by Jim Stackpool | Mar 2, 2026 | Access Price, Activity v Productivity, Advice Clients, advice skills, adviser fees, Business Performance, Business Planning, Certainty Advice, Client Care, Client Meetings, Consequences, Consultative Approach, Delivering Value, Meetings, Mindsets, Quality Advice, strategy, Success Stories, Successful On Purpose, Transformations, Trust Skilling, valuable advice, Valuable Lessons, value, Wealth Management
The principals at one of our comprehensive advice firms based in Redcliffe had a problem. They were charging $15,000 for new clients. Their four associate advisers were signing new clients closer to $6,000-$8,000 for their new clients. Clients would ask: “Will I...
by Jim Stackpool | Feb 23, 2026 | Access Price, Activity v Productivity, Capacity-To-Serve, Career Management, LIfe Choices, Success Stories, Valuable Lessons
Meg runs a boutique advice firm on the NSW South Coast. Late forties. Divorced. Twin teenage daughters, both talented triathletes and keen surf club competitors. She is independent-minded. Self-licensed. Fitness fanatic herself – former junior gymkhana champion,...
by Jim Stackpool | Feb 16, 2026 | Access Price, adviser fees, capacity to serve, Complexity, Delivering Value, value, Value Proposition, worth
Last week, I told you about a recent client – Carlos, the 50-year-old Melbourne-based writer who agreed to a $12,000 engagement for an advice relationship despite having only $135,000 in super. Advisers Matt and Kath could charge that fee because their fees are...
by Jim Stackpool | Feb 2, 2026 | Access Price, adviser fees, Pricing Advice, Wealth Management
Last month, Joe and Tom from Canberra engaged three new clients. The minimum annual fees for all three were the same – $12,000+gst. For Joe and Tom, it doesn’t matter if the prospect meets with a junior or senior adviser, nor does it matter if the original...
by Jim Stackpool | Aug 18, 2025 | Access Price
Advice firm access fees work like a golf club membership. Regardless of whether I play once or twenty times a year, I pay the same annual fee for access to the club. This is an access fee. This doesn’t cover lessons, fees, gear or drinks on the 19th – but...
by Jim Stackpool | Nov 3, 2022 | Access Price, Advice is not a Product, best practice, Brand Development, Business Performance, Business Planning, Certainty Advice, Client Offerings, Consultative Approach, future of advice, Future of Financial Advice, Hayne Royal Commission, Leadership, Mindsets, Professionalism, Regulators, Value Proposition
I used to sell shoes. Florsheim shoes. I thought I was pretty good at it. However, my mates used to say anyone could sell shoes when the shop is just outside the foyer of a Hilton Hotel. “What do you expect? If you’re going to sell fancy shoes, you’re in the perfect...
