A CERTAINTY ADVICE ONLINE WORKSHOP

2021 - Pricing for Growth

The event, community, insights and tools to establish the strongest, most rewarding and most client-based pricing methodology possible

 

 

Certainty Advice Online Workshop

Thursday, 18 February 2021

10:30AM – 3:30PM (Sydney Summer Time)

Workshop Agenda

(PLEASE NOTE: THIS IS A VIRTUAL WORKSHOP – ALL TIMES ARE SYDNEY SUMMER TIMES – SHORT BREAKS BETWEEN EACH SESSION – AGENDA SUBJECT TO CHANGE)

EVENT OBJECTIVE:

Each year our February Certainty Advice Workshop brings together a community of like-minded firms, the best value pricing approach in the marketplace and the support to create a unique 2021 Pricing Plan for each participating firm.  

10:30AM: “PRICING ADVICE FOR THE FASEA ERA”

  • Welcome 
  • Complexity Pricing
  • Group Insights & Plans
  • Q&A 

11:45AM VALUE PRICING CASE STUDY

  • Panel of Practitioners
  • Identifying the Client’s Value
  • Existing & New Clients
  • Q&A 

1:20PM: 2021 PRICING PRECEDENTS

  • Panel of Practitioners
  • Pricing on Value – Consistently & Methodically
  • Specific Precedents for Specific Advice Niches
  • Q&A

2:35PM: CREATING 2021 PRICING PLANS

  • Panel of Practitioners
  • Pricing Minimums
  • Pricing Breakthroughs
  • Pricing Committees
  • Pricing Retainers
  • Q&A

3:30PM: CLOSE

Great to flesh out what other firms are doing.

Craig Abela

Practice Principal, Signate Private Wealth, GOLD COAST

Each section was valuable as you can always take one bit of information away from the forums.

Amber Stevenson

Financial Adviser, Signate Private Wealth, GOLD COAST

This was seriously one of the best events I’ve attended online. Great event, very accessible, and even when we return to “normal” travel, I think this is a viable option for you from time to time.

Stuart Roe

Financial Planner, Roe Financial, GLANDORE

The individual messages resonated.

Fausto Pastro

Principal, William Buck, SYDNEY

Reaffirmation of the true value we give clients. 

Neil Watson

Principal, The Planning Room, CAMMERAY

These sessions help me fine tune our approach by understanding what other firms like ours are doing. 

Travis Martin

Principal, Monument Advisory, WEST PERTH

Networking, rehearsing, practicing – all valuable.

Paul Birch

Principal, Pacific Wealth, MANLY VALE

TOOLS You’ll NEED…

The following will assist your experience when joining us virtually…

 

SHARPIE & PAPER

There will be time for your individual notes and drawing with pen & paper. You will also be asked to snap your notes and upload to share during the event.

HEADPHONES & MIC

Hearing you is as important as you being able to hear us. While there are always video & audio issues, your own headphones and ideally separate (non-computer) mic always helps. Smartphone earphones and mic are ideal. 

Twin Screens

Remote events are most effecitve when you  can see the community as though you’re in a room together. One screen for your workspaces (we’re using MIRO & GoToWebinar) and another for faces. (Not mandatory of course).

Register

Click on the link below to register. 

Thank You

10% of all Workshop proceeds will be donated to the best unknown charity on our Northern Beaches – Streetwork – the last resort for growing numbers of lost, stressed kids.

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

We welcome your feedback, your questions, your suggestions, your recommendations & opinions regarding our February 18th Certainty Advice Online Workshop…

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