CERTAINTY ONLINE SERIES

2021 - How Advice will Grow & Adapt

The event, community, insights and tools to build advice brands for 2021 & beyond

 

 

Countdown to end of Conference EARLY BIRD PRICING

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Certainty Online Event

Thursday, 12 November 2020

11AM – 2:15PM (Sydney Summer Time)

Event Agenda

(PLEASE NOTE: ALL TIMES ARE SYDNEY – SHORT BREAKS BETWEEN EACH SESSION – AGENDA SUBJECT TO CHANGE)

EVENT OBJECTIVE:

Present a unique, innovative, focussed and unsponsored event for the stakeholders in advisory firms seeking to build beyond FASEA, grow through Covid and capture the mindsets, the steps and direction to spread valuable financial advice for more Australians.

11:00AM: “THREE YEARS ON SINCE ROYAL COMMISSION”

  • Welcome 
  • Are We Where We Hoped to Be?
  • GUEST SPEAKER
  •  Audience Q&A 

11:35AM WHY CLIENTS WILL PAY

  • Panel of Practitioners
  • Better Client-Advisory Firm Engagements
  • Leveraging Fees on Impact & Value
  • Audience Q&A 

12:15PM: GROWING ADVICE FIRMS FOR 2030

  • Panel of Practitioners
  • Reducing Adviser Dependency
  • Benchmarks for Funding Growth
  • Mastering the ‘Next Normal’
  • Audience Q&A

12:50PM: COMING WINNERS & LOSERS

  • Panel of Practitioners
  • Future Winners & Losers
  • Future Salt-Miners
  • Audience Q&A

1:30PM: FOR THE GREATER GOOD

  • Making Advice More Valuable for More Australians
  • Shifting Incumbent Thinking/Vested Interests
  • Leading Through Growth
  • Closing Comments

2:15PM: CLOSE

Each session had it’s own value and brought some new things we can all take away and learn.

Amber Stevenson

Practice Principal, Sterling Private Wealth, VARSITY LAKES

The panels of advisers are well done. I’ve got the confidence for my next steps.

Stuart Roe

Principal, Roe Financial, GLANDORE

These sessions help me review my firm in comparison to where I want to be.

Debbie Hudson

Practice Principal, Wealth Fusion, UNLEY

Thanks for making the virtual event work. Overall it was very effective in delivering the message, time and cost effective too.

Reine Clemow

Principal, Acquira Wealth Partners, SOUTHPORT

While I miss the energy & atmosphere of face to face sessions, these sessions were great for current Covid environment.

Joel Seach

Principal, Harpel Financial Group, GREENSBOROUGH

These sessions help me fine tune our approach by understanding what other firms like ours are doing. 

Travis Martin

Principal, Monument Advisory, WEST PERTH

Panelists

Samantha Albiez, Bravium

Samantha Albiez

Bravium 

Travis Martin, Monument Advisory

Travis Martin

Monument Advisory

Anthony Roe, Roe Financial

Anthony Roe

Roe Financial

Stuart Copeland, The Planning Room

Stuart Copeland

The Planning Room

Paul Birch, Principal of Pacific Wealth

Paul Birch

Pacific Wealth

Annette Pulbrook, Principal of FinBiz Advisers

Annette Pulbrook

FinBiz Advisers

Scott Farmer, Principal of Bravium

Scott Farmer

Bravium

Tom Curtis, Roe Financial

Tom Curtis

Roe Financial

Paul Gilbey, Hywood Partners

Paul Gilbey

Hywood Partners

Dieter Tode, Monument Advisory

Dieter Tode

Monument Advisory

Neil Watson, The Planning Room

Julie Hautot

Hywood Partners

TOOLS You’ll NEED…

The following will assist your experience when joining live…

 

Headset

As with any conference, being able to hear the speakers is vitally important to getting the best value possible. While there are always technical issues (hopefully small) when participating in online sessions, your own – ideally separate – headset will make all the difference. Smartphone headphones are ideal.

MICROPHONE

We hearing you is as important as you hearing us. While there are always video & audio issues, your own – ideally separate (non-computer) – mic always helps. Smartphone mic is ideal.

Twin Screens

Remote events are most effecitve when you  can see the community as though you’re in a room together. One screen for your workspaces (we’re using MIRO & GoToWebinar) and another for faces. (Not mandatory of course).

Register

Click on the link below to register. 

Thank You

10% of all Conference proceeds will be donated to the best unknown charity on our Northern Beaches – Streetwork – the last resort for growing numbers of lost, stressed kids.

Meet The Convenor

Jim Stackpool

Jim Stackpool

Founder - Certainty Advice Group

For nearly 30 years Jim has influenced, coached, and consulted to advisory firms across Australia. As founder of Certainty Advice Group, he leads a like-minded team of professional advisory firms seeking to create greater certainty for their clients. As an author, blogger, columnist, and keynote speaker, Jim is regularly called upon for his professional insights into the advice industry.

Get In Touch

We welcome your feedback, your questions, your suggestions, your recommendations & opinions regarding our November 12th Event…

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