by Jim Stackpool | Jul 13, 2026 | Activity v Productivity, Benchmarks, Business Performance, Capacity-To-Serve, Competitive pressures, Complexity, Consequences, Goals, growth, Growth Stress, Hiring advisers, Hiring Team Members, Measures of Success, Productivity, stages of growth, Talent
Charmeon runs a $1.8m advice firm. She has just hired another junior adviser. Her plan: hit $3m by 2030. She left a big bank in 2018, starting with no clients. She is excited about her firm’s future. She has a great team, good clients, aligned centres of influence,...
by Jim Stackpool | Mar 16, 2026 | Best Interests, best practice, Business Performance, Business Planning, Capacity-To-Serve, Case Studies, Consequences, dependency, Goals, Greater Good, Growth Stress, Leadership, LIfe Choices, Priorities, Prioritisation, Professionalism, Public Good, Quality Advice, strategy, Success Stories, Valuable Lessons, Wealth Management, worth
Sophie runs a great advice firm practice in Rockingham, WA. Unfortunately, as her firm grew, so too did her anxiety. It was a condition of growing worry caused not only by ‘big’ issues surrounding her clients, compliance and cash flows, but increasingly by simple...
by Jim Stackpool | Mar 9, 2026 | Best Interests, best practice, Brand Development, Business Performance, Business Planning, Capacity-To-Serve, Consultative Approach, dependency, Goals, Greater Good, growth, Growth Stress, Hiring advisers, Hiring Team Members, Leadership, Mindsets, Ongoing Relationships, Planning, Priorities, Professionalism, recruiting, Talent, Wealth Management, worth
Five years ago, Mark, a Canberra-based adviser, transformed his proposition and pricing. He doubled his average client fees from $6,500 to $13,500. He didn’t do this by engaging more of a high-net-worth market. His niche is mums and dads running their own small...
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...
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 | Aug 24, 2023 | Advice Conversations, Advice is not a Product, advisers v distributors, Brand Development, Client Offerings, Conflict of Interest, Consequences, future of advice, Future of Financial Advice, Goals, Hayne Royal Commission, Leadership, Public Good, Quality Advice, Royal Commission, Serve the Greater Good, Value Proposition
Every August, I spend an evening at my old school answering questions from Year 11 students as they share their post-school career options. My sessions are generally Q&A events for kids interested in small businesses. Last week’s questions ranged from what...
