by Jim Stackpool | Jul 7, 2021 | advisers v distributors, best practice, Certainty Advice, Conflict of Interest, future of advice, Hidden Intent, Leadership, value, Value of Advice, Value Proposition
Marlboro Man was an influential figure last century. He sold a lot of cigarettes. He was the advertising character created by advertising company Leo Burnett in the 1950s to re-launch Marlboro cigarettes for a broader audience. The adverts were conceived to change the...
by Jim Stackpool | May 26, 2021 | Advice Clients, Best Interests, Business Performance, client conversations, Client Meetings, Client Offerings, Measures of Success, Meetings, Ongoing Relationships, Priorities, Uncategorized, value, Wealth Management
What kryptonite was to Superman, disrespect is to advice relationships. A few months ago one of my clients engaged a significant advice client. Prior to engaging, I worked with them to assist in the engagement and pricing. The prospect represented the type of advice...
by Jim Stackpool | Mar 3, 2021 | Advice Clients, Best Interests, Client Care, Client Offerings, Consultative Approach, Financial Complexity, Ongoing Relationships, value, Value Proposition
Marketers love a good slogan. Goals-based financial advice is a good example. Advisory firms sometimes differentiate themselves on their goals-based advice capability to understand and identify their advice client’s aspirations. Some institutional advisory...
by Jim Stackpool | Jan 27, 2021 | Client Care, Covid-19, Leadership, Professionalism, value
The impact of the 2020 coronavirus is immeasurable. What is measurable however is the impact of New Zealand’s Jacinda Ardern’s leadership overseeing her country’s response to the virus. Significantly too is the comparative measure of her country’s response compared to...
by Jim Stackpool | Jan 20, 2021 | Advice Clients, Business Performance, Business Planning, Client Offerings, Consultative Approach, Fee For Service, Pricing Advice, value, Value of Advice
Imagine a hole-buyer and a hole-digger met at the local hotel to discuss a much-sought-after hole. After a few drinks, the job is agreed with the digger starting as soon as possible. Next day the digger is on-site unloading the digging gear out the back of the digging...
by Jim 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...
