by Jim Stackpool | Dec 20, 2023 | Advice is not a Product, advisers v distributors, Conflict of Interest, Delivering Value, Future of Financial Advice, Serve the Greater Good
I spent many Saturday mornings at Harry’s Hardware on Whistler Street in downtown Manly after Anna and I bought our “renovator’s delight” on Manly flat. Harry had an old-style cluttered store when hardware stores used to be as common as...
by Jim Stackpool | Feb 9, 2023 | Advice is not a Product, advisers v distributors, Future of Financial Advice, Leadership, Value of Advice
How much do you charge for a Statement of Advice (SOA)? Do you price based on complexity? Do you have a minimum fee regardless of complexity? Do you reimburse the SOA fee when the prospect becomes a client? CRUCIAL There is no question that SOAs are crucial when...
by Jim Stackpool | Feb 25, 2022 | Certainty Advice, client conversations, Competitive pressures, Consultative Approach, Corporations Act, Future of Financial Advice, Leadership, Separation of advice from product, Uncategorized, Value Proposition, Vertical Integration
Know any life and personal insurance agents? My first training workshop was full of them. That was November 1989 at Greenmount Resort, Coolangatta. My “Agent as a Business Person” workshop aimed to assist attendees with the opportunities created by the...
