by Jim Stackpool | Dec 20, 2023 | Advice is not a Product, advisers v distributors, Conflict of Interest, Delivering Value, Future of Financial Advice, Serve the Greater Good
I spent many Saturday mornings at Harry’s Hardware on Whistler Street in downtown Manly after Anna and I bought our “renovator’s delight” on Manly flat. Harry had an old-style cluttered store when hardware stores used to be as common as...
by Jim Stackpool | Jul 27, 2023 | Advice is not a Product, advisers v distributors, Brand Development, Conflict of Interest, Consequences, future of advice, Future of Financial Advice, Hayne Royal Commission, Leadership, Public Good, Quality Advice, Royal Commission, Serve the Greater Good
The problem with super is super. Since the 2002 Financial Services Review, there have been at least a dozen enquiries, commissions and reviews into Australia’s superannuation, insurance, investment, and financial services industries. Last week APRA and ASIC jointly...
by Jim Stackpool | Jun 27, 2023 | Advice is not a Product, advisers v distributors, Best Interests, Brand Development, Commoditisation, Conflict of Interest, Consequences, future of advice, Future of Financial Advice, Leadership, Public Good, Separation of advice from product
Amazon Advice is coming to a screen near you. It is already happening. Wesfarmers recently bought a large telehealth business – Instantscripts – for $135m. This purchase was in addition to the company’s $1B acquisition of the Priceline Pharmacy chain...
by Jim Stackpool | May 4, 2023 | Advice is not a Product, advisers v distributors, Conflict of Interest, Corporations Act, Future of Financial Advice, Hayne Royal Commission, Leadership
If plumbers need new pipes, and if the cobbler’s kids need new shoes, does it follow that a lawyer needs new laws? Maybe. Michelle Levy’s three-page plea to the government to adopt her Quality of Advice Review recommendations in this week’s AFR is a...
by Jim Stackpool | Apr 18, 2023 | best practice, Business Performance, Business Planning, future of advice, Future of Financial Advice, Priorities, Prioritisation, stages of growth, Successful On Purpose, Systemisation, wobble theory
Michael Gerber was right. Systems can improve every aspect of our work lives by providing the necessary frameworks to help busy technicians create solid businesses. Gerber’s book – “The E-Myth Revisited”- created a new language for small...
