by Jim Stackpool | Jun 9, 2026 | Business Performance, Client Offerings, Competitive pressures, Cost-To-Serve, Fee For Service, Financial Complexity, Future of Financial Advice, Pricing Advice, Profitability
Australians are anxious. NAB’s Consumer Stress Index recently hit its highest level since 2014, driven by what most of us already knew – that the cost of groceries, fuel, utilities, rent, and mortgages is grinding people down. Despite so much to be...
by Jim Stackpool | Mar 30, 2026 | Advice Clients, Advice Conversations, Best Interests, client conversations, Client Meetings, Client Offerings, Cost-To-Serve, difficult conversations, Future of Financial Advice, Ongoing Relationships, Profitability, valuable advice, Valuable Lessons, value, worth
Paul has been running his financial advice firm in South Sydney for twenty years. He enjoys his clients. A former school teacher himself, many of his pre- and post-retirement clients come from teaching and principal roles. They have been with him for years. He knows...
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...
