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 | 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 | Dec 1, 2025 | Advice Clients, adviser fees, capacity to serve, Client Offerings, Fee For Service, Ideal Advice Client, Median Fees, Minimum Fees, Minimum Pricing, Pricing Advice, uplifts
Wayne is a client of mine. He has a problem with two of his clients, Tom and Jerry. Tom is paying Wayne $22,800 a year and rarely makes contact. Jerry is paying $10,780 and is constantly in contact. They have opposite problems. But they are paying for similar value....
by Jim Stackpool | Nov 24, 2025 | adviser fees, cost to serve, Fee For Service, Minimum Fees, Minimum Pricing, Pricing Advice, uplifts, What Price Value
Rick is a recent client of mine. He does a great job for his clients. But he undercharges. He understands how this has happened, but he is missing a crucial part of the solution. For instance, he has been charging Rachel & Nic E. $6,250/year for services similar...
by Jim Stackpool | Nov 17, 2025 | adviser fees, Best Interests, best practice, cost to serve, Fee For Service, Minimum Fees, Minimum Pricing, Pricing Advice, Pricing Committees, Profitability, Wealth Management, worth
Many years ago, I conducted a series of pricing workshops around the country for principals from advice firms aligned with Deutsche Bank. The bank was ‘franchising’ their wealth advisers, helping them take steps from being representatives to becoming...
by Jim Stackpool | Nov 10, 2025 | cost to serve, Fee For Service, Pricing Advice, uplifts, Wealth Management, worth
Ever had the feeling you are doing too much, for too many, for too little return? There is a better way. Learn to uplift. Consistently. Specifically. Successfully. Sam and Sarah are a father/daughter advisory team building a solid, comprehensive boutique advice firm...
