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...
