Certainty Advice Podcasts

Guest: Scott Farmer, Principal of Bravium Canberra

Duration: 11:42

Date Recorded: 29 October 2019

In this episode of our Certainty Advice Podcast, my guest Scott Farmer, Certainty Adviser & Principal of Bravium Canberra, shares why the diversity of advice for his family, small business and small business clients, means it could never be regarded as a commodity like electricity.

Guest: Jarad Stirling, Principal of Stirling Financial Consulting

Duration: 10:06

Date Recorded: 21 October 2019

In this episode of our Certainty Advice Podcast, my guest Jarad Stirling, Certainty Adviser and Principal of Stirling Financial Consulting (from Sydney's Sutherland Shire), shares some strong views on why Australians MUST learn to distinguish between professional financial advice and product advice to best negotiate fast-changing financial markets – the coming 'Ages of Anxiety'.

Guest: Paul Birch, Principal of Pacific Wealth

Duration: 9:59

Date Recorded: 14 October 2019

In this episode of our Certainty Advice Podcast, my guest Paul Birch, Certainty Adviser and Principal of Manly-based Pacific Wealth, discusses how he advises clients to stay on track when they have concerns with headlines predicting new Ages of Anxiety.

Guest: Stewart Chandler (AFSL Compliance)

Duration: 15:30

Date Recorded: July 31, 2016

Today we are taking a closer look at those that are enabling, or even the advisors themselves, to craft what I believe to be the future 'best practices' of our 'future advisory best practices'.

I am grateful to have one of those said 'enablers' - Stewart Chandler of AFSL Compliance – with me to discuss the path to becoming self-licensed.

Stewart has come on board to chat about what he is currently seeing in the marketplace in this path towards a greater sense of control, a greater sense of running your own license, whilst dispelling some of the myths that occur around PI Insurance, the amount of risk associated with it, and what your clients may think. Stay tuned for some very interesting insights…

Guest: Tim Reid (Small Business, Big Marketing)

Duration: 16:06

Date Recorded: March 26, 2015

Have you ever wondered how to make your business far more popular than it is today with your right clients?

Have you ever thought about the techniques and steps to start really building the niches that are going to help you build and leverage your future?

This episode helps to answer some of those questions.

I've been really lucky to get hold of Tim Reid, the Small Business, Big Marketing guy. Tim has Australia's #1 marketing podcast. Tim knows his stuff. I'm looking forward to sharing some of that stuff with you in this podcast.

Guest: Robyn Clelland (Principal and Founder, Nanna's Planners)

Duration: 21:12:50

Date Recorded: March 15, 2015

As we have been saying for years here at Strategic Consulting and Training, and now our newest endeavour, Certainty Advice Group – the core to building great sustainable advisory firms is having a specific expertise / specific niche.

Today we are talking with a real expert, Robyn Clelland of Nanna's Planners; discussing the core ingredients to building greater productivity, to be able to differentiate above the noise of the market and to generate a lot of self-satisfaction while still generating some good fees.

Together we explore the five attributes for picking a great niche, whether it is aged-care as we discuss with Robyn or whether it's a broader (or narrower) niche in another area – all designed to helping us achieve much more satisfaction and success in our financial advisory firms.

Today's podcast is a favourite of mine and I look forward to sharing it with you.

Guest: Mathew Johns (Managing Director, DMG Financial Planning Pty Ltd)

Duration: 17:39:46

Date Recorded: March 3, 2015

The whole conversation of integrating financial planning and accounting is an old one. Many different models of integration have taken place over the years, all with varying degrees of success. One key element - fundamentally – is putting together the silos of advice; moving it from 'my clients' and 'their clients' to 'OUR' clients.

This hasn't been the mainstay of these different models.

Today's guest Mathew Johns of DMG Financial Planning Pty Ltd (and his predecessor, Gary Lucas) have steered their financial advisory firm down this very unique approach. A collaborative operation; something different where clients actually see two people sitting across from them providing a common, collaborative solution all while coming from slightly different technical backgrounds.

Join us in today's podcast as we discuss Matt's biggest lessons, benefits/issues, and of course, client feedback in their journey through integrated financial services.