Duration: 13:43 Date: 5 August 2021 When pricing and engaging on worth and value rather than products with specific recommendations, what is required to produce quality and effective engagement documents with efficiency? In this Certainty Advice Roundtable session, the Certainty Advice community shares their insights on how their advisory teams are engaging their new prospects.

Duration: 13:43 Date: 5 August 2021 When pricing and engaging on worth and value rather than products with specific recommendations, what is required to produce quality and effective engagement documents with efficiency? In this Certainty Advice Roundtable session, the Certainty Advice community shares their insights on how their advisory teams are engaging their new prospects.

Building Quotes with Certainty

Jim Stackpool is one of Australia's foremost authorities on the topic of Building Full Service Financial Advisory Firms. His firm's expertise is helping firms transition from hourly rates or product payments to value-based flat fee pricing and navigating through the six stages of growing advisory firms.

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Building Quotes with Certainty

Building Quotes with Certainty