Jim Stackpool
@jstackpool
Adviser to Advisers. Reshaping Australia’s advice industry by fully separating financial products from financial advice.
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Are you at or near capacity? Too busy on everyone else's priorities and not your own? Congratulations you're normal. But growth is not always valuable growth. Bigger isn’t better. Better is better. Register today: certaintyadvicegroup.com/april-2023-pri… #financialservices #financialadvice
Without times of extraordinary efforts, advisory firms fall into a phase of stagnation hoping their growing activity is also growing their long-term prosperity. What do you reckon? #financialadvice #financialservices certaintyadvicegroup.com/to-thrive-it-h…
certaintyadvicegroup.com
To thrive, it helps to be extraordinary - Certainty Advice Group
To thrive, it helps to be extraordinary - Certainty Advice Group
As the advice industry faces a coming decade of re-skilling starting from the top, the themes of flexibility, belonging and commitment are as essential as ever. #FinancialServices #financialadvice
How will you fund your growth, manage your capacity, price your #advice and build careers and firms that prosper for the coming new era of #valuableadvice? Let's discuss w/ other advisory teams on our Feb 24th Pricing with Certainty Workshop. More info: certaintyadvicegroup.com/pricing-worksh…
It is incredible what can happen when good advisers trust most of their clients to value what they do for them. #financialservices #financialadvice
Exiting red zones requires support. Support for our vulnerabilities when we don’t know the answers, when we or our mindsets can be the problem, or when our past successes are hindering future progress. What do you reckon? #FinancialServices certaintyadvicegroup.com/getting-out-of…
certaintyadvicegroup.com
GETTING OUT OF THE RED - Certainty Advice Group
GETTING OUT OF THE RED - Certainty Advice Group
All growing firms and careers encounter inevitable red zones. Red zones don’t kill careers or firms. Unfortunately, they can be worse. Left untreated, they can paralyse careers and firms by sucking much energy and enthusiasm, making the day-to-day increasingly hard-going.
The benefits advisory teams should sell are less about their price or service differentiators, and more about the valuable consequences and options that will ensure better financial lives for clients. What do you reckon? #FinancialServices
Many advisers price their services as if the most crucial difference is how their fees compare to competitors or colleagues across the corridor, town, or country. #financialadvice #financialplanning
While many factors create the correct fee, the more detailed, aligned and specific advisers and their prospects are on the value they are both working towards, the greater the reasons for engagement, the value and the fee. What do you reckon? #FinancialServices #financialadvice
Do you ask your doctor what her fees will be next year? No, neither do I. Why do clients ask what the future ongoing fees will be for their financial advisers? Read on... #financialservices #financialadvice certaintyadvicegroup.com/how-much-is-th…
certaintyadvicegroup.com
HOW MUCH IS THE RENT? - Certainty Advice Group
HOW MUCH IS THE RENT? - Certainty Advice Group
What is good advice? Is it cheap advice? Is it easy to implement advice? Is it advice that saves time or money? Is it advice from a trusted friend? Is it advice from an experienced, qualified adviser? What do you reckon? #financialadvice #financialservices
When asked about next year's fee: For product advisers, the answer will be either a flat fee or a percentage fee based on the amount of funds invested. For comprehensive advisers, the answer will be like their doctor’s - "it depends upon the value sought next year". #finServ
There are no ‘right’ pricing minimums, but common principles underpin each firm’s minimum pricing precedents. Register now! NON-CLIENTS $89+GST: certaintyadvicegroup.com/product/nov-21… CERTAINTY CLIENTS FREE: us02web.zoom.us/meeting/regist… #financialservices #financialadvice
This Certainty Roundtable session will help your firm implement effective minimum pricing models considering the changes in client segmentation models, pro bono, new and existing clients. Free registration here: bit.ly/3EdBJkt #financialservices #financialadvice
Many advisers being Knowledge Professionals, fail to price themselves as Knowledge Professionals. They feel more comfortable, obliged and constrained to price like Product Professionals. #financialservices #financialplanning
Advisers are Knowledge Professionals. They sell intangible things like knowledge, support, care, objectivity, direction and relationships. Accessing their knowledge, experience, and services come at a certain price. A price that can only be confirmed by the firm’s clients.
Price is every advisory team’s best time management tool available. #financialadvice #financialplanning
The #1 role of a business plan is support. Facing breakthroughs honestly, objectively, and collaboratively with supportive team members makes the tricky, new career leaps less challenging, less isolated and with greater potential for progress. #businessplan
My latest book - #WhatPriceValue, aims to help the #financialadvice industry realise the significance of focusing on understanding all the elements affecting a client’s well-being and pricing based on the value that the adviser can provide. Get your copy: bit.ly/3JGJCOK
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