Get Your Advice Firm Prepared For Changing Times
What will financial advice look like in 5 years?
Our industry is at a crossroads. The demand for ethical advice is growing rapidly, and the supply of firms won't be able to satisfy it. We’ll all have to operate very differently, very soon.
In our 3-day intensive led by Jim Stackpool, learn how to build a responsive, ethical advice firm in rapidly-changing times.
In our intensive sessions, our learning environment is structured around the needs of your firm. Learn how to engage, price, and manage the delivery of ethical financial advice and build a resilient advice brand based upon advisory teams not individuals.
Gain confidence and new directions, and leverage the collective experience of like-minded advisers and advice teams from around the country who are similarly creating ethical advice models.
- How to identify the value of advice
- How to price advice
- How to deliver ethical advice
- How to attract opportunities with an ethical advice brand
About Jim Stackpool
Jim is founder of Certainty Advice Group (CAG). With his team of professional advisory firms, Jim seeks to create greater certainty for more Australians by building a community of like-minded firms practicing Certainty Advice.
Since 1989, Jim has successfully influenced, coached, and consulted to more Australian advisers and advice firms than most other consultants in the country. His advisory materials have been included in University curriculums teaching financial planning, and he has judged advice awards for professional press.
Our 2017 Cultivating Advice Intensive is for the financial advisers, advisory team members, independent thinkers, and like-minded leaders looking to create prosperous firms delivering ethical advice.
These are great times to be building great advice firms. Are you ready?
55 North Steyne
Manly NSW 2095