Certainty Events

All times are in Sydney time:

Monday 23 May
11:30am – 12:15pm

CERTAINTY ROUNDTABLE     
FREE EVENT

My Certainty Journey: How I transitioned with Certainty from Support to Second Chair to Practice Manager

Every Certainty Adviser’s journey is different as illustrated by Kylie Stirling’s path with Stirling Financial Consulting.

Starting with partner Jarad Stirling from day one through to an increasing practice management role, Kylie will share her insights, challenges and tips to grow using the Certainty Advice approach.

This Roundtable session will provide a valuable viewpoint not to be missed for other ambitious up-and-coming Certainty Advisory teams.

Monday 30 May
11:30am – 12:15pm

CERTAINTY ROUNDTABLE     
FREE EVENT

Referrals with Certainty

Nothing is as effective as referrals to grow pipelines of opportunity.

So why are referral campaigns always so poorly implemented, despite the promise?

This Roundtable session will share and discuss what is missing and how to best implement this most effective growth strategy.

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.

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