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Jim Stackpool
452 followers -
Adviser to Advisers.
Adviser to Advisers.

452 followers
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If you're interested to know how to consistently, specifically and methodically understand what your advice clients value, join my latest free webinar "2017: Getting Paid for Your Quality Professional Advice" and know how to consistently, specifically and methodically understand what your advice clients value

Like all my webinars, I hope to help (and challenge) your thinking and planning as you reflect on what worked for you in 2016 and what will work even better for you and your advisory firm in 2017.

For more information or to register your spot, visit us at http://www.certaintyadvicegroup.com/webinar/

2017 is going to be great - really great for professional advisory firms.
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Whatever happened to the Haberfield banker?

Certainty Adviser Jeff Thurecht, Principal of Evalesco Financial Services, comes from a long financial tradition. His latest post to SeekingCertainty.com shares this new financial world, so different from the days of his father-in-law as the Haberfield banker...

http://www.seekingcertainty.com/financial-advice/financial-stability-age-busy/
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Mark those calendars! My latest free webinar - 2017: How Will Your Firm Prosper as 1% AUM Fees Vanish - is scheduled for Thursday 8th December at 12:30pm AEDT. Hope you can join me...

Register your spot here: http://www.certaintyadvicegroup.com/webinar/
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If you believe you must hold onto every client you’ve ever had, I believe you are building a (busy) job, not a business.
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Good piece – what do you reckon?
What’s Your Big Idea?
What’s Your Big Idea?
thestoryoftelling.com
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The adviser who can’t articulate the value of their advice every year has the future of a small hardware store – they are just stuffed! What do you reckon?
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The growing number of tickets needed to ‘play’ professional advice (i.e. no incentives) makes the playing field very prosperous for the few that get onto it...
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I don’t totally buy this logic any more – I reckon the “feelings” of our clients flutter far more than the significance of what matters to them in their financial lives…agree?
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