Growing with Certainty

Thursday 15 September 2022

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

Certainty Advice Live Workshops are different. Since 2004, our most successful structure for productive learning workshops is based upon the formula of  FUTURE FOCUS, combined with PARTICIPATIVE group work, and SUPPORT for everyone’s next steps.

CLIENT BREAKTHROUGHS

Clients fund growth. Sharing the insights, propositions, pricing and precedents advisory teams use to deliver the value their clients seek accelerates the breakthroughs for all participants.

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

Leveraging the growth steps made by others improves the confidence, returns and potential of everyone. Growth is best tackled collaboratively and not alone. This session provides the support to tackle the priorities and achieve post-event breakthroughs.

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

For those that value the power of accountability to support implementation, ongoing support plans will continue post-session with tools, advice, accountability and support.

Key Note Speaker, Cheryl Chantry

Executive Coach & Consultant, MScCoachPsych

MBA, GAICD, GradDipIns, BEc, ACC

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

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.

Get In Touch

Please share with us your queries regarding our September 15 Workshop…

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