Progressing with financial certainty

The Certainty Advice Podcast

 

LATEST EPISODE

Building effective third-party alliances requires smart work. This session covers the third technique to build alliances with a strong preference for alliances built via existing client relationships. The session discusses the need for a plan, and the need for Alliance IP, but most importantly, this session highlights the due diligence needed to create, sustain and manage an effective third-party alliance partnership with like-minded third-party professionals.

Building alliances with Certainty

by Jim Stackpool | ROUNDTABLE SERIES

PREVIOUS EPISODES

“The fundamental driver is you.”

Jim Stackpool

Greater client awareness using the goal-driver tool

by Jim Stackpool | ROUNDTABLE SERIES

Advising Partners who keep their finances separate

by Jim Stackpool | ROUNDTABLE SERIES

Progressing with Certainty Benchmarks

by Jim Stackpool | ROUNDTABLE SERIES

Referrals With Certainty

by Jim Stackpool | ROUNDTABLE SERIES

Kylie Stirling - My Journey with Certainty

by Jim Stackpool | ROUNDTABLE SERIES

Managing Your 'Quiet' Clients with Certainty

by Jim Stackpool | ROUNDTABLE SERIES

“Everyone is going to get from point A to point B. How am I going to get there faster?”

Keith Abraham

Professional Certified Speaker

Quoting with Certainty

by Jim Stackpool | ROUNDTABLE SERIES

“That’s not what we do, we’ve taken it to the next level. We want to be the one source of truth.”

Kylie Stirling

Stirling Financial

Two Chairs Meetings

by Jim Stackpool | ROUNDTABLE SERIES

Screening Prospects with Certainty

by Jim Stackpool | ROUNDTABLE SERIES

“You have to think about what it really looks like to take your business to the next level.”

Keith Abraham

Certified Speaking Professional

Positioning with Keith Abraham

by Jim Stackpool | ROUNDTABLE SERIES

Working with Third-Party Specialists

by Jim Stackpool | ROUNDTABLE SERIES

Handling Sensitive Conversations

by Jim Stackpool | ROUNDTABLE SERIES

Building Teams with Certainty

by Jim Stackpool | ROUNDTABLE SERIES

Hopes/Plans for 2022

by Jim Stackpool | ROUNDTABLE SERIES

“Talking to clients about what’s important to them and their goals.”

Lance Swansbra

Braeside Wealth, CRUNULLA

2022 Breakthroughs

by Jim Stackpool | ROUNDTABLE SERIES

2022 Business Planning - 2021 Insights

by Jim Stackpool | ROUNDTABLE SERIES

2022 Business Benchmarks for Greater Certainty

by Jim Stackpool | ROUNDTABLE SERIES

2022 Planning - Aligning Team Careers Plans & Business Plans

by Jim Stackpool | ROUNDTABLE SERIES

First cab off the rank, first to adopt, first to change tact, first to embrace.”

Susan Bryant

Seeds of Advice, ASCOT

Articulating Value - is it about Money, or Advice or Planning?

by Jim Stackpool | ROUNDTABLE SERIES

“It’s all about giving clients the lives that they aspire to.”
Samantha Albiez

Bravium, CANBERRA

Outsourcing with Certainty

by Jim Stackpool | ROUNDTABLE SERIES

Merging Client Bases

by Jim Stackpool | ROUNDTABLE SERIES

“When you explain to clients in a project sense that the support required to achieve their outcomes might change year on year…most clients actually respect and understand that.”

Peter Stevenson

Signate Private Wealth GOLD COAST

Outgrowing Advice Clients

by Jim Stackpool | ROUNDTABLE SERIES

How Your Advice Grid will Power Your Price Commitee

by Jim Stackpool | ROUNDTABLE SERIES

Inducting New Team Members - 1st Day/2nd Chair

by Jim Stackpool | ROUNDTABLE SERIES

Selling Once, Twice, Three Times

by Jim Stackpool | Roundtable Series

Quoting Prior Discovery

by Jim Stackpool | ROUNDTABLE SERIES

“My clients are used to a bit of tough love from me. I’m very prescriptive about it and I explain to clients why and often they’ll ask me to increase the scope once we’ve had that conversation.”

