by Jim Stackpool | May 11, 2026 | Advice Clients, Advice Conversations, advice skills, best practice, Certainty Advice, client conversations, Client Meetings, Complexity, Consultative Approach, Delivering Value, Meetings, Quality Advice, skills, valuable advice, Valuable Lessons, value, Value of Advice
“We just want flexibility.” “We’d like some options.” “We haven’t really thought about the details yet.” Advice teams have heard versions of these responses from hundreds of clients, probably hundreds of times. And if you’re like most advice teams, you’ve accepted...
by Jim Stackpool | Apr 20, 2026 | adviser fees, Business Performance, Career Management, Certainty Advice, Consultative Approach, Cultivating Advice workshops, Delivering Value, Fee For Service, Leadership, Pricing Advice, Pricing Committees, uplifts, valuable advice, Value of Advice, Value Proposition
Four partners. A well-regarded firm in Perth’s western suburbs. Two majority partners are quietly lifting their fees. Clients staying. Clients paying. Clients value the advice relationship at rates well above inflation. Two minority partners are watching. And refusing...
by Jim Stackpool | Apr 13, 2026 | Advice Conversations, advice skills, AI, best practice, Certainty Advice, Consultative Approach, Cultivating Advice workshops, Delivering Value, future of advice, Greater Good, LIfe Choices, Public Good, skills, Transformative Advice, valuable advice, value, Value of Advice, Value Proposition, Wealth Management
With the Middle East conflict pushing fuel prices to $3.50 a litre, cost-of-living decisions are changing daily lives. They have to. The headlines are constant. Their narrative tightens the pressure on short and long-term hopes. They also hide alternative ways to get...
by Jim Stackpool | Oct 7, 2025 | Advice Conversations, Best Interests, client conversations, Client Meetings, Consultative Approach, Delivering Value, Meetings, Quality Advice, valuable advice, value, Value of Advice
Helen is 26. If you can only take one thing into client and prospect meetings, take a tip from Helen. Technically, she is a paraplanner. Professionally, she is a principal adviser. What’s the difference? Focus. Let me explain. Last week, Helen prepped to perform...
by Jim Stackpool | Oct 20, 2024 | Advice is not a Product, Advice Products, advisers v distributors, AI, Best Interests, Conflict of Interest, Future of Financial Advice, Hayne Royal Commission, LIfe Choices, Separation of advice from product, Serve the Greater Good, Value of Advice, Value Proposition
$88 Advice? Welcome to the future. Financial providers are releasing new advice offerings in response to the first tranche of the Delivering Better Financial Outcomes legislation. An annual $88 will give Colonial First State (sorry, firewalled) superannuation members...
by Jim Stackpool | Jul 18, 2024 | Advice Conversations, Advice is not a Product, Best Interests, best practice, Certainty Advice, future of advice, Future of Financial Advice, Measures of Success, Mindsets, perfectionism, Professionalism, Value of Advice, Value Proposition
I have a weird memory. Particularly for far too many old TV ads. Joe the Gadget man. You need Palmolive Gold. Mrs Marsh’s Chalk. Louie the Fly. It gets weirder. Sometimes, my brain replays, re-visualising an old commercial during random conversations. This happened...
