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 | Jul 27, 2022 | Advice is not a Product, Certainty Advice, Delivering Value, Engagements, Financial Paths, future of advice, Future of Financial Advice, Impact, Leadership, LIfe Choices, Methodical, Professionalism, Quality Advice, Serve the Greater Good, Successful On Purpose, valuable advice, Value of Advice, Value Proposition
I reckon Shaftesbury Avenue was one of Australia’s greatest weight-for-age horses. Although dominated in handicapped races of the early 1990s by another great horse, Super Impose, I have always believed Shaftesbury was a better horse. I’m biased. My...
by Jim Stackpool | Jul 14, 2022 | Advice Clients, Advice is not a Product, Advice Products, Best Interests, Brand Development, Certainty Advice, client conversations, Complexity, Consistent, Consultative Approach, Delivering Value, Engagements, Financial Complexity, Financial Governance, future of advice, Greater Good, Hayne Royal Commission, Impact, Leadership, Professionalism, Serve the Greater Good, valuable advice, Value Proposition
I used to coach a guy I call Adviser Tony. Nice guy, experienced, founder of a successful advisory firm and well-respected in the advice industry. Tony once told me that when his clients ever squabbled about how they wanted to spend their retirement monies, he...
by Jim Stackpool | Feb 25, 2022 | Certainty Advice, client conversations, Competitive pressures, Consultative Approach, Corporations Act, Future of Financial Advice, Leadership, Separation of advice from product, Uncategorized, Value Proposition, Vertical Integration
Know any life and personal insurance agents? My first training workshop was full of them. That was November 1989 at Greenmount Resort, Coolangatta. My “Agent as a Business Person” workshop aimed to assist attendees with the opportunities created by the...
by Jim Stackpool | Jul 24, 2019 | Best Interests, Mindsets, Professionalism, Value Proposition, Wealth Management
President Trump resets standards tweet by tweet. Telling four Democratic congresswomen to ‘go back’ to where they came sets new expectations of how the world’s most powerful office deals with a contrary opinion. Last week, new standards of governance were recommended...
by Jim Stackpool | Jan 9, 2019 | Client Meetings, Hayne Royal Commission, Pricing Advice, Value Proposition
Have you read Robert Cialdini’s book Influence? Great book. I re-read it over Christmas. It reminded me of the influential ‘short-cuts’ in our lives. Those psychologically engrained triggers we each develop that either warn, encourage, hinder or help us quickly make...
