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 | Dec 15, 2025 | best practice, Business Performance, Business Planning, Capacity-To-Serve, Certainty Advice, Goals, growth, Growth Stress
Many advisers will plan 2026 the same way they planned 2025. Look at last year’s numbers. Add 15%. Call it growth. That’s not planning. That’s more of the same. Busier growth, not better growth. Better growth for 2026 starts with answering one...
by Jim Stackpool | Dec 8, 2025 | Business Planning, Capacity-To-Serve, growth, Growth Stress, stages of growth, Wealth Management
Henry’s firm hit $3 million last year. Revenue-wise, he is two years ahead of his post-Covid plans. New client flow is above expectations. He is growing. Two more client support in Vietnam have raised their headcount to fourteen. However. With more to manage, he is...
by Jim Stackpool | Sep 1, 2025 | Capacity-To-Serve, Median Fees
Owners of advice firms track plenty of numbers: total revenue, new revenue, recurring revenue, profit, new clients, funds under advice, active clients, and cost-to-serve. These traditional KPIs measure progress, returns, and growth effectively. But they don’t...
by Jim Stackpool | Sep 7, 2023 | Advice is not a Product, advisers v distributors, best practice, Business Planning, capacity to serve, Capacity-To-Serve, Career Management, Consequences, cost to serve, Cost-To-Serve, future of advice, Future of Financial Advice, Measures of Success, Pricing Advice, Value Proposition
I can still see the surprised looks on their faces. It was November 1989, during a three-day “Agent As A BusinessPerson” workshop MLC asked me to design and facilitate. One of the last sessions for the twenty-five accountants and financial planners had...
