Progressing with financial certainty

The Certainty Advice Podcast

 

LATEST EPISODE

Jim recently joined Scott Fitzpatrick on his podcast The GAF to explore the concepts around moving from a product focused business to one modelled on advice. They cover a range of topics from pricing to business succession. It’s an episode jam packed with valuable insights you’re sure to love.

 

To hear more from The GAF visit https://scottfitzpatrick.podbean.com/.

the future evolution of advice firms

THE GAF WITH SCOTT FITZPATRICK

PREVIOUS EPISODES

The Royal Commission and Everyday Australians - Where are the benefits?

by Paul Gilbey | HYWOOD PARTNERS PERTH

Why the Shake-Up - The Royal Commission - Was Needed

by Julie Hautot | HYWOOD PARTNERS PERTH

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

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

by Annette Pulbrook | FINBIZ ADVISERS WARNERS BAY

“Without starting with a really clear, articulated understanding of a client’s aspirations, there’s just no way to deliver valuable advice. That would be the litmus test for them whether the advice they’re going to receive is going to be valuable or not.”

Scott Farmer

Principal, Bravium CANBERRA

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

Travis Martin

Principal, Monument Advisory WEST PERTH

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

Why Most Australians Are Still Confusing Advice & Product

by Travis Martin & Dieter Tode | MONUMENT ADVISORY WEST PERTH

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

Principal, Acquira Wealth Partners GOLD COAST

Are there winners from the $70M Royal Commission?

by Neil Watson | THE PLANNING ROOM CAMMERAY

“Clients need to think about how they are approached. What questions are being asked? What is the focus of your engagement with your adviser – product or outcomes-based?”
Paul Gilbey

Principal, Hywood Partners, PERTH

The Value of Unexpected Questions

by Travis Martin & Dieter Tode | MONUMENT ADVISORY WEST PERTH

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

Financial Adviser, Bravium, CANBERRA

The Changing Advice Conversation

by Annette Pulbrook | FINBIZ ADVISERS WARNER'S BAY

The Dangers of Shallow Advice in Times of COVID-19

by Jarad Stirling | STIRLING FINANCIAL CONSULTING CARINGBAH

Objectivity Is the Driver For Better Decisions and Better Outcomes

by Paul Birch | PACIFIC WEALTH MANLY

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

by Scott Farmer & Samantha Albiez | BRAVIUM CANBERRA

Finding Your Best Possible Steps Beyond COVID-19

by Neil Watson & Stuart Copeland | THE PLANNING ROOM CAMMERAY

Why the Advice Industry needs new brand names

by Julie Hautot | HYWOOD PARTNERS PERTH

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

Scott Farmer

Principal, Bravium, CANBERRA

Advice: Beware The Race to the Bottom

by Paul Gilbey | HYWOOD PARTNERS PERTH

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

Principal, Stirling Financial Consulting, CARINGBAH NSW

OPENNESS, CLARITY & TRANSPARENCY

by Anne-Marie Humphries | HUON FINANCIAL PLANNING ALBURY

Price Advice like Electricity?

by Scott Farmer | BRAVIUM CANBERRA

The Dangers of 'Narrow' Advice

by Jarad Stirling | STIRLING FINANCIAL CONSULTING

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

Principal, Acquira Wealth Partners GOLD COAST

Minimise Your Angst To Stay on Track

by Paul Birch | PACIFIC WEALTH MANLY

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

“Superannuation has lost it’s original intent and it will adversely affect every Australian with super funds”
Anne-Marie Humphries

Principal, Huon Financial Planning ALBURY

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

Principal, Monument Advisory WEST PERTH

How Superannuation has lost it's Intent

by Anne-Marie Humphries | HUON FINANCIAL PLANNING ALBURY

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

Fear is our GREATEST THREAT

by Anne-Marie Humphries | HUON FINANCIAL PLANNING ALBURY

“Seek out advisers that talk to you about you, before talking to you about their products”

Julie Hautot

Principal, Hywood Partners PERTH

Beware The Two Key Dysfunctions of Advisers

by Anne-Marie Humphries | HUON FINANCIAL PLANNING ALBURY

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.

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Welcome your feedback, your questions, your suggestions, your recommendations & opinions…

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