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 | Apr 5, 2023 | Advice is not a Product, best practice, Business Planning, Career Management, crisis management, Future of Financial Advice, Hiring advisers, Leadership, Leverage, Planning, Priorities
Have you heard Nigel Marsh speak? He is good. An ex-marketing executive, he started EarthHour in 2007, the Sydney Skinny Swim in 2013 and has managed to accrue over 5.3m views of his work/life balance TED talk. His message was about navigating the constant white water...
by Jim Stackpool | Oct 6, 2022 | Advice Clients, Advice is not a Product, advisers v distributors, Benchmarks, Business Performance, Business Planning, dependency, future of advice, Future of Financial Advice, Leverage, Mindsets, Planning, Profitability, Separation of advice from product, stages of growth
An advisory team’s best days are usually those spent in front of their clients. As most people join the advice industry to help others lead better financial lives, the time spent in client discussions, resolving issues, identifying forward steps, and creating...
by Jim Stackpool | Jul 7, 2022 | best practice, Business Performance, Business Planning, Career Management, future of advice, Greater Good, Growth Stress, Hierarchy of Uncertainty, Leadership, Leverage, Measures of Success, Methodical, Planning, Priorities, Productivity, Professionalism, Profitability, Quality Advice, stages of growth, Successful On Purpose
“I just want a handful of good clients without all the stress and grief.” This was from the principal of a well-established firm with a fast-growing team. It is a common situation facing owners who appear to have built a successful advisory firm but who...
by Jim Stackpool | May 31, 2022 | best practice, Business Performance, Business Planning, Future of Financial Advice, growth, Growth Stress, Leadership, Measures of Success, Planning, Productivity, Profitability, Successful On Purpose, Transformations, Valuable Lessons, wobble theory
I was consulting with a firm recently. They sought advice concerning their massive growth opportunities. Like most advisory firms today, they were enjoying a solid flow of new clients. Thanks to good networks, they were also attracting talented senior advisers...
by Jim Stackpool | May 11, 2022 | advisers v distributors, Best Interests, Certainty Advice, client conversations, Leadership, Ongoing Relationships, Planning, Priorities, Royal Commission, Uncategorized, Value of Advice, Value Proposition
Seen the Red Bull ‘gives you wings’ ads? Whether you like the drink or not, Red Bull’s advertising clearly aims to inspire people to achieve more in their lives. A similar message for financial advice. ACHIEVE MORE Valuable advice provides clients...
