To better support wealthdigital subscribers, we have entered into a business partnership with Certainty Advice. Certainty Advice offers a highly sophisticated model of client engagement that has been developed for over a decade by well-known industry expert, Jim Stackpool. These services are designed to supplement the normal compliance and business function of small to medium sized planning businesses.
For 30 years Jim has influenced, coached, and consulted to accounting & financial advisory firms across Australia. His firm, Certainty Advice Group provides the development for a growing list of accounting & financial advisory firms seeking to deliver Australia’s highest and only ACCC/IP Australia accredited standard of comprehensive professional advice for their advice clients – Certainty Advice. He is also an author, blogger, columnist, and keynote speaker covering topics on his expertise – growing and developing professional advisory firms based purely on client value and transparency.
Why do advisory teams join the Cultivating Advice Program?
They wish to accelerate their careers, returns and confidence working with a community of advisory team who believe the most successful firms of the future will be those that:
Cultivating Advice
Cultivating Advice is an Implementation Program rather than a traditional coaching program so participants will: