by Jim Stackpool | Feb 29, 2012 | Engagements, Future of Financial Advice
The Government should not be interfering with how professional financial advisers charge their clients. Really? This is one of the many arguments against the proposed Opt-in provisions in the Future of Financial Advice (FOFA) legislation. The argument is a tad ironic...
by Jim Stackpool | Mar 1, 2009 | Client Care, Client Offerings, No-Advice Products, Stock Market, Wealth Management
No one is cocky about managing their financial affairs today. That’s exactly why current conditions provide a once in a decade opportunity to stand out as an adviser. Given this opportunity, why aren’t the majority of advisory firms booming? Why aren’t they adding new...
by Jim Stackpool | Feb 1, 2007 | Business Performance, Measures of Success
Add these four points to your resolutions for 2007. 1. ASIC – Expect the unexpected: Mr Jeffrey Lucy – head of ASIC – asked us the question “Whose side are you on?” at the last year’s FPA conference. He made very strong points including: “…[client] satisfaction alone...
