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 | 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 | Dec 8, 2022 | Advice Conversations, advisers v distributors, Best Interests, Business Performance, Business Planning, Client Offerings, difficult conversations, Future of Financial Advice, Leadership, Measures of Success, Ongoing Relationships, perfectionism, Pricing Advice, Separation of advice from product, Successful On Purpose, What Price Value, worth
Listened to any of Pushkin’s podcasts? They pump out some great ones. A favourite is “The Happiness Lab”, which lives up to a promise showing how our brains are not always our best guides for our well-being or progress. Another one – “Against the Rules” – is just as...
by Jim Stackpool | Aug 24, 2022 | Advice is not a Product, advisers v distributors, Brand Development, Case Studies, Commoditisation, Future of Financial Advice, growth, Growth Stress, Leadership, Separation of advice from product, stages of growth, worth
For different reasons, all our kids left home once they finished school. The eldest, the family’s best writer, went west to Bathurst to study marketing. The determined actress left Australia to chase opportunities in Vancouver’s film industry. The quiet achiever and...
by Jim Stackpool | Dec 2, 2021 | best practice, Uncategorized, valuable advice, Valuable Lessons, value, Value of Advice, worth
If you took some time to consider what are the “first things” in your business life, what would be your response? Think about it for a second. I remember attending a lecture by Roger Merrill soon after I started my business in early 1990’s. Merrill...
