Latest Valuableadvice Podcast Episodes
Quoting Prior Discovery
Certainty Advice Podcasts - September 14, 2021 23:13 - 13 minutesWhen asked about price prior understanding value being sought, advisers need to become educators. Pricing on value for people's life choices is different to pricing on product for people's product choices - the differences need to be explained. This session provides the frameworks that Certainty...
Different Financial Languages
Certainty Advice Podcasts - August 31, 2021 23:46 - 12 minutesIt is important to talk the client's "language" when advising them with Certainty. Russ Alan Prince introduced me to his High-Net-Worth Psychology nearly 20 years ago. I believe the tools and approach he presents is applicable for many clients with complexity. This session highlights Russ' nine ...
Lessons from Lost Opportunities
Certainty Advice Podcasts - August 24, 2021 22:59 - 13 minutesWe learn our best lessons the hard way - when we don't expect them. In this session, the Certainty Advice community discusses some of those opportunities that were lost. What was missing, what happened, what changes have been made, what skills were missing are all discussed. Learning from the le...
Building Quotes with Certainty
Certainty Advice Podcasts - August 24, 2021 01:31 - 13 minutesDuration: 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 commu...
Fixed and Variable Pricing with Certainty
Certainty Advice Podcasts - August 24, 2021 01:22 - 14 minutesDuration: 14:15 Date: 30 July 2021 Scoping comprehensive advice requires a specific and methodical approach to pricing. Scope changes all the time, making scope management a consistent management requirement. This Certainty Advice Roundtable session outlines the approach both for quoting sco...
The Royal Commission and everyday Australians – Where’re the benefits?
Certainty Advice Podcasts - April 21, 2021 04:24 - 18 minutesGuest: Paul Gilbey, Managing Director & Senior Adviser at Hywood Partners Duration: 18:03 Date: 20 April 2021 In another episode of our “Three Years On” series – Jim and our Certainty Advisers continue to deconstruct what they think the Royal Commission into Financial Services has achi...
Why the shake-up - the royal commission - was needed
Certainty Advice Podcasts - April 08, 2021 03:34 - 15 minutesGuest: Julie Hautot, Senior Adviser at Hywood Partners Duration: 15:43 Date: 1 April 2021 In another episode of our “Three Years On” series – Jim and our Certainty Advisers continue to look at the fall-out from the Royal Commission into Financial Services and Banking, covering the “how...
What the Hayne Royal Commission got right
Certainty Advice Podcasts - March 24, 2021 23:58 - 18 minutesGuest: Scott Farmer, Principal of Bravium Duration: 18:08 Date: 9 March 2021 On this episode of “The Certainty Advice Podcast”, Jim continues to delve into the three years since the announcement of the Royal Commission into Banking and how those changes have altered the way we access a...
The New Landscape of Advice
Certainty Advice Podcasts - February 22, 2021 02:40 - 11 minutesGuest: Paul Birch, Principal of Pacific Wealth Duration: 11:52 Date: 17 February 2021 In another episode of “The Certainty Advice Podcast”, we continue to look at the rise and fall of Advice from the 2017 Royal Commission into Banking & Financial Services. Today, I chat about the new l...
What's the new expected driver of trust
Certainty Advice Podcasts - February 10, 2021 00:56 - 15 minutesGuest: Jarad Stirling, Principal of Stirling Financial Consulting Duration: 15:04 Date: 9 February 2021 In this episode of “The Certainty Advice Podcast,” we continue to delve into our latest “Three Years On” series – three years since the announcement of the Royal Commission into Bank...
Why being legal doesn’t mean being right or in your best interests
Certainty Advice Podcasts - January 28, 2021 02:21 - 19 minutesGuest: Charlie Haynes, CEO of Lonsec Duration: 19:03 Date: 15 January 2021 This latest episode in our “Three Years On” series – where we break down the pros and cons of the 2017 Royal Commission into Financial Services and Banking – I chat with Charlie Haynes, CEO of Lonsec, one of Aus...
