Jim Stackpool

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/apr… #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/pri…

There are no ‘right’ pricing minimums, but common principles underpin each firm’s minimum pricing precedents. Register now! NON-CLIENTS $89+GST: certaintyadvicegroup.com/pro… CERTAINTY CLIENTS FREE: us02web.zoom.us/meeting/regi… #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

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

While crucial for product advice, insisting quality comprehensive advice be built upon affordability rather than value is an inevitable race-to-the-bottom favouring the pricing power of large industry providers. What do you reckon? #FinancialServices #financialadvice

My latest book - What Price Value, 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

In this #CertaintyRoundtable session, I will re-launch Conversation Zero - the Certainty approach to screening prospective clients - with a stronger focus on Prospect Leadership. Register here: bit.ly/3r9EuvA #FinancialServices #financialplanning

Happening Now: Certainty Growth Day Progressive and innovative advisory teams gathered for an opportunity to collaboratively re-structure, re-plan, and re-build their growth plans using the latest capacity management thinking. #FinancialServices #financialadvice

The industry is now in a storm of opportunities for growth - high demands, fight for talent, uncertain regulatory changes - however, it is lacking capacity more than anything else. Are you 100% confident of your growth plans? certaintyadvicegroup.com/gro… #financialservices