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 | Sep 1, 2025 | Capacity-To-Serve, Median Fees
Owners of advice firms track plenty of numbers: total revenue, new revenue, recurring revenue, profit, new clients, funds under advice, active clients, and cost-to-serve. These traditional KPIs measure progress, returns, and growth effectively. But they don’t...
