Progressing with financial certainty
The Certainty Advice Podcast
LATEST EPISODE
Benchmarks provide relativity for planning and performance management, provided the benchmarks are relevant. As firm’s grow along their growth cycle, benchmarks can provide important ‘signposts’ guiding growth. However at crucial stages some benchmarks are more important and relevant than others. This session shares relevant Client, Productivity and Growth Benchmarks, but also includes from “Breakthrough” Benchmarks that will help accelerate firms into the new era of team-based financial advisory firms.
2022 Business Benchmarks for Greater Certainty
PREVIOUS EPISODES
2022 Planning - Aligning Team Careers Plans & Business Plans
Articulating Value - is it about Money, or Advice or Planning?
Outsourcing with Certainty
“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.”
Merging Client Bases
Outgrowing Advice Clients
How Your Advice Grid will Power Your Price Commitee
Inducting New Team Members - 1st Day/2nd Chair
Selling Once, Twice, Three Times
“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.”
Quoting Prior Discovery
Different Financial Languages
“It’s all related to performance.”
Lessons from Lost Opportunities
Firm Growth with SME Advice
Screen Clients with Certainty
Engaging New Clients with Certainty
Fixed and variable pricing with Certainty
“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.”
“As a potential client, you must ensure you’re the only person paying the adviser.”
The future evolution of advice firms
What the Hayne Royal Commission Got Right
What's the new expected driver of trust
Why Being Legal Doesn't Mean Being Right or In your Best Interests
“The most important aspect of an advice relationship is sincerity.”
The Value of Assurance & Reassurance Versus Specific Advice - Particularly in the COVID Era
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
The Value of Unexpected Questions
Why People Need Advice More Than Ever
The Changing Advice Conversation
“Unfortunately the great Australian axiom ‘she’ll be right’ when married with a DIY approach will have disastrous results”
The Dangers of Shallow Advice in Times of COVID-19
DON'T CONFUSE 'THE MEANS' WITH 'THE ENDS' WHEN SEEKING ADVICE IN THESE TIMES
Price Advice like Electricity?
The Dangers of 'Narrow' Advice
The Missing Conversations In Superannuation
Choice is ruining our Superannuation System
Superannuation, "She'll be Right?" Better think again.
Your Superannuation - It's Just another Savings Account
Superannuation - The Three Key Questions
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
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