by Jim Stackpool | Oct 30, 2018 | Best Interests, Client Offerings, Consultative Approach, Future of Financial Advice, Hayne Royal Commission, Mindsets, Pricing Advice, Professionalism, Value Proposition
Presume, like me, you looking to buy a new car. I prefer Toyotas. Why? They do the job I need. They are reliable. They are everywhere. My twenty-something kids will be safe in them, they can’t do too much damage to them, parts are not ridiculously priced, and...
by Jim Stackpool | Sep 20, 2018 | Advice Clients, Advice Products, advisers v distributors, Certainty Advice, language, Meetings, Mindsets
How do you know you’re having good financial advice conversations? What are the things to listen out for, to query, or to notice to confirm you having good advice conversations to ensure you’re on track for your best possible financial...
by Jim Stackpool | Sep 12, 2018 | advisers v distributors, Certainty Advice, Consultative Approach, Fee For Service, Future of Financial Advice, Mindsets, Pricing Advice, Royal Commission, Value Proposition
For many inevitable reasons, traditional financial advice models are changing. To date, there have been two main aspects underpinning the delivery of personal financial advice. These two aspects have been the amount of money an individual has, and the financial...
by Jim Stackpool | Apr 6, 2018 | Case Studies, Client Care, Client Offerings, Consultative Approach, Future of Financial Advice, Leadership, Mindsets, Professionalism
Penny works within a busy accounting and financial planning firm in Brisbane. Raised and spent most of her adult life in the small country town near Toowoomba, she knows all about close-knit Australian communities and how important they can be for each other....
by Jim Stackpool | Mar 5, 2018 | Client Meetings, Client Offerings, Consultative Approach, Engagements, Meetings, Successful On Purpose
What are the secrets to consistent and successful delivery of your most important client meetings? Firstly, rapport-building is over-rated. Whilst I agree that rapport provides a vital oil between all successful relationships, I reckon too many advisers use rapport...
