by Jim Stackpool | Jun 21, 2026 | Advice Clients, Advice is not a Product, Certainty Advice, client conversations, Client Offerings, cost to serve, Cost-To-Serve, Delivering Value, Fee For Service, Pricing Advice, Value Proposition
What do advice teams do for a $20,000 fee? The $20,000 figure is less significant than its relativity. That is, adviser’s whose common new fee is, say, $6,000, are wondering what are other advice teams doing for $20,000. If the fees are determined by amount of...
by Jim Stackpool | May 11, 2026 | Advice Clients, Advice Conversations, advice skills, best practice, Certainty Advice, client conversations, Client Meetings, Complexity, Consultative Approach, Delivering Value, Meetings, Quality Advice, skills, valuable advice, Valuable Lessons, value, Value of Advice
“We just want flexibility.” “We’d like some options.” “We haven’t really thought about the details yet.” Advice teams have heard versions of these responses from hundreds of clients, probably hundreds of times. And if you’re like most advice teams, you’ve accepted...
by Jim Stackpool | Apr 20, 2026 | adviser fees, Business Performance, Career Management, Certainty Advice, Consultative Approach, Cultivating Advice workshops, Delivering Value, Fee For Service, Leadership, Pricing Advice, Pricing Committees, uplifts, valuable advice, Value of Advice, Value Proposition
Four partners. A well-regarded firm in Perth’s western suburbs. Two majority partners are quietly lifting their fees. Clients staying. Clients paying. Clients value the advice relationship at rates well above inflation. Two minority partners are watching. And refusing...
by Jim Stackpool | Apr 13, 2026 | Advice Conversations, advice skills, AI, best practice, Certainty Advice, Consultative Approach, Cultivating Advice workshops, Delivering Value, future of advice, Greater Good, LIfe Choices, Public Good, skills, Transformative Advice, valuable advice, value, Value of Advice, Value Proposition, Wealth Management
With the Middle East conflict pushing fuel prices to $3.50 a litre, cost-of-living decisions are changing daily lives. They have to. The headlines are constant. Their narrative tightens the pressure on short and long-term hopes. They also hide alternative ways to get...
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 | Dec 22, 2025 | Best Interests, Brand Development, Business Performance, Business Planning, Career Management, Certainty Advice, Financial Legacy, Goals, Greater Good, growth, Leadership, Measures of Success, Professionalism, Wealth Management
Oli runs a good advice firm. Possibly too good. Revenues of $1.23m. He’s built a solid young team of six, including an adviser in her mid-thirties, an associate adviser who completed his professional year last year, an award-winning paraplanner/client service...
