Join us for an interactive, full-day workshop - delivering value added advice in the new world
IOOF Alliances is excited to bring you a workshop based on Jim Stackpool's popular book 'Delivering Certainty'.The workshop is designed to help you master the delivery and pricing of valuable advice to your clients so that you can thrive in today's commission-free, opt-in/opt-out, fiduciary-based advice marketplace. In the workshop you will learn how to:
Jim Stackpool
Develop strategies for value and certainty
Make your advice contagious
Price your valuable financial advice
Engage your advice clients
Implement certainty-based advice
Why should you attend?
Jim Stackpool is a veteran financial planning consultant who is passionate about creating a new advice profession. You can read more about Jim here.
His workshops on cultivating advice are widely acclaimed by financial advice firms across the country. Watch this video testimonial to hear past participants talk about the positive impact Jim's workshops have had on their practices.
Event details
When: Wednesday, 3 June 2015 9.15am (for a 9.30am start) until 4.30pm
Where: The Portside Centre, Level 5, Symantec House, 207 Kent Street, Sydney
RSVP: By Friday, 22 May 2015 – chris.ip@ioof.com.au
This is a must-attend event for all practices as Jim provides many beneficial suggestions, support tools and different ways of thinking about how to deliver advice that clients will value.
General enquiries to contactus@imap.asn.au