by Jim Stackpool | Dec 8, 2022 | Advice Conversations, advisers v distributors, Best Interests, Business Performance, Business Planning, Client Offerings, difficult conversations, Future of Financial Advice, Leadership, Measures of Success, Ongoing Relationships, perfectionism, Pricing Advice, Separation of advice from product, Successful On Purpose, What Price Value, worth
Listened to any of Pushkin’s podcasts? They pump out some great ones. A favourite is “The Happiness Lab”, which lives up to a promise showing how our brains are not always our best guides for our well-being or progress. Another one – “Against the Rules” – is just as...
by Jim Stackpool | Nov 24, 2022 | Advice is not a Product, best practice, Business Planning, Client Offerings, future of advice, Future of Financial Advice, Leadership, Mindsets, Pricing Advice, valuable advice, Value of Advice, Value Proposition, What Price Value
We’ve been looking at rural properties. One near Little Hartley looks special. Why? It sounds ridiculous, but it’s the driveway. It has a long, winding, tree-lined driveway lined with well-established liquid ambers. As you near the home, the trees open...
by Jim Stackpool | Sep 1, 2022 | Brand Development, Certainty Advice, Client Offerings, future of advice, Future of Financial Advice, Pricing Advice, Pricing Committees, What Price Value
I had a coffee with a ‘comparer’ last week. Although busier than ever, he was bewildered by a response from a significant prospect. He had pitched an advice strategy that would have saved the prospect tens of thousands of dollars in the first twelve months...
by Jim Stackpool | Aug 18, 2021 | Corporations Act, Financial Governance, Future of Financial Advice, Leadership, Separation of advice from product, Value of Advice, What Price Value
What is advice? Advice isn’t information. Information is a cog within an advice framework, much like cogs within a watch. Technically, it’s crucial to understand the performance of each cog, but by itself, information can add to the confusion of the advisee who...
