Jim Stackpool @jstackpool

Adviser to Advisers. Reshaping Australia’s advice industry by fully separating financial products from financial advice. certaintyadvicegroup.com Sydney, Australia Joined January 2009

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Jim Stackpool @jstackpool

3 years ago

@ZohoCares Is Zoho CRM down? I'm in Australia?

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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

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Jim Stackpool @jstackpool

3 years ago

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…

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Jim Stackpool @jstackpool

4 years ago

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

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Jim Stackpool @jstackpool

4 years ago

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…

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Jim Stackpool @jstackpool

4 years ago

It is incredible what can happen when good advisers trust most of their clients to value what they do for them. #financialservices #financialadvice

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Jim Stackpool @jstackpool

4 years ago

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…

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Jim Stackpool @jstackpool

4 years ago

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.

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Jim Stackpool @jstackpool

4 years ago

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

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Jim Stackpool @jstackpool

4 years ago

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

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Jim Stackpool @jstackpool

4 years ago

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

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Jim Stackpool @jstackpool

4 years ago

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…

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Jim Stackpool @jstackpool

4 years ago

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

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Jim Stackpool @jstackpool

4 years ago

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

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Jim Stackpool @jstackpool

4 years ago

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

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Jim Stackpool @jstackpool

4 years ago

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

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Jim Stackpool @jstackpool

4 years ago

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

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Jim Stackpool @jstackpool

4 years ago

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.

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Jim Stackpool @jstackpool

4 years ago

Price is every advisory team’s best time management tool available. #financialadvice #financialplanning

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Jim Stackpool @jstackpool

4 years ago

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