Certainty Conference
Thursday 27 February 2025
Friday 28 February 2025
A unique experience for Advice Leaders
This Certainty Conference will share the experiences and paths for financial advice teams, regardless of background, seeking to accelerate their clients and teams into better, more enduring, more valuable client propositions, without key-person or product dependency – this is the future of advice.
Advance with Certainty.
REGISTRATION FEES:
$745+Gst/seat
DAY ONE
Thursday 27 February 2025 Agenda
(NOTE: Subject to change)
REGISTRATION
8:45AM – Registration, Coffee Tea and Breakfast Treats for those needing it
WELCOME
9:15AM – Conference Objectives – Two days of leveraging the unique Certainty Community to build better firms delivering better value, propositions with less dependency.
POSITIONING
11AM – Progress requires better positioning. How do advice teams position propositions, expertise, fees, and client value to reduce dependencies and increase returns for clients and themselves?
DEBRIEFING
NOON—Agile teams need proven frameworks that foster innovation, team collaboration, and deeper, broader client engagements. How are teams leveraging experience, value, workloads and capacity? This session overviews the new Certainty AI DeBrief App.
ADVICE EVOLUTIONS
2PM – The evolution of advice is expanding beyond accounting, financial planning, superannuation and risk – how is value captured for clients and advice teams?
WORKFLOW & CAPACITY
3:15PM – After value, Advice’s next challenge is capacity. Managing workflows, careers, pricing, client bases, attitudes and stakeholder expectations is beyond most teams – how are they thriving?
THE FUTURE OF ADVICE
4PM – The day’s final session facilitates what today’s teams are considering to fast-track valuable returns for clients, owners and team members.
CONFERENCE DINNER (OPTIONAL)
6PM – The wisdom is in the room ensuring the Conference drinks and dinners a highlight for attendees as opinions, experiences and models are shared. These dinners are different. (Though recommended, dinner is optional and charged post-conference – please let us know if you have any food requirements).
“The Certainty Advice approach has enabled us to position and price client value more effectively than ever. In less than six weeks of implementing Certainty Advice, we’ve achieved a six-times return on our investment. We are excited by the potential of what we can now achieve with Certainty”.
DAY TWO
Friday 28 February 2025 Agenda
(NOTE: Subject to change)
WHO IS MY NEXT HIRE?
9AM – Certainty Advice is different, so too how Certainty Advice teams and grow. How are Certainty Teams hiring as traditional gaps between front-back office diminish?
WHAT DO YOU DO FOR $100,000+
10:30AM – Bigger is not better. It is just different. What is learned about dependency, workflows, referrals and valuations as fees increase?
ADVICE PARTNERS OF THE FUTURE
11:30AM – What are the complexities constraining Certainty Advice teams when partnering, outsourcing, offshoring crucial functions?
WHat is the exit?
1:30PM – Do advice firms have goodwill? Is there a ‘liquidity event’? How Are equity buyers investors, team members, fellow niche providers or institutions? Are future profit-streams transferable?
2025 BENCHMARKS
2:30PM – What the 2025 benchmarks for better advice firms?
CONFERENCE FINISH & DRINKS
3:30PM – Conference concludes – linger for complimentary Conference Drinks & discussions. The Manly Ferry/Circular Quay Airport Train is best for leaving travellers, allowing for 90-minute travel time on Friday afternoons.
POST CONFERENCE
(Optional) Every game assumes players’ accountability to rules. So too with serious change efforts post-conference. For participants valuing follow-up support and accountability, contact will be provided to guide desired outcomes and implementation efforts.
“Every Certainty event brings new insights on the power of value to grow our firm”
Donna Laverick – PRACTICE MANAGER
Acquira Wealth Partners, Gold Coast
“Hearing everyone’s indepth implementation stories and seeing the enthusiasm of younger attendees makes me feel great about what we are doing, what we are capable of and what we need to do better”
Madeleine Main – ADVISER
FINBIZ, Warners Bay
“This was so wonderful and I really, for the first time in a long time, feel like I have a path forward”
MANDY NEWMAN – Principal Adviser
AJN Financial Services, Sunshine Coast
Thank You
10% of all proceeds received 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
Founder - Certainty Advice Group
Since 1989 Jim has influenced, and consulted to advisory firms across Australia. As founder of Certainty Advice Group, he acts primarily as facilitator for professionals seeking to build advice businesses to serve the broad best interests of clients.
He has published four books on advice, written industry white papers, judged industry awards, chaired practice management curriculum for higher education institutions, and has been granted by IP Australia and ACCC, Australia’s first professional financial advice certification standard for unconflicted advice – Certainty Advice.
Get In Touch
Please share with us your queries regarding our February 27-28 Workshop…