Jim Stackpool's guest appearances

Jim Stackpool

Financial Advisor Success

Planner Pulse

Goals Based Advice Podcast

Ensombl Advice Australia

The Future Financial Adviser

Rick Kahler

John Kennedy

Derek Notman

Moira Somers

Rob Jones

Simon Sinek

Hilary Hendershott

Jeff Rose

Steve Neilson

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

OwlTail

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we speak with Jim Stackpool, Founder of Certainty Advice Group. He shares with us his background story, the key themes he observes in the advisory industry, and his insights on how the current advisers are shaping their businesses for the future. He also talks about Certainty Advice Group in-depth and shares his goals and missions for its future. So, make sure to tune in to this episode of The Future Financial Adviser Podcast!If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform.About Our HostNigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people.Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice.In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam.Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial  Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.Connect with Nigel:Visit the Scientiam website: https://scientiam.com.au/Follow Nigel on LinkedIn: https://au.linkedin.com/in/nigel-baker-b25662 Follow Scientiam on Linkedin: https://au.linkedin.com/company/scientiam-investment Follow Scientiam on Facebook: https://www.facebook.com/fullscientiam Follow Scientiam on Instagram: https://www.instagram.com/scientiam/ Connect with Jim:Follow Jim on LinkedIn: https://www.linkedin.com/in/jimstackpool/Follow Jim on Twitter: https://twitter.com/jstackpool Visit Certainty Advice Group website: https://certaintyadvicegroup.com/ Follow Certainty Advice Group on Facebook: https://web.facebook.com/certaintyadvicegroup/ Follow Certainty Advice Group on Linkedin: https://www.linkedin.com/company/certainty-advice-group/Follow Certainty Advice Group on Instagram: https://www.instagram.com/certaintyadvicegroup/  

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we speak with Jim Stackpool, Founder of Certainty Advice Group. He shares with us his background story, the key themes he observes in the advisory industry, and his insights on how the current advisers are shaping their businesses for the future. He also talks about Certainty Advice Group in-depth and shares his goals and missions for its future. So, make sure to tune in to this episode of The Future Financial Adviser Podcast!If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform. About Our HostNigel Baker is the founder of <a href="http://Scientiam.com.au" rel="nofollow" target="_blank">Scientiam.com.au</a>, built by advisers for advisers to simply help advisers engaged with digital to help more people.Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice.In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam.Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial  Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.Connect with Nigel:<ul><li>Visit the Scientiam website: <a href="https://scientiam.com.au/" rel="nofollow" target="_blank">https://scientiam.com.au/</a></li><li>Follow Nigel on LinkedIn: <a href="https://au.linkedin.com/in/nigel-baker-b25662" rel="nofollow" target="_blank">https://au.linkedin.com/in/nigel-baker-b25662</a> </li><li>Follow Scientiam on Linkedin: <a href="https://au.linkedin.com/company/scientiam-investment" rel="nofollow" target="_blank">https://au.linkedin.com/company/scientiam-investment</a> </li><li>Follow Scientiam on Facebook: <a href="https://www.facebook.com/fullscientiam" rel="nofollow" target="_blank">https://www.facebook.com/fullscientiam</a> </li><li>Follow Scientiam on Instagram: <a href="https://www.instagram.com/scientiam/" rel="nofollow" target="_blank">https://www.instagram.com/scientiam/</a> </li></ul>Connect with Jim:<ul><li>Follow Jim on LinkedIn: <a href="https://www.linkedin.com/in/jimstackpool/" rel="nofollow" target="_blank">https://www.linkedin.com/in/jimstackpool/</a></li><li>Follow Jim on Twitter: <a href="https://twitter.com/jstackpool" rel="nofollow" target="_blank">https://twitter.com/jstackpool</a> </li><li>Visit Certainty Advice Group website: <a href="https://certaintyadvicegroup.com/" rel="nofollow" target="_blank">https://certaintyadvicegroup.com/</a> </li><li>Follow Certainty Advice Group on Facebook: <a href="https://web.facebook.com/certaintyadvicegroup/" rel="nofollow" target="_blank">https://web.facebook.com/certaintyadvicegroup/</a> </li><li>Follow Certainty Advice Group on Linkedin: <a href="https://www.linkedin.com/company/certainty-advice-group/" rel="nofollow" target="_blank">https://www.linkedin.com/company/certainty-advice-group/</a></li><li>Follow Certainty Advice Group on Instagram: <a href="https://www.instagram.com/certaintyadvicegroup/" rel="nofollow" target="_blank">https://www.instagram.com/certaintyadvicegroup/</a>  </li></ul>

