Progressing with financial certainty
The Certainty Advice Podcast
LATEST EPISODE
Why do some advisers sell the same thing three times? The financial plan, the plan’s implementation and the on-going fees? How can advisers switch this to just selling once – the advisory relationship? Key to advisory teams offering comprehensive advice is to ensure their ‘worth’ in the client’s mind is not aligned to a plan or it’s implementation of estimated on-going fees, worth needs to be based on something far more important to each client.
Selling Once, Twice, Three Times
PREVIOUS EPISODES
Quoting Prior Discovery
Different Financial Languages
Lessons from Lost Opportunities
Firm Growth with SME Advice
Screen Clients with Certainty
Building Quotes with Certainty
Fixed and variable pricing with Certainty
The future evolution of advice firms
The Royal Commission and Everyday Australians - Where are the benefits?
Why the Shake-Up - The Royal Commission - Was Needed
What the Hayne Royal Commission Got Right
The New Landscape of Advice
What's the new expected driver of trust
Why Being Legal Doesn't Mean Being Right or In your Best Interests
The Value of Assurance & Reassurance Versus Specific Advice - Particularly in the COVID Era
“The most important aspect of an advice relationship is sincerity.”
Why The Royal Commission Didn't Really Get The Job Done
How the Royal Commission Reconnected Australians with their Superannuation
Advice Isn't A Product - And Australians Know It
The Fresh Starts Ahead
Why Most Australians Are Still Confusing Advice & Product
Are there winners from the $70M Royal Commission?
How to Plan for the 'New' Future
The Value of Unexpected Questions
Why People Need Advice More Than Ever
The Changing Advice Conversation
The Dangers of Shallow Advice in Times of COVID-19
Objectivity Is the Driver For Better Decisions and Better Outcomes
DON'T CONFUSE 'THE MEANS' WITH 'THE ENDS' WHEN SEEKING ADVICE IN THESE TIMES
Finding Your Best Possible Steps Beyond COVID-19
Why the Advice Industry needs new brand names
“As a potential client, you must ensure you’re the only person paying the adviser.”
Advice: Beware The Race to the Bottom
OPENNESS, CLARITY & TRANSPARENCY
A NEW ERA OF ADVICE
Price Advice like Electricity?
The Dangers of 'Narrow' Advice
Minimise Your Angst To Stay on Track
The Missing Conversations In Superannuation
Choice is ruining our Superannuation System
Superannuation, "She'll be Right?" Better think again.
How Superannuation has lost it's Intent
Your Superannuation - It's Just another Savings Account
Superannuation - The Three Key Questions
Fear is our GREATEST THREAT
The difference between sales and advice
Beware The Two Key Dysfunctions of Advisers
About Certainty Podcasts
When seeking to understanding the alternatives to today’s mainstream financial advice models it helps to hear many perspectives. Certainty Podcasts feature insights and experiences from our clients, advisers, advisory team members, commentators and others who believe the value of advice is more than products. Our objective is to provide discoveries to achieve more, challenge paradigms and broaden the value of financial advice for more – love your feedback…
Meet The Host
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…