by Jim Stackpool | Aug 1, 2018 | Client Offerings, Consultative Approach, Leadership, Value Proposition
Katie and Tim are clients of Reine Clemow and his right-hand-lady Donna Loverick at Acquira Wealth Partners in bustling Southport. You know what struck me listening to them? Katie and Tim were very informed, aware and particularly certain of one thing. They...
by Jim Stackpool | Sep 1, 2017 | Client Offerings, Leadership, Ongoing Relationships, Value Proposition
“Too many people today are paying for financial advice like they pay for a meal at a restaurant,” says Terry Powell a Principal of PF Private Wealth and a Certainty Adviser based in Geelong, Victoria. “You only pay at the end of the meal, regardless of the...
by Jim Stackpool | Aug 16, 2017 | Client Offerings, Leadership, Ongoing Relationships, Value Proposition
For Jeff Thurecht and Mia Taylor, Certainty Advisers with Evalesco in Sydney’s CBD, it takes a little time for people to recognise what genuinely valuable advice is. That’s OK for them. They understand quality advice relationships aren’t created overnight. An...
