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 | Aug 11, 2025 | Ideal Advice Client
What makes an ideal advice prospect? Are they the ones with the most money? Is a client with $2M in assets more ideal than one with $1M? For some advisers, yes. For most, it depends on other factors. Financial advice revolves around money, but is the...
by Jim Stackpool | May 25, 2022 | Future of Financial Advice, Ideal Advice Client, Mindsets, Pricing Advice, Profitability, Quality Advice, Royal Commission, valuable advice, Valuations, value, Value of Advice, Value Proposition
During a pricing workshop last month at the Affinia conference on Hamilton Island (is that place the world capital for golf carts?), an adviser shared a fee problem. An aged care expert in his team could not reconcile charging an advice fee equivalent to the price of...
by Jim Stackpool | May 4, 2022 | Advice Clients, Advice is not a Product, Business Performance, Business Planning, Client Care, Consultative Approach, Delivering Value, future of advice, Future of Financial Advice, Ideal Advice Client, Leadership, Mindsets, Quality Advice
I love Netflix. I understand why their shows have earned more Oscar nominations in recent times than all other studios combined. Considering how they have grown from just another DVD rental service to become the world’s largest creator and streamer of quality...
by Jim Stackpool | Apr 28, 2022 | Advice Clients, Advice is not a Product, Brand Development, Business Performance, Business Planning, Client Care, Compliance, Delivering Value, future of advice, Ideal Advice Client, Leadership
One thing seems clear about the upcoming Australian election. Neither major party has the integrity to prepare us for the inevitable tax increases and spending cuts ahead. Our immature political cycle couldn’t handle it. Australia’s net debt has risen from...
