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 | 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 | Nov 24, 2025 | adviser fees, cost to serve, Fee For Service, Minimum Fees, Minimum Pricing, Pricing Advice, uplifts, What Price Value
Rick is a recent client of mine. He does a great job for his clients. But he undercharges. He understands how this has happened, but he is missing a crucial part of the solution. For instance, he has been charging Rachel & Nic E. $6,250/year for services similar...
by Jim Stackpool | Nov 10, 2025 | cost to serve, Fee For Service, Pricing Advice, uplifts, Wealth Management, worth
Ever had the feeling you are doing too much, for too many, for too little return? There is a better way. Learn to uplift. Consistently. Specifically. Successfully. Sam and Sarah are a father/daughter advisory team building a solid, comprehensive boutique advice firm...
by Jim Stackpool | Sep 29, 2025 | uplifts
Why would an existing client agree to a fee uplift without something additional provided in return? This was in the back of Sarah’s mind as she prepared for an upcoming fee uplift conversation with an existing client. Last week, adviser Sarah lost an opportunity to...
by Jim Stackpool | Sep 22, 2025 | Uncategorized, uplifts
Sarah was concerned about her upcoming review meeting with existing clients, Adrian and Jane. Still in her late-20s, being qualified for only eighteen months, working a small client base of ‘lower-end’ clients her firm had inherited from when they purchased a client...
