by Hayley Hoile | Jul 7, 2026 | Leadership, Value Proposition
Simon and Ben merged their advice firms eighteen months ago. The first twelve months were much harder than expected. Two reasons. Firstly, they predictably underestimated the HR effort. The new merged group has eight people locally with two international team members...
by Jim Stackpool | Jun 29, 2026 | Client Offerings, Leadership, Pricing Advice, Value Proposition
Two directors in a Toowoomba advice firm are having hard conversations. Their long-term clients, some going back fifteen, twenty years, are being told that access to them today costs more than it did last year. Most are paying the increase. Two other directors in the...
by Jim Stackpool | Jun 1, 2026 | Business Performance, Consultative Approach, Leadership, Pricing Advice, Value Proposition
Many senior advisers at advice firms cling to a quiet but often false assumption. They usually don’t say it out loud. It’s a very influential assumption. Particularly in client meetings, discussing workflows, and when making hiring decisions. The assumption is this:...
by Jim Stackpool | May 19, 2026 | Client Offerings, Leadership, Mindsets, Pricing Advice
Grant didn’t set out to build a big firm. Twenty-three years ago, his plan was simple. Help people who need it. Be the financial expert his clients could rely on. That’s all he focused on. Success, reputation and returns would follow. He never used words like...
by Jim Stackpool | Apr 20, 2026 | adviser fees, Business Performance, Career Management, Certainty Advice, Consultative Approach, Cultivating Advice workshops, Delivering Value, Fee For Service, Leadership, Pricing Advice, Pricing Committees, uplifts, valuable advice, Value of Advice, Value Proposition
Four partners. A well-regarded firm in Perth’s western suburbs. Two majority partners are quietly lifting their fees. Clients staying. Clients paying. Clients value the advice relationship at rates well above inflation. Two minority partners are watching. And refusing...
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...
