Certainty Advice Podcasts

Certainty Advice Podcasts

Por: Jim Stackpool - Founder Certainty Advice Group
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.
67 episodios disponibles

Latest episodes of the podcast Certainty Advice Podcasts

Minimum Pricing Roundtable 24/11/2022
Conversation Zero Roundtable 26/10/2022
Huddles - How to Work Your Plan 18/09/2022
The Ambleside journey 13/09/2022
Building alliances with Certainty 13/09/2022
Greater client awareness using the Goal-Driver tool 13/09/2022
Advising partners who keep their finances separate 13/09/2022
Progressing with Certainty benchmarks 13/09/2022
Referrals with Certainty 13/09/2022
Kylie Stirling - My journey with Certainty 13/09/2022
Managing you "quiet" clients with Certainty 13/09/2022
Quoting with Certainty 13/09/2022
Selling Client Bases 06/04/2022
Accelerating from associate to senior adviser with Certainty 31/03/2022
Two Chairs Meetings 23/03/2022
Screening Prospects with Certainty 14/03/2022
Positioning with Keith Abraham 01/03/2022
Working with Third-Party Specialists 24/02/2022
Building Teams with Certainty 17/02/2022
Handling Sensitive Conversations 17/02/2022
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