by Jim Stackpool | Aug 4, 2021 | Advice is not a Product, Financial data specialists, Separation of advice from product, Uncategorized
The Yir-Yoront were a nomadic mob of Australian Aborigines settled around the mouth of the Coleman River on the west coast of Queensland’s Cape York. When missionaries settled on the nearby Mitchell River in the early 1900s, the Yir-Yoront people were forever changed....
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...
by Jim Stackpool | Jun 1, 2021 | Client Offerings, Fee For Service, Ongoing Relationships, Pricing Advice, Uncategorized, Value Proposition
Access Price is similar to the fees I pay each year to my golf club. Regardless if I play once a year or multiple times a year, I need to pay this fee to gain access to the club, course and facilities. The access fee does not provide for lessons, special competition...
by Jim Stackpool | May 26, 2021 | Advice Clients, Best Interests, Business Performance, client conversations, Client Meetings, Client Offerings, Measures of Success, Meetings, Ongoing Relationships, Priorities, Uncategorized, value, Wealth Management
What kryptonite was to Superman, disrespect is to advice relationships. A few months ago one of my clients engaged a significant advice client. Prior to engaging, I worked with them to assist in the engagement and pricing. The prospect represented the type of advice...
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 | Mar 10, 2020 | Uncategorized
The toilet roll is an appropriate icon for the coronavirus. Like our confidence, we take our toilet rolls for granted. Until there are none left – all grabbed by fear. The same fear that steals our confidence. Add in the terrible elements of our social media habits,...
