Providing the expertise, direction and confidence for growing advisory firms.
Tailored, strategic consulting and planning to help you and your business find the quickest path to growth and returns.
GROWING WITH CERTAINTY
Advice firms grow in stages.
30 years of successfully consulting to financial advice firms has provided Jim Stackpool with the right questions, insights, models, and benchmarks that may assist your firm better achieve the growth important to you.
The Certainty Growth Stages is an example of one model. It highlights the unique driver of productive growth as a firm advances.
Certainty Growth Stages
CONSULTING WITH CERTAINTY
For firms seeking to grow their pricing options, seeking proven pricing precedents for client niches, building price models and training programs for advisory teams.
For firms seeking to advance their advice propositions for clients – new and old. Building propositions independent of individuals, to ensure common methodology and firm-wide consistency.
For firms undertaking inorganic growth. Building plans to assess, manage, and transition clients, teams, propositions and cultures.
For firms seeking ad hoc strategic consulting or ongoing operational business planning, board of advice to support or oversee periods of critical growth.
Advising institutions that serve financial advisory firms in best practice, benchmarking, alliance growth assignments.
CONFERENCE & EVENT SPEAKER
How Advice Firms Grow, The Future of Advice, Defining Value, Pricing Value, Client Segmentation Modelling, Future Advice Propositions.
During 30 years of consulting, training and facilitating growth strategies with entrepreneurial financial advisory and accounting firms, Jim has published four books, been asked to judge numerous advisory practice of the year awards, chaired the development committee for the Securities Institute Practice Management Curriculum, built Certainty Advice Group’s development curriculum, written numerous white papers on the development of financial advice, created the largest business performance database and benchmarks for Australian financial advisory practices and created Australians first and still only Certification Mark and Standard accredited with ACCC and IP Australia, which defines impartial advice.
Want to find out more about Certainty Consulting?