Growing with Certainty
MANLY PACIFIC HOTEL, MANLY BEACH NSW
A one-day workshop to accelerate the growth of financial advisory teams.
The uncertain economic times provide a clear certainty. The advice industry is overloaded with opportunities while facing an emerging new era of advice.
Our Workshop will accelerate your plans by sharing the insights, lessons, models and strategies teams are using to advise & grow better.
Advance your financial advice teams with Certainty.
“Early Bird” fee:
(prior 15/8/2022) |
“Late Bird” fee: | |
Non-Members |
$380+Gst/seat | $480+Gst/seat |
15 September Agenda
(subject to change)
WELCOME & ADVICE TRENDS
CLIENT BREAKTHROUGHS
BUSINESS BREAKTHROUGHS
Advisory firms grow via breakthroughs rather than past success. Advice firms are in a perfect storm of opportunity – high demands, fight for talent, uncertain regulatory change, growth of outsourcing, advising with Zoom. This session shares the tough lessons and the breakthroughs being achieved.
KEY NOTE SPEAKER
Facilitate working models for improving capacity management in small advisory teams – Cheryl Chantry
See clip below for an overview of Cheryl’s insightful session.
MANAGING CAPACITY
Recuitment? Mergers? Acquisitions? Pricing? Delegation? Outsourcing? Training? This session will discuss the priorities to manage the widening capacity issue for growing Advisory Teams.
APPLYING LEARNINGS
FINISH - REVIEW
Many may choose to rush off but the informal post-event review may be the most impactful session of the event as the Certainty Team hosts a post-event session for those that linger to relax and discuss new plans.
POST EVENT
Cheryl is a highly experienced business leader with over 20 years of experience in the financial services sector in Australia. She has worked for some of the largest general insurance companies, Suncorp and IAG, leading large customer-facing, operational, technical and strategic planning teams, including end-to-end P&L accountability. She is known for her ability to lift thinking to a strategic systems level and for having a view of complexity across a broad range of timeframes and stakeholder groups.
“Every Certainty event brings new insights on the power of value to grow our firm”
Donna Laverick – PRACTICE MANAGER
Acquira Wealth Partners, Gold Coast
“Highly beneficial hearing takes from other advisers at various stages of implementation – provided me a substance to build my own business”
Callan Townsend – ADVISER
Navigate Advice, Manly
“This was so wonderful and I really, for the first time in a long time, feel like I have a path forward”
MANDY NEWMAN – Principal Adviser
AJN Financial Services, Sunshine Coast
Thank You
10% of all proceeds received 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
Founder - Certainty Advice Group
Since 1989 Jim has influenced, and consulted to advisory firms across Australia. As founder of Certainty Advice Group, he acts primarily as facilitator for professionals seeking to build advice businesses to serve the broad best interests of clients.
He has published four books on advice, written industry white papers, judged industry awards, chaired practice management curriculum for higher education institutions, and has been granted by IP Australia and ACCC, Australia’s first professional financial advice certification standard for unconflicted advice – Certainty Advice.