The value of assurance & reassurance versus specific advice - particularly in the COVID era
Certainty Advice Podcasts - January 14, 2021 00:14 - 19 minutesGuest: Annette Pulbrook, Principal of FinBiz Advisers Duration: 19:12 Date: 7 January 2021 I’m excited to be joined by Annette Pulbrook, Certainty Adviser and Principal of FinBiz Advisers on the shores of Lake Macquarie in Warners’ Bay, to deconstruct what she thinks the Royal Commissi...
Why the Royal Commission Didn't Really Get The Job Done
Certainty Advice Podcasts - December 17, 2020 02:27 - 15 minutesGuest: Clayton Daniel, XY Adviser Duration: 15:25 Date: 11 December 2020 In another episode of “The Certainty Advice Podcast”, we continue to delve deeper into the outcomes of the Royal Commission into Financial Services and Banking three years ago. I speak with big picture commentator...
How the Royal Commission reconnected Australians with their superannuation
Certainty Advice Podcasts - December 10, 2020 05:16 - 19 minutesGuest: Tom Curtis, Financial Planner at Roe Financial Duration: 19:55 Date: 4 December 2020 In another episode of “The Certainty Advice Podcast” we continue to delve deeper into the outcomes of the Royal Commission into Financial Services and Banking three years ago. I am lucky to be ...
Advice isn't a product - and Australians know it
Certainty Advice Podcasts - December 02, 2020 00:04 - 22 minutesGuest: Reine Clemow, Principal of Acquira Wealth Partners Duration: 22:31 Date: 27 November 2020 On this episode of ‘The Certainty Advice Podcast’, I speak with the brilliant and articulate Reine Clemow, Certainty Adviser and Principal of Acquira Wealth Partners. Listen as he talks us...
The Fresh Starts Ahead
Certainty Advice Podcasts - November 24, 2020 04:57 - 19 minutesGuest: Samantha Albiez, Senior Wealth Adviser at Bravium Duration: 19 :50 Date: 19 November 2020 On this episode of ‘The Certainty Advice Podcast,’ I am lucky to be joined by Samantha Albiez, Certainty Adviser and Senior Wealth Adviser at Bravium located in the beautiful Canberra subur...
Why Most Australians Are Still Confusing Advice and Product
Certainty Advice Podcasts - November 18, 2020 02:43 - 18 minutesGuest: Travis Martin & Dieter Tode, Monument Advisory Duration: 18:46 Date: 13 November 2020 With 140 Commissions held since Federation, the Royal Commission into Financial Services and Banking three years ago was truly unique. I’m excited to have Travis Martin and Dieter Tode, act...
Are There Winners From The $70m Royal Commission?
Certainty Advice Podcasts - October 28, 2020 00:17 - 15 minutesGuest: Neil Watson, Principals of The Planning Room Duration: 15:09 Date: 22 October 2020 I’m lucky to have Neil Watson, Certainty Adviser and Principal of The Planning Room, join me on this episode of the “Certainty Advice Podcast” where together, we take a look at how the change...
Why People Need Advice More Than Ever
Certainty Advice Podcasts - September 16, 2020 03:59 - 18 minutesGuests: Reine Clemow, Principal of Acquira Wealth Partners Duration: 18:10 Date: 04 September 2020 Reine Clemow, Certainty Adviser and Principal of Acquira Wealth Partners in Southport on Queensland’s Gold Coast joins me on this episode of ‘The Certainty Advice Podcast’. We discuss ...
How to Plan for the ‘New’ Future
Certainty Advice Podcasts - August 27, 2020 03:39 - 18 minutesGuests: Paul Birch, Principal of Pacific Wealth Duration: 18:29 Paul Birch, Certainty Adviser and Principal of Pacific Wealth here in beautiful Manly, joins me on this episode of ‘The Certainty Advice Podcast’ sharing his valuable insights on how the restrictions on travel are impacting ...
The value of unexpected questions
Certainty Advice Podcasts - July 07, 2020 03:39 - 21 minutesGuests: Travis Martin & Dieter Tode, Principals of Monument Advisory Duration: 21:27 Date: 6 July 2020 I am lucking to be joined on this episode of The Certainty Podcast with Travis Martin and Dieter Tode, acting Director and Principal Certainty Advisers of Monument Advisory opp...
