Progressing with financial certainty
The Certainty Podcasts
LATEST EPISODE
TRAVIS MARTIN & DIETER TODE – acting Director and Principal Certainty Advisers of Monument Advisory in West Perth WA, share their insights into the importance of ‘value’ in financial advice – how it is sought and gained, gets things done and ensures all parties are on the same page. This is the essential component to Monument Advisory and allows for making real positive change in their clients’ financial lives.
The value of unexpected questions
PREVIOUS EPISODES
“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?”
The Changing Advice Conversation
The Dangers of Shallow Advice in Times of COVID-19
Objectivity Is the Driver For Better Decisions and Better Outcomes
DON'T CONFUSE 'THE MEANS' WITH 'THE ENDS' WHEN SEEKING ADVICE IN THESE TIMES
Finding Your Best Possible Steps Beyond COVID-19
Why the Advice Industry needs new brand names
“Superannuation is just another savings account – keep it simple.”
Advice: Beware The Race to the Bottom
“Single advice is valuable in the right context – but comprehensive advice always provides better options”
OPENNESS, CLARITY & TRANSPARENCY
A NEW ERA OF ADVICE
Price Advice like Electricity?
The Dangers of 'Narrow' Advice
“Unfortunately the great Australian axiom ‘she’ll be right’ when married with a DIY approach will have disastrous results”
Minimise Your Angst To Stay on Track
The Missing Conversations In Superannuation
Choice is ruining our Superannuation System
Superannuation, "She'll be Right?" Better think again.
“Superannuation has lost it’s original intent and it will adversely affect every Australian with super funds”
“There are too many ridiculous layers making Superannuation irrelevant for too many Australians”
How Superannuation has lost it's Intent
Your Superannuation - It's Just another Savings Account
Superannuation - The Three Key Questions
Fear is our GREATEST THREAT
The difference between sales and advice
“Seek out advisers that talk to you about you, before talking to you about their products”
Beware The Two Key Dysfunctions of Advisers
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…