by Jim Stackpool | Dec 8, 2025 | Business Planning, Capacity-To-Serve, growth, Growth Stress, stages of growth, Wealth Management
Henry’s firm hit $3 million last year. Revenue-wise, he is two years ahead of his post-Covid plans. New client flow is above expectations. He is growing. Two more client support in Vietnam have raised their headcount to fourteen. However. With more to manage, he is...
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...
by Jim Stackpool | Nov 16, 2023 | best practice, Business Performance, Business Planning, difficult conversations, Future of Financial Advice, Leadership, stages of growth
I’ve run three marathons and a dozen half-marathons. I take my running gear whenever I’m travelling overnight. I love what running does for me. That’s thanks to Pete Talty. Regardless of the conditions, Pete was always there. 6am every Saturday, waiting at the bottom...
by Jim Stackpool | Oct 18, 2023 | Business Performance, Future of Financial Advice, Growth Stress, Leadership, stages of growth, Successful On Purpose
I’m a rugby union tragic. I loved playing the game until one too many concussions meant I shouldn’t run on ever again. I love watching local games. A highlight of my sporting year used to be watching our Wallabies in national games. Unfortunately, our team...
by Jim Stackpool | Apr 18, 2023 | best practice, Business Performance, Business Planning, future of advice, Future of Financial Advice, Priorities, Prioritisation, stages of growth, Successful On Purpose, Systemisation, wobble theory
Michael Gerber was right. Systems can improve every aspect of our work lives by providing the necessary frameworks to help busy technicians create solid businesses. Gerber’s book – “The E-Myth Revisited”- created a new language for small...
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...
