by Jim Stackpool | Feb 2, 2023 | Acquisitions, Advice is not a Product, Advice Products, advisers v distributors, Certainty Advice, future of advice, Future of Financial Advice, growth, Growth Stress, Mergers, Takeovers, Valuations, Value Proposition
I’m currently working with several firms considering a client base or business purchase. Each has different reasons. One wants to achieve more significant ‘economies of scale’. One wants to fill a gap in the range of expertise. One is on an...
by Jim Stackpool | Aug 4, 2022 | Advice Clients, Business Performance, Business Planning, Career Management, Competitive pressures, future of advice, Future of Financial Advice, Greater Good, Leadership, Productivity, Quality Advice, Serve the Greater Good, Transformations, Valuations, Value of Advice, Value Proposition
I love my vinyl record collection. It started when I discovered Electric Warrior in early ’76. The collection continues to grow despite Anna’s opinion that I’m a hoarder. Regular vinyl still beats the best digital sound – vinyl is so much bigger, brighter and better....
by Jim Stackpool | May 25, 2022 | Future of Financial Advice, Ideal Advice Client, Mindsets, Pricing Advice, Profitability, Quality Advice, Royal Commission, valuable advice, Valuations, value, Value of Advice, Value Proposition
During a pricing workshop last month at the Affinia conference on Hamilton Island (is that place the world capital for golf carts?), an adviser shared a fee problem. An aged care expert in his team could not reconcile charging an advice fee equivalent to the price of...
