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...
by Jim Stackpool | Dec 2, 2021 | best practice, Uncategorized, valuable advice, Valuable Lessons, value, Value of Advice, worth
If you took some time to consider what are the “first things” in your business life, what would be your response? Think about it for a second. I remember attending a lecture by Roger Merrill soon after I started my business in early 1990’s. Merrill...
by Jim Stackpool | Nov 23, 2021 | Uncategorized
Read Dan and Chip Heath’s 2017 book – The Power of Moments? For advisory teams who believe their growth is attached to their client’s growth, it’s a good read. If you only read one chapter, start at Chapter 6 – Stretch for Insight. It...
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...
