Beyond Grandfathering - The future growth paths for Australian advisory firms

Presented by Jim Stackpool, Founder of Certainty Advice Group


View the associated slides


About this presentation

Hear from Jim Stackpool, Founder of Certainty Advice Group, as he explores how valuation and pricing models might change, what advice propositions will dominate the industry and what guiding business performance benchmarks are required in the post grandfathering era.

This presentation aims to give you an understanding of:

  1. How to position your firm on the life cycle of financial advisory firms
  2. The core ingredients required for prosperous growth
  3. Segmenting the different advice propositions
  4. How to benchmark the performance of your firm



Upcoming events

Upcoming webinar: How to deliver a five-star advice experience

With Stewart Bell, Business Coach and Founder of Audere Coaching & Consulting



Previous Business IQ webinars