by James Stackpool | Jul 14, 2020 | Client Offerings, Future of Financial Advice, Leadership, Mindsets, Value Proposition
Would you regard a product recommendation from a Toyota dealer or Apple store as ‘advice’? Do you think bias makes a recommendation less valuable? Do you think it matters? Consider the ‘advice’ members of Australia’s second largest Superannuation Fund – QSuper – will...
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 | Jun 1, 2020 | advisers v distributors, Certainty Advice, Leadership, Paradigm, Value Proposition
What’s appealing about Elon Musk? His car company defies market logic with valuations of 4x revenue while companies far more established and experienced clamour for valuations at fractions of their revenue (see Prof Galloway). His space exploits are creating...
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 | Apr 1, 2020 | Advice Clients, Consultative Approach, crisis management, Financial Stress, Leadership, Mindsets, Value Proposition
Health care is being re-defined. Massive innovation, collaboration, education, distribution, awareness, exhaustion. And bravery. Bravery continuing to serve the best health interests of patients, co-workers, community, and own family members while risking their own...
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....
