THE NEW FINANCIAL ADVICE MODELS - IT HAS TO BE ABOUT VALUE
https://www.certaintyadvicegroup.com/new-advice-models-moving-towards-value/

THE NEW FINANCIAL ADVICE MODELS - IT HAS TO BE ABOUT VALUE

Financial advice is changing quicker than anytime I can remember. 

People still need your advice, but I believe they will buy it differently. 

The changes required and valued by clients are not as scary as the headline writers might suggest. In fact, the required changes are just what's required for you and your firm to become even more productive than you have ever been.

Have a look at what I believe is the emerging model for the delivery of financial advice

Cheers,

JIM

* * *

PS - BTW, here are four ways we help and skill the coming generation of professional advisers: 

1. Grab a free copy of my book 

It provides our Certainty Approach to engaging or re-engaging advice clients based upon value whilst presenting core implementation ideas regarding the client, project and strategic management of successful advisory firms of the future. — Click Here 

2. Tune into our monthly paid and free webinars 

It’s our monthly 25 minute webinars where professional advisers and their teams understand the latest tips, trends, tools and approaches to implementation of non-conflicted, non-dependent, retainer-priced advice. — Click Here 

3. Join our Implementation Program - Cultivating Advice - and be a Case Study 

I’m putting together a new coaching case study group here in Manly Beach on November 16th. If you’d like to work with me, and a community of firms using our Advice Platform to grow your professional advice approach and increase your returns... just reply to this message and put “Cultivating Advice” in the subject line. 

4. Work with me and my team privately 

If you’d like to work directly with me and my team to take you from 6 to 7 figures per advisory team whilst implementing an advisory platform for the future... just reply to this message and put “Private” in the subject line... tell me a little about your business and what you’d like to work on together, and I’ll get you the details.

Shelley Fisher

Financial Adviser, Justice of the Peace

6 年

Brilliant! I’m excited about the future Murray Fisher

Mark O'Toole

Founder/Managing Director of Ascent Private Wealth

6 年

Always has been for me Jim

Chris Yena

Business Leader, Motivational Speaker & Executive Coach. FV & FA Coach Education Tutor. Football Coach. AFC A Diploma Certified

6 年

Thought it always was - has been - about value ??

Dirk Groeneveld, CFP?

Lifestyle Financial Planner, Client Care, Member of the Vulintaba Association, Tottenham Hotspur fan

6 年

Interesting Jim, I agree with getting away from the product concept however is not a problem with your model perhaps that it is transitional to a certain extent? I believe in the value of building a long term relationship regardless of the initial wealth of a client, something I call the Lifetime Value of a client/planner relationship.?

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