All the workshop materials & recordings from recent Quarterly Workshops
18 March 2021 Certainty Advice Proposition & Pricing WorkshopBy clicking on the March 18th 2021 – Certainty Advice Proposition & Pricing Workshop title above, you will be able to view & download all Session Materials.
February 18th 2021 Certainty Advice Pricing Workshop - 2021 - Pricing For GrowthBy clicking on the February 18th 2021 – Certainty Advice Pricing Workshop title above, you will be able to view & download all Session Materials.
Welcome & Opening
Jim Stackpool & Martin Mulcare introduce the February 18th Certainty Advice Pricing Workshop - Objectives, Agendas and quick introductions.
Second Session: Pricing Tool #1: De-Brief Meetings - Part 1
Part One – this sub-session shares the new up-to-date Certainty Advice De-Briefing forms and approach. Obtaining a consistent, specific and methodical approach within the firm to the application of pricing for each Certainty Client each year is crucial – effective De-Briefs is central to achieving this. This session presents the new De-Brief and the insights from the Certainty Community as to how they intend implementing. View new De-Brief and session working MIRO board in the Handouts.
Second Session: Pricing Tool #1: De-Brief Meetings - Part 2
Part Two – this sub-session shares how the Certainty Advice Community used the new De-Brief approach with two case studies (which are available in the Workshops Handouts above). This session provides valuable insights into the interpretation and implementation for every Certainty Advice firm.
Third Session: Pricing Tool #2: Retainers
This session shares the Certainty Advice Grid. The consistent and methodical segmentation of Certainty Advice work is important to ensure the right price is being used for the right client. This session shares valuable insights into how the Certainty Advice Community are implementing their own unique retainers for different client segments. Every firm is unique but the Certainty Advice Grid frameworks are consistent. This session will assist the implementation of each firm’s application of Retainers for their 2021 pricing approach.
Fourth Session: Pricing Tool #3: Breakthroughs
Perhaps the hardest session, the discussions, theories and application of Breakthrough fees is central to building productive pricing rather than ‘activity pricing’. As pricing is based upon the collection of client value rather than hours worked or product’s sold, the management of an advisory firm’s average advice price is central to growth. Success is not more activity but greater productivity. This is done by effective management of today‘s Breakthrough Pricing for all client-facing team members to become next year’s average pricing.
2020 Certainty Adviser Conference - How Advice will Grow & Adapt in 2021 & BeyondBy clicking on the November 12th 2020 – Certainty Adviser Conference title above, you will be able to view & download all Session Materials.
Welcome & Opening
Jim Stackpool & Martin Mulcare introduce the 2020 Certainty Adviser Conference - Objectives, Agendas and quick introductions.
"Three Years On Since Royal Commission" - Australia's Advice Marketplace
Jim Stackpool moderates discussions on Australia's advice marketplace with Liberal Senator for NSW Senator Andrew Bragg & Dr Angelique McInness, academic researcher from University of Central Queensland.
Future of Advice - Why Clients Will Pay
Scott Farmer, Paul Gilbey & Travis Martin outline their firm's plans as to why existing and new Certainty Clients will pay for their services in 2021 & Beyond.
Future of Advice - Growing Advice Firms for 2030
Certainty Advisers Annette Pulbrook, Dieter Tode, Reine Clemow & Neil Watson share their firm's business plans for growth using the Certainty Advice approach.
Future of Advice - The Winners & Losers
Certainty Advisers Tom Curtis, Anthony Roe, Jarad Stirling and Paul Birch share their insights into who will be the winners & losers in the emerging advisory marketplace of 2021.
Future of Advice - For the Greater Good
Former Australian Prime Minister The Hon. Mr Tony Abbott provides his insights into the big picture issues of COVID-19, Regulatory Reform, Sentiment & vested interests that Certainty Advisers need to prepare and manage into 2021 & beyond.
The 2021 Advice Path Ahead
Jim Stackpool finishes the 2020 Certainty Adviser Conference with an outline of the future path for Certainty Advice in 2021 and beyond.