Certainty Advice Podcasts

Jim Stackpool - Founder Certainty Advice Group
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Certainty Advice Podcasts Podcast

Jim Stackpool is one of Australia’s foremost authorities on the topic of Building Full Service Financial Advisory Firms. His firm's expertise is helping firms transition from hourly rates or product payments to value-based flat fee pricing and navigating through the six stages of growing advisory firms.

  1. 24/11/2022

    Minimum Pricing Roundtable

    Minimum Pricing is a tough issue to manage because he forces advisory teams to re-position their value and pricing with existing clients. Advice firms are generally strong with implementation of their minimum annual pricing, but not as strong with the managing the expectations and value conversations with longer term clients whose prices are approaching or falling below minimums. There are a number of factors and tools to address this which is covered in this Certainty Rountable.

    17 min

  2. 26/10/2022

    Conversation Zero Roundtable

    Because Certainty Advice is different, screening of enquiries is also different for firms implementing Certainty Advice. This session provides the 'frameworks' but also the key 'mindsets' vital to hold effective screening conversations prior making the time to meet with new prospects. The words used and the way they are delivered set the context for effective Discovery Meetings. This session provides the proven guidelines.

    12 min

  3. 18/09/2022

    Huddles - How to Work Your Plan

    Daily, Weekly, Monthly Huddles are crucial for advisory firms. Without some form of regular team huddle, a team's priorities will tend to become less urgent and important than the priorities of clients and the demands created by clients. The core objective of good Huddles is support for each other as teams inevitably hurdle endless the endless blockages constructed via natural healthy progress. This session discusses how Huddles are prioritising team's priorities for busy advisory teams.

    9 min

  4. 13/09/2022

    The Ambleside journey

    Nicole O'Sullivan and Caitlin Walker from Ambleside Wealth Advisers on Victoria's South Coast town of Warrnambool share the mindsets that have shaped a great Certainty Journey over nearly 12 months. Dropping long-held assumptions, lifting accountability, defining who to serve as just some of the great examples how Ambleside has implemented significant change in a regional community. As a new era of advisers enter the advice marketplace, the stories of Caitlin and Nicole will provide confidence that the future of advice will be built by some great teams.

    22 min

  5. 13/09/2022

    Building alliances with Certainty

    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.

    22 min

  6. 13/09/2022

    Greater client awareness using the Goal-Driver tool

    Understanding what drives clients is essential to every Certainty Advice Proposition. While the annual Discovery conversation identifies, prioritises and confirms the overall approach, tools like Keith Abraham's Goal Driver helps with the micro-steps on every client's journey. Also team members aware of each others micro-drivers helps bring crucial awareness that we are not the same in what matters in the progress with seek. How to use this tool, who to use it with and why it was developed are all covered in this important session.

    20 min

  7. 13/09/2022

    Advising partners who keep their finances separate

    For good reasons, some clients seek advice which respects that some matters of their financial affairs will be kept confidential even from each other. How does Certainty Advice cater for these client scenarios? This session highlights four areas to focus upon when dealing with these client situations.

    18 min

  8. 13/09/2022

    Progressing with Certainty benchmarks

    Progress means different things to different firms at different times. Once firms are through their initial survival mode when all benchmarks point towards cashflow and survival, a myraid of options appears as to how best guide growth. This session provides an overview of key performance benchmarks for advisory firms in areas of growth, profitability, productivity and fees. Sample benchmarks for 'standard' and 'best practice' performance are also provided.

    21 min
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About

Jim Stackpool is one of Australia’s foremost authorities on the topic of Building Full Service Financial Advisory Firms. His firm's expertise is helping firms transition from hourly rates or product payments to value-based flat fee pricing and navigating through the six stages of growing advisory firms.

Information

  • Creator
    Jim Stackpool - Founder Certainty Advice Group
  • Years Active
    2019 - 2022
  • Episodes
    67
  • Rating
    Clean
  • Copyright
    © All Rights Reserved - Strategic Consulting & Training Pty Limited trading as Certainty Advice Group - Australia - ACN 59 066 428 573
  • Show Website
    Certainty Advice Podcasts

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