February 18th Workshop:
Re-Writing the Pricing Laws for Full Service Advisory Firms
https://certaintyadvicegroup.com/february-2021-quarterly-workshop/

February 18th Workshop: Re-Writing the Pricing Laws for Full Service Advisory Firms

If you believe that for every significant choice clients make in their lives, there are varying degrees of uncertainty attached, it follows that there are also varying degrees of value.

If 2021 is the year your firm intends to experiment, build or refine your own consistent, specific, methodical and profitable approach to price your advice based upon the value each client experiences then do not miss our February 18th Certainty Advice Pricing Workshop.

You will leave the session with the tools, models, and approach to accelerate faster than your own trial and error re-pricing attempts. 

Register here

We and our growing number of advisory firms not only believe but prove that the path to full-service advice offerings is easier when based upon the client 'outputs' - i.e. their value - rather than the old era of adviser 'inputs' i.e. products or hours supplied.

Register now as Early Bird ends 1st February.

Cheers,

Jim



ABOUT JIM STACKPOOL

For over 30 years, Jim has influenced, coached, and consulted to advisory firms across Australia. His firm, Certainty Advice Group coaches, trains and is building a growing Advice Group of firms delivering comprehensive, unconflicted advice, priced on value and impact provided. The community of advisory firms align with Australia’s highest and only ACCC/IP Australia Certification Mark standard of comprehensive, unconflicted advice – Certainty Advice. He is also an author and keynote speaker.


要查看或添加评论,请登录

Jim Stackpool的更多文章

  • ADVICE MONEYBALL

    ADVICE MONEYBALL

    We listen to a lot of adviser-client Discovery conversations. That’s our job.

  • Your Unwritten Standards

    Your Unwritten Standards

    Molly recently cared for a client facing an unexpected life-changing decision to move directly from a hospital stay…

    2 条评论
  • Financial Adviser, Imposter or both?

    Financial Adviser, Imposter or both?

    Both my parents smoked. Like chimneys.

    3 条评论
  • Get Agile

    Get Agile

    My wife Anna loves book club. She comes home from their dinners with a new thought-provoking discussion sparked by the…

  • Get Prioritised

    Get Prioritised

    I’m a rugby union tragic. I loved playing the game until one too many concussions meant I shouldn’t run on ever again.

    4 条评论
  • The Problem with Super is Super

    The Problem with Super is Super

    The problem with super is super. Since the 2002 Financial Services Review, there have been at least a dozen enquiries…

    2 条评论
  • Fighting Helplessness

    Fighting Helplessness

    Heard of Learned Helplessness? It is a condition first researched in the 1960s by a team of psychologists that included…

    2 条评论
  • The Three Myths of Fee Increases

    The Three Myths of Fee Increases

    I’ve got the best job in the world. Clients pay me to observe and recommend paths they’ve already considered.

  • To Thrive, It Helps To Be Extraordinary

    To Thrive, It Helps To Be Extraordinary

    I enjoy the New Philosopher. It is easy to read, provocative, and past editions are a reliable source when I need…

  • The (Challenging and Prosperous) Road Ahead

    The (Challenging and Prosperous) Road Ahead

    Twenty-one years ago, I conducted a qualitative survey of Australian financial advisers with John J. Bowen Jr and Russ…

社区洞察

其他会员也浏览了