The Dangers of Shallow Advice in times of COVID-19
Certainty Advice Podcasts - June 24, 2020 02:36 - 20 minutesGuests: Jarad Stirling, Principal of Stirling Financial Consulting Duration: 20:16 Date: 19 June 2020 On this episode of The Certainty Podcast, I am joined by Jarad Stirling of Stirling Financial Consulting in Caringbah NSW. During these unprecedented of times, we all need to re...
Objectivity Is A Driver For Better Decisions and Better Outcomes
Certainty Advice Podcasts - June 17, 2020 05:08 - 19 minutesGuests: Paul Birch, Principal of Pacific Wealth Duration: 19:53 Date: 12 June 2020 On this episode of The Certainty Podcast I am lucky to be joined by Paul Birch, Principal of Pacific Wealth here in Manly NSW, sharing insights into what are the best steps forward to ensuring yo...
Don't confuse 'the means' with 'the ends' when seeking advice in these times
Certainty Advice Podcasts - May 29, 2020 07:08 - 19 minutesGuests: Samantha Albiez and Scott Farmer of Bravium Pty Ltd Duration: 19:01 Date: 29 May 2020 Certainty Advisers Samantha Albiez and Scott Farmer of Bravium Canberra, share their valuable insights into finding your financial footing now and post- the global COVID pandemic. For Brav...
Finding Your Best Possible Steps Beyond COVID-19
Certainty Advice Podcasts - May 22, 2020 07:08 - 17 minutesGuests: Neil Watson & Stuart Copeland, Principals of The Planning Room Duration: 17:50 Date: 22 May 2020 Certainty Advisers & Principals of The Planning Room Cammeray NSW, Neil Watson and Stuart Copeland, provide their insights on how to ensure you are on the right possible financial pa...
The Changing Advice Conversation
Certainty Advice Podcasts - May 13, 2020 00:52 - 18 minutesGuest: Annette Pulbrook, Principal of FinBiz Advisers Duration: 18:11 Date Recorded: 8 May 2020 Certainty Adviser and Principal and Director of FinBiz Advisers, Annette Pulbrook joins me on this episode of our Certainty Advice Podcast where today we discuss how to ask the right que...
A New Era of Advice
Certainty Advice Podcasts - April 21, 2020 02:50 - 21 minutesGuest: Paul Birch, Principal of Pacific Wealth Duration: 21:13 Date Recorded: 7 April 2020 In this episode of our Certainty Advice Podcast, my guest Paul Birch, Certainty Adviser & Principal of Pacific Wealth, shares his thoughts on the end of the ‘product era’ and the emergence of the ...
Openness, Clarity & Transparency
Certainty Advice Podcasts - January 28, 2020 02:23 - 17 minutesGuest: Anne-Marie Humphries, Principal of Huon Financial Planning Duration: 17:58 Date Recorded: 28 January 2020 In this episode of our Certainty Advice Podcast, my guest Anne-Marie Humphries, Certainty Adviser & Principal of Huon Financial Planning located in downtown Albury NSW shares...
Beware the Noisy Herd - It Could Be A 'Race To the Bottom'
Certainty Advice Podcasts - December 13, 2019 03:11 - 9 minutesGuest: Paul Gilbey, Principal of Hywood Partners Duration: 9:34 Date Recorded: 1 December 2019 In this episode of our Certainty Advice Podcast, I’m joined by Paul Gilbey, Certainty Adviser and Principal of Hywood Partners on St Georges Terrace in downtown Perth, as he shares the dangers of...
Our Own Fear is Our Greatest Threat to Our Financial Lives
Certainty Advice Podcasts - November 13, 2019 03:23 - 14 minutesGuest: Anne-Marie Humphries, Principal of Huon Financial Planning Duration: 14:12 Date Recorded: 13 November 2019 In this episode of our Certainty Advice Podcast, I’m joined by Anne-Marie Humphries, Certainty Adviser & Principal of Huon Financial Planning shares how product-based ‘advisory...
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