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 | Aug 24, 2022 | Advice is not a Product, advisers v distributors, Brand Development, Case Studies, Commoditisation, Future of Financial Advice, growth, Growth Stress, Leadership, Separation of advice from product, stages of growth, worth
For different reasons, all our kids left home once they finished school. The eldest, the family’s best writer, went west to Bathurst to study marketing. The determined actress left Australia to chase opportunities in Vancouver’s film industry. The quiet achiever and...
by Jim Stackpool | Dec 2, 2021 | best practice, Uncategorized, valuable advice, Valuable Lessons, value, Value of Advice, worth
If you took some time to consider what are the “first things” in your business life, what would be your response? Think about it for a second. I remember attending a lecture by Roger Merrill soon after I started my business in early 1990’s. Merrill...
by Jim Stackpool | Jun 10, 2021 | Advice Clients, adviser fees, difficult conversations, future of advice, uplifts, worth
What to assume when a good client suddenly goes missing? Trying to arrange needed meetings to finalise new estate plans, a firm’s calls, emails and texts were unanswered. A meeting scheduled for a week back was postponed without a new date being set. The advisory...