Jim Stackpool’s Insights & Experience as a Financial Adviser | Episode 14

Today, Clayton is joined by Jim Stackpool. Jim is focused on fundamentally redefining the role of financial advice in the lives of Australians. He has some very interesting thoughts on where advice can add the most value, and how to decouple from product as much as possible. Certainty Advice Group Website: https://certaintyadvicegroup.com/ Jim Stackpool Linkedin: https://www.linkedin.com/in/jimstackpool/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice. New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

Today, Clayton is joined by Jim Stackpool. Jim is focused on fundamentally redefining the role of financial advice in the lives of Australians. He has some very interesting thoughts on where advice can add the most value, and how to decouple from product as much as possible. Certainty Advice Group Website: <a href="https://certaintyadvicegroup.com/" rel="nofollow" target="_blank">https://certaintyadvicegroup.com/</a> Jim Stackpool Linkedin: <a href="https://www.linkedin.com/in/jimstackpool/" rel="nofollow" target="_blank">https://www.linkedin.com/in/jimstackpool/</a> General Disclaimer – <a href="https://www.xyadviser.com/disclaimer/" rel="nofollow" target="_blank">https://www.xyadviser.com/disclaimer/</a> This podcast is brought to you by HUB24 (<a href="http://www.HUB24.com.au" rel="nofollow" target="_blank">www.HUB24.com.au</a>), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice. New XY platform now available: App Store: <a href="http://co.xyadviser.com/xyistore" rel="nofollow" target="_blank">http://co.xyadviser.com/xyistore</a> Google Play: <a href="http://co.xyadviser.com/xygplay" rel="nofollow" target="_blank">http://co.xyadviser.com/xygplay</a> Desktop: <a href="https://www.xyadviser.com/" rel="nofollow" target="_blank">https://www.xyadviser.com/</a> Get CPD points for the XY Podcast here at Caddie <a href="https://thinkcaddie.com/" rel="nofollow" target="_blank">https://thinkcaddie.com/</a> 20% off for XY+ members <a href="https://www.xyadviser.com/plus" rel="nofollow" target="_blank">https://www.xyadviser.com/plus</a>

#143 Jim Stackpool

Today I’m joined by our first international guest, who gives us a look at not only what financial advisor businesses look like in other parts of the world, but also how all advisors should start looking at their value propositions. Jim Stackpool is the founder of Certainty Advice Group, a practice management consulting firm for financial advisors based in Australia. With a unique focus on how to price and demonstrate the true value of financial advice, Jim is a firm believer that the expert value of advisors should be distinct from the products we implement. In this episode, Jim shares what advisors need to consider when it comes to setting fees, as well as his advice for demonstrating value instead of simply justifying prices. Listen in to learn how to know whether your advisory services are priced appropriately, what many advisors fail to understand when it comes to being business owners, and what firms everywhere should be doing to make advice more valuable. For show notes and more visit: https://www.kitces.com/111 

Today I’m joined by our first international guest, who gives us a look at not only what financial advisor businesses look like in other parts of the world, but also how all advisors should start looking at their value propositions. Jim Stackpool is the founder of Certainty Advice Group, a practice management consulting firm for financial advisors based in Australia. With a unique focus on how to price and demonstrate the true value of financial advice, Jim is a firm believer that the expert value of advisors should be distinct from the products we implement. In this episode, Jim shares what advisors need to consider when it comes to setting fees, as well as his advice for demonstrating value instead of simply justifying prices. Listen in to learn how to know whether your advisory services are priced appropriately, what many advisors fail to understand when it comes to being business owners, and what firms everywhere should be doing to make advice more valuable. For show notes and more visit: <a href="https://www.kitces.com/111" rel="nofollow" target="_blank">https://www.kitces.com/111</a>

Ep 111: Why The Right Advisory Fee To Charge Is The One That Not All Clients Say "Yes" To with Jim Stackpool