by Jim Stackpool | Oct 20, 2022 | Advice Clients, Advice is not a Product, Benchmarks, Business Performance, Business Planning, future of advice, Leadership, Measures of Success, Minimum Fees, Minimum Pricing, Pricing Advice, Pricing Committees, Profitability, Quality Advice, Separation of advice from product, Value of Advice, Value Proposition
Ever over-eaten? To almost being sick? My mother, Meg, had no sympathy for such a thing. Like sunburn and talking too much, she reckoned you only had yourself to blame. That’s the tricky bit. Realising you are the problem. Similar to the feeling of over-filling an...
by Jim Stackpool | May 25, 2022 | Future of Financial Advice, Ideal Advice Client, Mindsets, Pricing Advice, Profitability, Quality Advice, Royal Commission, valuable advice, Valuations, value, Value of Advice, Value Proposition
During a pricing workshop last month at the Affinia conference on Hamilton Island (is that place the world capital for golf carts?), an adviser shared a fee problem. An aged care expert in his team could not reconcile charging an advice fee equivalent to the price of...
