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
PREVIOUS EPISODES
“The fundamental driver is you.”
Greater client awareness using the goal-driver tool
Advising Partners who keep their finances separate
Progressing with Certainty Benchmarks
Referrals With Certainty
Kylie Stirling - My Journey with Certainty
Managing Your 'Quiet' Clients with Certainty
“Everyone is going to get from point A to point B. How am I going to get there faster?”
Quoting with Certainty
“That’s not what we do, we’ve taken it to the next level. We want to be the one source of truth.”
Two Chairs Meetings
Screening Prospects with Certainty
“You have to think about what it really looks like to take your business to the next level.”
Positioning with Keith Abraham
Working with Third-Party Specialists
Handling Sensitive Conversations
Building Teams with Certainty
Hopes/Plans for 2022
“Talking to clients about what’s important to them and their goals.”
2022 Breakthroughs
2022 Business Planning - 2021 Insights
2022 Business Benchmarks for Greater Certainty
2022 Planning - Aligning Team Careers Plans & Business Plans
“First cab off the rank, first to adopt, first to change tact, first to embrace.”
Articulating Value - is it about Money, or Advice or Planning?
Outsourcing with Certainty
Merging Client Bases
“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.”
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
Quoting Prior Discovery
“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.”
Different Financial Languages
Lessons from Lost Opportunities
“It’s all related to performance.”
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.”
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
“As a potential client, you must ensure you’re the only person paying the adviser.”
“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
“Single advice is valuable in the right context – but comprehensive advice always provides better options”
The Dangers of Shallow Advice in Times of COVID-19
DON'T CONFUSE 'THE MEANS' WITH 'THE ENDS' WHEN SEEKING ADVICE IN THESE TIMES
“Unfortunately the great Australian axiom ‘she’ll be right’ when married with a DIY approach will have disastrous results”
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
Welcome your feedback, your questions, your suggestions, your recommendations & opinions…