by Jim Stackpool | Jun 16, 2021 | Best Interests, best practice, Business Planning, Client Care, Growth Stress, Minimum Fees, Pro Bono, Public Good
Margie contacted me seeking advice. She had an extraordinary business model built upon one of the most fanatical commitment to serve her clients, I’ve seen. SERVING THE PUBLIC GOOD For her own reasons, Margie preferred to spend the first few meetings with...
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 | May 30, 2017 | Advice Clients, Client Meetings, Consultative Approach, Leadership, Meetings, Value Proposition
While money is the most pressing problem to all our clients, it’s surprising how few Australians are engaged in the financial advice industry. How can the same industry devoted to helping people make sound decisions around money turn everyone off so much? I believe...
by Jim Stackpool | Nov 6, 2015 | Measures of Success, Mindsets, Strategic Alliances, Vertical Integration
Tell me if this ‘mutually beneficial relationship’ sounds familiar: You have a new relationship with an accounting firm with great prospects. With five partners, a good name, and a similar culture to yours, there’s no reason why you shouldn’t provide wealth advice to...
by Jim Stackpool | Feb 23, 2015 | Client Meetings, Client Offerings, Consultative Approach, Engagements, Leadership, Meetings
There’s something about a burning smell that’s hard to ignore. Instinctively, that smell distracts us until we can locate the cause or origin. Which is why it’s SO important to address anything that might be ‘burning’ in the financial lives of our clients as soon as...
