by Jim Stackpool | May 19, 2014 | Case Studies, Fee For Service, Leadership, Value Proposition
It was a simple question and I knew I didn’t do it justice when it was asked. In fact, I didn’t realise it’s significant until afterwards. I blurted out a quick response which didn’t properly answer it. I’ve thought about it since. In fact, I’ve thought a lot about...
by Jim Stackpool | May 5, 2014 | Future of Financial Advice, Leadership, Value Proposition, Wealth Management
Brad Cooper – chief executive of Australia’s BT Financial Group (a division of Westpac Bank) provided insightful observations in the Australian Financial Review last week regarding shifts in the UK financial advice market and potential implications for our market here...
by Jim Stackpool | Apr 14, 2014 | Leadership, Mindsets, Planning, Talent
Ready? Are we ever ready for new things? In retrospect, don’t all of our attempts at new things suck initially? Were you ready for your first child? Were you ready for your first ever client? Were you ready for your first ever employee? Were you ready for the...
by Jim Stackpool | Aug 28, 2012 | Client Offerings, Leadership, Mindsets, Successful On Purpose
Financial uncertainty is thriving. Thriving, almost out of control it seems, unlike any period in our current generation. It’s largely due to the lack of leadership. It’s tricky being a leaders when things are uncertain. Whilst we can have little effect on the...
by Jim Stackpool | Jun 12, 2012 | Client Offerings, Competitive pressures, Future of Financial Advice, Leadership, Successful On Purpose
What would your financial advice business look like without it’s on-going revenue? Can you remember back before mid-1990’s when most revenue in financial services was up-front? Can you remember what that was like? Could you and your business go back there (and would...
