Certainty Events
All times are in Sydney time:
Monday 20 July
11:30am – 12:30pm
CERTAINTY SKILLING (CS138)
CLIENT-ONLY EVENT
WHO IS AN IDEAL CLIENT? – CERTAINTY SKILLING SESSION
Not every client is an ideal advice client. As teams grow, the definition of an ideal client changes. Who is ideal for some team members may not be ideal for other team members. Despite the obvious differences among clients, what are the fundamental criteria that define non-ideal advice clients?
This session facilitates discussions and shares frameworks to ensure that all members of the advice team can consistently identify their ideal and non-ideal clients.
Thursday 23 July
11:30am – 12:30pm
FAST-TRACK (FT63)
CLIENT-ONLY EVENT
Role Play Thursday: Learning fast, leveraging experiences, being successful on purpose…
These weekly events are Certainty’s “Lab” events. They provide every attendee with a like-minded forum to test their own implementation steps and the learnings of specific live Certainty client cases (anonymously), ensuring that everyone’s efforts are not wasted, that progress is assured, and that outdated advice paradigms can be confidently dumped.
Certainty Advice is all about skills – not knowledge.
Tuesday 28 July
11:30am – 12:30pm
CERTAINTY TEAMS (CT_DT_32)
CLIENT-ONLY EVENT
“MAKING YOUR PLANS #1 PRIORITY” – CERTAINTY DIRECTORS ROUNDTABLE
This session is a focused roundtable for founders and directors to step back and assess their own progress—not their clients’, their own.
It’s a chance to pressure-test your plan, your financials, your lifestyle outcomes, and whether the returns match the effort and risk you’re carrying. Surrounded by like-minded peers, you’ll compare paths, share challenges in a confidential setting, and reset your next moves with clarity.
Simple goal: ensure you’re on track to build what you set out to build.
This session is intended for FOUNDERS & DIRECTORS only.
Monday 3 August
11:30am – 12:30pm
CERTAINTY SKILLING (CS139)
CLIENT-ONLY EVENT
CERTAINTY SKILLING SESSION – CERTAINTY ADVICE
These intensive Zoom training sessions bring together members of the Certainty Advice Community to accelerate capability and confidence when engaging comprehensive advice clients. Highly interactive by design, each session uses case studies, role-plays, and breakout discussions to turn learning into practical skill development. The focus is on providing the support needed for advisers to build unique competencies, recognising that learning styles, pace of progress, and development paths differ for every participant.
These events may credit towards the attendees’ annual professional development hours.
MONDAY 17 August
11:30am – 12:30pm
GAME PLAN (GP08)
CLIENT-ONLY EVENT
GAME PLAN SESSION: Building Valuable Advice Careers Six Weeks at a time
You can’t deliver valuable advice to clients if you don’t have a valuable plan for your own career development. These six-week game-planning sessions are designed for every team member implementing Certainty Advice.
In these sessions, you’ll:
- Share your real implementation experiences with other team members from other firms
- Set practical short and long-term objectives that align with your role and circumstances
- Understand your best next steps and outcomes with others on similar skill paths.
Like the plans teams produce for clients, team members need their own clear and valuable development plans.
Tuesday 18 August
11:30am – 12:30pm
CERTAINTY TEAMS (CT_DT_33)
CLIENT-ONLY EVENT
“MAKING YOUR PLANS #1 PRIORITY” – CERTAINTY DIRECTORS ROUNDTABLE
This session is a focused roundtable for founders and directors to step back and assess their own progress—not their clients’, their own.
It’s a chance to pressure-test your plan, your financials, your lifestyle outcomes, and whether the returns match the effort and risk you’re carrying. Surrounded by like-minded peers, you’ll compare paths, share challenges in a confidential setting, and reset your next moves with clarity.
Simple goal: ensure you’re on track to build what you set out to build.
This session is intended for FOUNDERS & DIRECTORS only.
Tuesday 29 September
11:30am – 12:30pm
CERTAINTY TEAMS (CT_DT_34)
CLIENT-ONLY EVENT
“MAKING YOUR PLANS #1 PRIORITY” – CERTAINTY DIRECTORS ROUNDTABLE
This session is a focused roundtable for founders and directors to step back and assess their own progress—not their clients’, their own.
It’s a chance to pressure-test your plan, your financials, your lifestyle outcomes, and whether the returns match the effort and risk you’re carrying. Surrounded by like-minded peers, you’ll compare paths, share challenges in a confidential setting, and reset your next moves with clarity.
Simple goal: ensure you’re on track to build what you set out to build.
This session is intended for FOUNDERS & DIRECTORS only.
Tuesday 27 October
11:30am – 12:30pm
CERTAINTY TEAMS (CT_DT_35)
CLIENT-ONLY EVENT
“Certainty Implementation – Up-Front and Existing – The ‘How’” – CERTAINTY DIRECTORS ROUNDTABLE
This session is a focused roundtable for founders and directors to step back and assess their own progress—not their clients’, their own.
It’s a chance to pressure-test your plan, your financials, your lifestyle outcomes, and whether the returns match the effort and risk you’re carrying. Surrounded by like-minded peers, you’ll compare paths, share challenges in a confidential setting, and reset your next moves with clarity.
Simple goal: ensure you’re on track to build what you set out to build.
This session is intended for FOUNDERS & DIRECTORS only.
Tuesday 24 November
11:30am – 12:30pm
CERTAINTY TEAMS (CT_DT_36)
CLIENT-ONLY EVENT
“MAKING YOUR PLANS #1 PRIORITY” – CERTAINTY DIRECTORS ROUNDTABLE
This session is a focused roundtable for founders and directors to step back and assess their own progress—not their clients’, their own.
It’s a chance to pressure-test your plan, your financials, your lifestyle outcomes, and whether the returns match the effort and risk you’re carrying. Surrounded by like-minded peers, you’ll compare paths, share challenges in a confidential setting, and reset your next moves with clarity.
Simple goal: ensure you’re on track to build what you set out to build.
This session is intended for FOUNDERS & DIRECTORS only.
Meet The Convenor
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
Welcome your feedback, your questions, your suggestions, your recommendations & opinions regarding our Certrainty events…