Certainty Events

All times are in Sydney Summer Time:

Monday 6 February
11:30am – 12:30pm

CERTAINTY CASE STUDY      
CLIENT-ONLY EVENT

Certainty Skills Session

These intensive ZOOM training sessions with other members of the Certainty Advice Community will accelerate the success and skills when engaging comprehensive advice clients.

Using active learning such as case studies, role-plays and break-out groups, each session is highly interactive. Optional post-session follow-up assignments and coaching will be provided for participants who are prioritising their mastery.

All our work is fundamentally about providing the SUPPORT for the growth of unique skills and competencies aware that everyone learns differently, progress is different, and learning environments are different.

These events may credit towards the attendees’ annual professional development hours.

Tuesday 7 February
11:30am – 12:30pm

CERTAINTY TEAMS      
CLIENT-ONLY EVENT

“Chief Operating Officers (COOs)” – CERTAINTY TEAMS SESSION

Chief Operating Officers (COOs) among their many responsibilities are tasked with the day-to-day implementation of their team’s business plan.

Constantly juggling the rising demands of growing client bases, growing teams while managing workflows, quality control, compliance, suppliers, and the firm’s own plans requires super-human perspective, objectivity, patience and leadership.

Atop internal demands are the demands of an industry fundamentally evolving into different business models from just a few years ago.

Repeated four-six weekly, the agenda for the COO Certainty Team sessions will ensure each member receives the SUPPORT they need to better control the unique development environments their teams are traversing through.

Tuesday 14 February
11:30am – 12:30pm

CERTAINTY TEAMS      
CLIENT-ONLY EVENT

“DIRECTORS” – CERTAINTY TEAMS SESSION

Directors are constantly balancing the available strategic options, the ownership demands of a business, the leadership responsibilities of teams and their own day-to-day workloads which are often lopsided towards the urgent rather than significant.

This special Certainty Teams will SUPPORT all the diverse roles of being a Director (not just a shareholder) within an industry undergoing fundamental change and range of opportunities.

Pressing issues, checking in on progress, sharing the strategic steps, decisions and challenges are core to the regular discussions in this regular Certainty Teams session designed for Directors.

Friday 24 February
9:00am – 4:00pm

Live Event in Manly    
PAID EVENT

“Pricing with Certainty”

Pricing Advice is built upon pricing for value rather than for services.

Importantly, value is two-way. Firstly, for the client, but also for the firm.

Advisory teams building their pricing models on a ‘cost-to-serve’ model will fail to fund their growth as successfully as advisory teams building their pricing based upon ‘capacity-to-grow’ models. Cost-plus pricing does not anticipate and provide the needed funds for the significant growth stages that successful advisory firms need for their growth.

This one-day intensive Pricing with Certainty Workshop provides a unique forum among like-minded advisory teams and will be facilitated by Australia’s foremost author and authority on Pricing Advice – Jim Stackpool.

If you have any questions, click here.

Tuesday 14 MARCH
11:30am – 12:30pm

CERTAINTY TEAMS      
CLIENT-ONLY EVENT

“ACCELERATORS” – CERTAINTY TEAMS SESSION

Planning for growth is important but needs Accountability, ongoing monitoring of Progress and Support for inevitable hurdles of growth.

Our regular Certainty Team sessions ensure members are only one insight away from the support and insights sparking their next breakthrough.

Each of these regular sessions includes a review of progress, discussions to resolve issues, updated measures of future progress and additional support when required.

This session is intended for ACCELERATORS.

Accelerators are deep in the skills and competency stage of engaging clients comprehensively using the Certainty Advice models.

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

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