by Jim Stackpool | Feb 16, 2026 | Access Price, adviser fees, capacity to serve, Complexity, Delivering Value, value, Value Proposition, worth
Last week, I told you about a recent client – Carlos, the 50-year-old Melbourne-based writer who agreed to a $12,000 engagement for an advice relationship despite having only $135,000 in super. Advisers Matt and Kath could charge that fee because their fees are...
by Jim Stackpool | Jan 5, 2026 | Activity v Productivity, best practice, Business Performance, Client Care, Delivering Value, dependency, growth, Priorities, Success Stories, Transformative Advice, valuable advice, Valuable Lessons, value, Wealth Management
Reine Clemow runs a comprehensive advice firm in Southport. His average client fee used to be $2,400. Today it’s $12,000. New clients average $20,000. He hasn’t significantly changed his ideal client profile. And he hasn’t attended a new-client meeting in...
by Jim Stackpool | Oct 27, 2025 | Advice Conversations, Best Interests, client conversations, Trust Skilling, valuable advice, value
Beth and Gav had had enough. They are potential new advice clients of David’s advisory firm in Melbourne’s suburbs. They want to sell everything and make their tree change. Gav will find new work and leave his toxic $270k/annum job. Beth will open her dressmaking...
by Jim Stackpool | Oct 20, 2025 | adviser fees, client conversations, Client Meetings, value
Deb runs a boutique advice business in Sydney’s outer suburbs. She followed up with prospects Katrina and Stephen, hoping they would be engaging as new clients. Deb’s Terms of Engagement quoted $14,500 for the coming twelve months. After some phone tag,...
by Jim Stackpool | Oct 14, 2025 | Advice Conversations, adviser fees, client conversations, Delivering Value, Fee For Service, Pricing Advice, value
Still quoting your comprehensive advice in parts? Don’t. Here’s a better way. Sally lost a client, a $15k prospect, last week. She was disappointed. Mainly for them, as their issues are significant and their options are tough. They need so much more than a cheaper...
by Jim Stackpool | Oct 7, 2025 | Advice Conversations, Best Interests, client conversations, Client Meetings, Consultative Approach, Delivering Value, Meetings, Quality Advice, valuable advice, value, Value of Advice
Helen is 26. If you can only take one thing into client and prospect meetings, take a tip from Helen. Technically, she is a paraplanner. Professionally, she is a principal adviser. What’s the difference? Focus. Let me explain. Last week, Helen prepped to perform...
