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Jim Stackpool – Valuable Client Meetings for New & Existing Comprehensive Advice Clients.

Jim Stackpool
Founder of Certainty Advice Group

Jim Stackpool – Valuable Client Meetings for New & Existing Comprehensive Advice Clients.

Engaging with new and existing comprehensive advice clients will never return to pre-Covid-19 times. All advisory firms have to be ready, as comprehensive advisers have to engage and advise like never before. This is not just about engaging comprehensive clients via online tools, this is fundamentally about engaging (and re-engaging) more invaluably. This web event will share with you the frameworks, the principles and the client models being used successfully by tiny and large advisory firms serving various client niches from metropolitan, provincial and regional Australia. Importantly, great advice is never delivered by a ‘great script’, but by great advisory teams with one focus – delivering what is of value to their clients while ensuring they are funding their own growth as a firm. This session will revolve around a role play to maximise the learnings and hopefully the implementation questions. There has never been a better time to be building valuable comprehensive non-conflicted advisory firms. I look forward to our web event together.

– Jim

8 months ago

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