...
