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

by Jim Stackpool | ROUNDTABLE SERIES

PREVIOUS EPISODES

2022 Planning - Aligning Team Careers Plans & Business Plans

by Jim Stackpool | ROUNDTABLE SERIES

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

Bravium, CANBERRA

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

by Jim Stackpool | ROUNDTABLE SERIES

Outsourcing with Certainty

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

Bridges COFFS HARBOUR

Merging Client Bases

by Jim Stackpool | ROUNDTABLE SERIES

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

“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

Quoting Prior Discovery

by Jim Stackpool | ROUNDTABLE SERIES

Different Financial Languages

by Jim Stackpool | ROUNDTABLE SERIES

“It’s all related to performance.”

Nick Gyngell

Financial Lifetime Strategies ASHWOOD

Lessons from Lost Opportunities

by Jim Stackpool | ROUNDTABLE SERIES

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

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

Scott Farmer

Bravium, CANBERRA

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

“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

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

Stirling Financial Consulting, CARINGBAH NSW

The Changing Advice Conversation

by Annette Pulbrook | FINBIZ ADVISERS WARNER'S BAY

“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

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

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

Scope Advisory WEST PERTH

Price Advice like Electricity?

by Scott Farmer | BRAVIUM CANBERRA

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.

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

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