by Jim Stackpool | Aug 26, 2020 | Advice Clients, Best Interests, Business Performance, Certainty Advice, Client Offerings, Consultative Approach, Covid-19, fakeadvice, Future of Financial Advice, Leadership, Mindsets, Value of Advice
I love flying. Always have. Long flights, short trips, big planes, tiny ones, hang-gliders, choppers. When I was a kid, Dad would sometimes drive out to a small park on the Cooks River which bordered Mascot airport to watch the arrivals and departures. From there you...
by James Stackpool | Jun 29, 2020 | Advice Clients, Best Interests, Client Offerings, Consultative Approach, Covid-19, Hayne Royal Commission, Leadership, Measures of Success, Paradigm, Professionalism, value, Value of Advice
Congratulations to the recently announced Top 100 Financial Advisers for 2020. After exhaustive research and analysis by The Australian and Barrons, this list of talent represent the best in Australia. They deserve their accolades as do all high achievers and leaders...
by James 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 James Stackpool | May 22, 2020 | Business Performance, Certainty Advice, Value of Advice, Value Proposition
Unlike zoos, most financial advisers believe they will emerge from this Covid-19 experience stronger. The imposed lessons of offering flexible workplaces, the insights of client meetings via video links, the no commuting for clients and team members, while still...
by James Stackpool | Mar 19, 2020 | Client Offerings, crisis management, Future of Financial Advice, Leadership, value, Value of Advice, Value Proposition
What Warren Buffet is for investors, Abraham Maslow is for financial advisers. But it’s easy to forget that in these weird times. I certainly didn’t grasp the power of his theory of motivations forty years ago packed up the back of a crowded Carslaw lecture theatre....
by Jim Stackpool | Feb 9, 2020 | Business Performance, Certainty Advice, Future of Financial Advice, Leadership, Mindsets, Professionalism, Success Stories, Successful On Purpose, Talent, Value of Advice, Value Proposition
“There’s so much opportunity for financial advisers in today’s market”. Samantha Albiez is Senior Adviser with Bravium, a self-licensed boutique advisory firm in downtown Braddon, Canberra. The firm specialises in SME owners, young families, busy professionals and...
