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 | Sep 12, 2024 | Growth Stress, Leadership, Measures of Success, wobble theory
As a kid, I always wanted to be bigger. Grownups could stay up late, didn’t have to go to school, could do what they wanted and had money to buy whatever they wanted. Little did I know my life as a kid was privileged, safe, happy and secure. I also didn’t...
by Jim Stackpool | Jul 4, 2024 | Advice is not a Product, advisers v distributors, Best Interests, best practice, Certainty Advice, Consultative Approach, difficult conversations, future of advice, Future of Financial Advice, Leadership, Quality Advice, Serve the Greater Good, Uncategorized, value, Value of Advice, Value Proposition
Simon Senek’s book “Start With Why” is a phenomenon. Published in 2011, the book extolled that people don’t buy what you do. They buy why you do it. Sinek’s theory suggested that of the two methods of influencing behaviour, manipulation...
by Jim Stackpool | Jun 19, 2024 | Activity v Productivity, Advice Clients, Advice Clients, Advice Conversations, Advice is not a Product, Certainty Advice, Client Offerings, Future of Financial Advice, Leadership, stages of growth, Successful On Purpose, Value Proposition
I’m a COBOL programmer. We moved out of our family home of 32 years last weekend, and I found an old coding template with a few punch cards that I have kept since the late 1970s. I didn’t think I was a hoarder (maybe?). It took me back to when the talent...
