“I think the biggest challenge is that clients feel that there is a lot of conspiracy in financial advice sector so they don’t know who to trust and to try and get the message that there are people there that really are acting in their best interest at all times is probably the hardest message to get out there. I subscribe to being a Certainty Adviser because I really do believe in the transparency that you do get in this approach. I also enjoy the relationships and how we work with clients and to really understand what they are looking to achieve in their financial lives. The discoveries that you have with clients and also opening up the communication between husband and wife because a lot of times they don’t have these types of conversations, and that is such a powerful thing to be part of.”

“The way we demonstrate value is through the outcomes that we are going to achieve and that is driven by them [the client] in terms of being what they want to achieve; what’s important to them. So delivering the value is really quite easy because you are delivering what’s really important to clients. Something that was very important to me in terms of the Certainty Advice model is that it’s the whole team that’s providing the service for the client, not just me. And the main outcome that we’ve seen using the Certainty Advice approach is the openness and the depth of the relationship that we are able to have with clients. Once clients realize that we are genuinely on the same page as they are the relationships and outcomes just come to a whole different level.”