Jim Stackpool

Adviser to Advisers.
Reshaping Australia’s advice industry by fully separating financial products from financial advice.

[Jim Stackpool @jstackpool]

@ZohoCares Is Zoho CRM down? I'm in Australia?

[Jim Stackpool @jstackpool]

Are you at or near capacity? Too busy on everyone else's priorities and not your own?

Congratulations you're normal.

But growth is not always valuable growth.

Bigger isn’t better.

Better is better.

Register today: https://t.co/HnJvbVHv5T
#financialservices #financialadvice

[Jim Stackpool @jstackpool]

Without times of extraordinary efforts, advisory firms fall into a phase of stagnation hoping their growing activity is also growing their long-term prosperity.

What do you reckon?

#financialadvice #financialservices

https://t.co/jFw5pHberE

[Jim Stackpool @jstackpool]

As the advice industry faces a coming decade of re-skilling starting from the top, the themes of flexibility, belonging and commitment are as essential as ever.

#FinancialServices #financialadvice

[Jim Stackpool @jstackpool]

How will you fund your growth, manage your capacity, price your #advice and build careers and firms that prosper for the coming new era of #valuableadvice?

Let's discuss w/ other advisory teams on our Feb 24th Pricing with Certainty Workshop.

More info: https://t.co/4ir150Jva6

[Jim Stackpool @jstackpool]

It is incredible what can happen when good advisers trust most of their clients to value what they do for them.

#financialservices #financialadvice

[Jim Stackpool @jstackpool]

Exiting red zones requires support.

Support for our vulnerabilities when we don’t know the answers, when we or our mindsets can be the problem, or when our past successes are hindering future progress.

What do you reckon?

#FinancialServices

https://t.co/LD9f2MDtqu

[Jim Stackpool @jstackpool]

All growing firms and careers encounter inevitable red zones.

Red zones don’t kill careers or firms.

Unfortunately, they can be worse.

Left untreated, they can paralyse careers and firms by sucking much energy and enthusiasm, making the day-to-day increasingly hard-going.

[Jim Stackpool @jstackpool]

The benefits advisory teams should sell are less about their price or service differentiators, and more about the valuable consequences and options that will ensure better financial lives for clients.

What do you reckon?

#FinancialServices

[Jim Stackpool @jstackpool]

Many advisers price their services as if the most crucial difference is how their fees compare to competitors or colleagues across the corridor, town, or country.

#financialadvice #financialplanning

[Jim Stackpool @jstackpool]

While many factors create the correct fee, the more detailed, aligned and specific advisers and their prospects are on the value they are both working towards, the greater the reasons for engagement, the value and the fee.

What do you reckon?
#FinancialServices #financialadvice

[Jim Stackpool @jstackpool]

Do you ask your doctor what her fees will be next year?

No, neither do I.

Why do clients ask what the future ongoing fees will be for their financial advisers?

Read on...

#financialservices #financialadvice

https://t.co/GKujcKhVTA

[Jim Stackpool @jstackpool]

What is good advice?

Is it cheap advice?

Is it easy to implement advice?

Is it advice that saves time or money?

Is it advice from a trusted friend?

Is it advice from an experienced, qualified adviser?

What do you reckon?

#financialadvice #financialservices

[Jim Stackpool @jstackpool]

When asked about next year's fee:
For product advisers, the answer will be either a flat fee or a percentage fee based on the amount of funds invested.

For comprehensive advisers, the answer will be like their doctor’s - "it depends upon the value sought next year".

#finServ

[Jim Stackpool @jstackpool]

There are no ‘right’ pricing minimums, but common principles underpin each firm’s minimum pricing precedents.

Register now!
NON-CLIENTS
$89+GST: https://t.co/pBCTYNqgcB

CERTAINTY CLIENTS
FREE: https://t.co/pMOtMfNGhI

#financialservices #financialadvice

[Jim Stackpool @jstackpool]

This Certainty Roundtable session will help your firm implement effective minimum pricing models considering the changes in client segmentation models, pro bono, new and existing clients.

Free registration here: https://t.co/UhTU0wOmuD

#financialservices #financialadvice

[Jim Stackpool @jstackpool]

Many advisers being Knowledge Professionals, fail to price themselves as Knowledge Professionals.

They feel more comfortable, obliged and constrained to price like Product Professionals.

#financialservices #financialplanning

[Jim Stackpool @jstackpool]

Advisers are Knowledge Professionals.

They sell intangible things like knowledge, support, care, objectivity, direction and relationships.

Accessing their knowledge, experience, and services come at a certain price. A price that can only be confirmed by the firm’s clients.

[Jim Stackpool @jstackpool]

Price is every advisory team’s best time management tool available.

#financialadvice #financialplanning

[Jim Stackpool @jstackpool]

The #1 role of a business plan is support.

Facing breakthroughs honestly, objectively, and collaboratively with supportive team members makes the tricky, new career leaps less challenging, less isolated and with greater potential for progress.

#businessplan