by Jim Stackpool | Nov 3, 2025 | Advice Clients, Brand Development, Client Care, Client Offerings, Delivering Value, Niche Market
Most founders of advice dream about this. The niche that fills the new business pipeline with quality opportunities, keeps clients coming back, and doesn’t depend on one subject-matter-expert adviser to survive. Is there such a thing as the perfect advice niche? I saw...
by Jim Stackpool | Sep 1, 2021 | Business Planning, Client Offerings, Complexity, Niche Market
Imagine a knee surgeon tired of fixing knees. She has a good medical practice, a good reputation and a long waiting list. But something is missing. She isn’t ready to retire. She wants to change how she works. That is difficult considering her business model....
by Jim Stackpool | Jan 9, 2013 | Client Offerings, Niche Market, Value Proposition
In my last post (Part 1), I introduced you to my Uncle Martin and his enthusiastic approach to what he did as a specialist aeronautical engineer working for Qantas. I also commented that many of the financial planners I know take a similar approach to their work as my...
by Jim Stackpool | Jan 8, 2013 | Client Offerings, Niche Market, Value Proposition
My old uncle Martin loved his job. His enthusiasm for what he did was so infectious, every time I was with him I wanted to do whatever he did when I grew up. He was an aeronautical engineer for Qantas. When I was young, he took me on a few night-time tours into his...
by Jim Stackpool | Jun 1, 2010 | Advice Products, Business Performance, Client Offerings, Fee For Service, Niche Market, Planning, Selling Your Business, Strategic Alliances, Wealth Management
Imagine it’s Monday, July 2nd, 2012 – the first working day of Chris Bowen’s proposed changes for financial planners. What’s different from today? I’m betting the biggest change won’t be that obvious. The same financial planning brand names may be around, but...
by Jim Stackpool | Aug 1, 2009 | Niche Market, Planning, Pricing Advice
It’s ironic that many financial planners may have failed to financially plan for the most important future of all – their own. Change is coming It matters little which stance you take in the debates about commission. The greed behind the global financial crisis, the...
