Building/Merging Clients Advice Bases
We advise proceed with caution when considering a merger or acquisition of an advice client base. This session highlights the different generations of...
Certainty Advice Podcasts
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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.
Outgrowing Advice Clients
A challenge of great advice firms is the growth of client bases. In the old financial planning days clients will often placed in 'quiet' status while ...
How Your Advice Grid will Power Your Price Committee
Shifting from a Fees-For-Service pricing methodology based upon products, hours or range of services to a Value-For_Money pricing methodology based up...
Selling Once, Twice, Three Times
Why do some advisers sell the same thing three times? The financial plan, the plan's implementation and the on-going fees? How can advisers switch thi...
Quoting Prior Discovery
When asked about price prior understanding value being sought, advisers need to become educators. Pricing on value for people's life choices is differ...
Different Financial Languages
It is important to talk the client's "language" when advising them with Certainty. Russ Alan Prince introduced me to his High-Net-Worth Psychology nea...
Lessons from Lost Opportunities
We learn our best lessons the hard way - when we don't expect them. In this session, the Certainty Advice community discusses some of those opportunit...
Building Quotes with Certainty
Duration: 13:43 Date: 5 August 2021 When pricing and engaging on worth and value rather than products with specific recommendations, what is required ...
Fixed and Variable Pricing with Certainty
Duration: 14:15 Date: 30 July 2021 Scoping comprehensive advice requires a specific and methodical approach to pricing. Scope changes all the time, ma...
The Royal Commission and everyday Australians – Where’s the benefits?
Guest: Paul Gilbey, Managing Director & Senior Adviser at Hywood Partners Duration: 18:03 Date: 20 April 2021 In another episode of our “Three Years...