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 | May 17, 2022 | Advice Clients, Financial Complexity, Financial Paths, future of advice, Future of Financial Advice, Greater Good, Leadership, Mindsets, Releasing Clients, Serve the Greater Good, Uncertainty, Value Proposition
I love planes. I firstly obtained a gliders license in an old Blanik soaring above Narromine in 1980. I qualified for my private fixed-wing pilot license in 1984 at Camden airport when paddocks and chicken sheds still surrounded it, and later a commercial helicopter...
by Jim Stackpool | Jun 3, 2019 | Client Care, Client Offerings, Wealth Management
I love flying. Always getting distracted by overhead planes, I’m regularly tuning into flight radar to check out stuff. Obtained my fixed and rotary wing license thirty years ago and would have the world aeronautical charts up on my walls if the family let me. The...
