by Jim Stackpool | Mar 16, 2026 | Best Interests, best practice, Business Performance, Business Planning, Capacity-To-Serve, Case Studies, Consequences, dependency, Goals, Greater Good, Growth Stress, Leadership, LIfe Choices, Priorities, Prioritisation, Professionalism, Public Good, Quality Advice, strategy, Success Stories, Valuable Lessons, Wealth Management, worth
Sophie runs a great advice firm practice in Rockingham, WA. Unfortunately, as her firm grew, so too did her anxiety. It was a condition of growing worry caused not only by ‘big’ issues surrounding her clients, compliance and cash flows, but increasingly by simple...
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 | Nov 17, 2025 | adviser fees, Best Interests, best practice, cost to serve, Fee For Service, Minimum Fees, Minimum Pricing, Pricing Advice, Pricing Committees, Profitability, Wealth Management, worth
Many years ago, I conducted a series of pricing workshops around the country for principals from advice firms aligned with Deutsche Bank. The bank was ‘franchising’ their wealth advisers, helping them take steps from being representatives to becoming...
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 | Jul 24, 2019 | Best Interests, Mindsets, Professionalism, Value Proposition, Wealth Management
President Trump resets standards tweet by tweet. Telling four Democratic congresswomen to ‘go back’ to where they came sets new expectations of how the world’s most powerful office deals with a contrary opinion. Last week, new standards of governance were recommended...
by Jim Stackpool | Jun 13, 2019 | Best Interests, Client Offerings, Consultative Approach, Hayne Royal Commission, Hidden Pricing, Planning, Pricing Advice, Professionalism, Value Proposition, Wealth Management
My eldest daughter loved her first job. It was in our local video store during her last years at high school. Way back, she was always the one we had to drag out of the place by the collar of her Wiggles dressing gown every family video night. Her joy working there...