Susan Bryant

Seeds of Advice ASCOT

Different Financial Languages

by Jim Stackpool | ROUNDTABLE SERIES

Lessons from Lost Opportunities

by Jim Stackpool | ROUNDTABLE SERIES

“It’s all related to performance.”

Nick Gyngell

Financial Lifetime Strategies ASHWOOD

Firm Growth with SME Advice

by Jim Stackpool | ROUNDTABLE SERIES

Screen Clients with Certainty

by Jim Stackpool | ROUNDTABLE SERIES

Engaging New Clients with Certainty

by Jim Stackpool | ROUNDTABLE SERIES

Fixed and variable pricing with Certainty

by Jim Stackpool | ROUNDTABLE SERIES

“This is the best time…we’ve proven more then anytime in my 24 years that people really do seek your counsel and that has nothing to do with product.”

Tim Carrigg

Apprise Advisory MELBOURNE

The future evolution of advice firms

by Jim Stackpool & Scott Fitzpatrick | THE GAF

What's the new expected driver of trust

by Jarad Stirling | STIRLING FINANCIAL CONSULTING CARINGBAH

Why Being Legal Doesn't Mean Being Right or In your Best Interests

by Charlie Haynes | LONSEC SYDNEY

“As a potential client, you must ensure you’re the only person paying the adviser.”

Scott Farmer

Bravium, CANBERRA

“The most important aspect of an advice relationship is sincerity.”

Travis Martin

Scope Advisory WEST PERTH

The Value of Assurance & Reassurance Versus Specific Advice - Particularly in the COVID Era

by Annette Pulbrook | FINBIZ ADVISERS WARNERS BAY

Why The Royal Commission Didn't Really Get The Job Done

by Clayton Daniel | XY ADVISER CIRCULAR QUAY

How the Royal Commission Reconnected Australians with their Superannuation

by Tom Curtis | ROE FINANCIAL GLANDORE

Advice Isn't A Product - And Australians Know It

by Reine Clemow | ACQUIRA WEALTH PARTNERS GOLD COAST

“It’s about delivering on the promise to a client.”
Reine Clemow

Acquira Wealth Partners GOLD COAST

Why Most Australians Are Still Confusing Advice & Product

by Travis Martin & Dieter Tode | SCOPE ADVISORY WEST PERTH

The Value of Unexpected Questions

by Travis Martin & Dieter Tode | SCOPE ADVISORY WEST PERTH

The Changing Advice Conversation

by Annette Pulbrook | FINBIZ ADVISERS WARNER'S BAY

“Single advice is valuable in the right context – but comprehensive advice always provides better options”

Jarad Stirling

Stirling Financial Consulting, CARINGBAH NSW

The Dangers of Shallow Advice in Times of COVID-19

by Jarad Stirling | STIRLING FINANCIAL CONSULTING CARINGBAH

DON'T CONFUSE 'THE MEANS' WITH 'THE ENDS' WHEN SEEKING ADVICE IN THESE TIMES

by Scott Farmer & Samantha Albiez | BRAVIUM CANBERRA

“Unfortunately the great Australian axiom ‘she’ll be right’ when married with a DIY approach will have disastrous results”

Reine Clemow

Acquira Wealth Partners GOLD COAST

Price Advice like Electricity?

by Scott Farmer | BRAVIUM CANBERRA

“There are too many ridiculous layers making Superannuation irrelevant for too many Australians”
Travis Martin

Scope Advisory WEST PERTH

The Dangers of 'Narrow' Advice

by Jarad Stirling | STIRLING FINANCIAL CONSULTING

The Missing Conversations In Superannuation

by Martin Harkness | INFOCUS NEDLANDS PERTH

Choice is ruining our Superannuation System

by Travis Martin | MONUMENT ADVISORY WEST PERTH

Superannuation, "She'll be Right?" Better think again.

by Reine Clemow | ACQUIRA WEALTH PARTNERS GOLD COAST

Your Superannuation - It's Just another Savings Account

by Annette Pulbrook | FINBIZ ADVISERS WARNER'S BAY

Superannuation - The Three Key Questions

by Scott Farmer | BRAVIUM CANBERRA

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

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…

WordPress Image Lightbox Plugin