by Jim Stackpool | Jun 13, 2019 | Best Interests, Client Offerings, Consultative Approach, Hayne Royal Commission, Hidden Pricing, Planning, Pricing Advice, Professionalism, Value Proposition, Wealth Management
My eldest daughter loved her first job. It was in our local video store during her last years at high school. Way back, she was always the one we had to drag out of the place by the collar of her Wiggles dressing gown every family video night. Her joy working there...
by Jim Stackpool | Jul 11, 2013 | Mindsets, Pricing Advice, Value Proposition
I ended my last post by asking you whether, if your role was not so much that of a ‘financial planner’ as a ‘financial project manager’ for your advice clients, you would still price just for your ‘bit’ of advice. One thing is becoming clearer to me. There are an...
by Jim Stackpool | May 14, 2013 | Advice Clients, Client Offerings, Value Proposition
Why are clients paying your financial advisory fees? Here’s some real examples taken from last week’s conversations between the advisers we work with and their clients: “I just want to stop worrying as to whether I can afford the basics…” “I just want to get away a...
by Jim Stackpool | Feb 27, 2013 | Case Studies, Referrals, Success Stories
Recently, Dieter Tode of Wealth Plus Solutions has been getting an impressive number of referrals coming through. So we quizzed him about his approach. When asked what he thought was the most important thing he’d done in the process of seeking referrals, Dieter said...
by Jim Stackpool | Jan 9, 2013 | Client Offerings, Niche Market, Value Proposition
In my last post (Part 1), I introduced you to my Uncle Martin and his enthusiastic approach to what he did as a specialist aeronautical engineer working for Qantas. I also commented that many of the financial planners I know take a similar approach to their work as my...
