by Jim Stackpool | Jun 12, 2019 | Best Interests, Certainty Advice, Conflict of Interest, Future of Financial Advice, Hayne Royal Commission, Leadership
Another election, another upset, another realisation. The realisation is that the pre-election polls distracted everyone from what quiet Australians were thinking. They were out of touch and a significant distraction. So be careful when you hear the first promises the...
by Jim Stackpool | Jan 2, 2019 | Certainty Advice, Conflict of Interest, Future of Financial Advice, Hayne Royal Commission, Mindsets, Royal Commission
I’ve always left a case of beer out for our garbos each Christmas. However, this year they were not able to accept it. It’s ‘not part of council’s new code of conduct’. Really? I value the job done by our garbos in the early hours every Tuesday morning. Value was...
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 | Jul 5, 2017 | Advice Clients, Business Performance, Client Care, Consultative Approach, Leadership, Mindsets, Value Proposition
Are you noticing more and more discussion about being an ‘independent’ adviser? Specifically the section 923a of Corporation Law definition of independent. Hats off to those advisers committed to the s923a road – it certainly is one far less travelled. The pursuit of...
