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Jim Stackpool’s Insights & Experience as a Financial Adviser | Episode 14

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Content provided by Nigel Baker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nigel Baker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being.

In today's episode, we speak with Jim Stackpool, Founder of Certainty Advice Group. He shares with us his background story, the key themes he observes in the advisory industry, and his insights on how the current advisers are shaping their businesses for the future. He also talks about Certainty Advice Group in-depth and shares his goals and missions for its future.

So, make sure to tune in to this episode of The Future Financial Adviser Podcast!

If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform.
About Our Host

Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people.

Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice.

In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam.

Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully.

Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.

Connect with Nigel:

Connect with Jim:

Thanks for listening, we would love your feedback and please hit like and subscribe
Want more content on super, visit scientiam.com.au
You can also attend our weekly zoom classes on all things super - simply register on our website

  continue reading

65 episoade

Artwork
iconDistribuie
 
Manage episode 329355900 series 3279785
Content provided by Nigel Baker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nigel Baker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being.

In today's episode, we speak with Jim Stackpool, Founder of Certainty Advice Group. He shares with us his background story, the key themes he observes in the advisory industry, and his insights on how the current advisers are shaping their businesses for the future. He also talks about Certainty Advice Group in-depth and shares his goals and missions for its future.

So, make sure to tune in to this episode of The Future Financial Adviser Podcast!

If you’re ready to modernise your financial advisory business and reach a new generation of investors, then this show is for you! If you’ve been enjoying the show, please make sure to share it with your network and leave a review on your favourite listening platform.
About Our Host

Nigel Baker is the founder of Scientiam.com.au, built by advisers for advisers to simply help advisers engaged with digital to help more people.

Scientiam is unique in that it believes advisers have an important role to play in educating and guiding clients. However, because of time and legislation it is hard to help everyone and not everyone needs comprehensive advice.

In his private client business Nigel and his team faced the problem of wanting to help people without turning them away - they looked for a solution and could not find one, so they built Scientiam.

Nigel has two decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting and Financial Advice groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully.

Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.

Connect with Nigel:

Connect with Jim:

Thanks for listening, we would love your feedback and please hit like and subscribe
Want more content on super, visit scientiam.com.au
You can also attend our weekly zoom classes on all things super - simply register on our website

  continue reading

65 episoade

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