In Charge & Letting Go of Control

In Charge & Letting Go of Control

A 24-year-old adviser in one of our Certainty Advice firms, engaged a $12,000 new advice client last week. The striking aspect of this engagement was that the 24-year-old adviser is still in her professional year. Technically unqualified? Yes. Compliant? Yes....
What Makes an Ideal Advice Client – Part 3 – Complexities

What Makes an Ideal Advice Client – Part 3 – Complexities

I love Netflix. I understand why their shows have earned more Oscar nominations in recent times than all other studios combined. Considering how they have grown from just another DVD rental service to become the world’s largest creator and streamer of quality...
What Makes an Ideal Advice Client – Part 2 – Hard Advice!

What Makes an Ideal Advice Client – Part 2 – Hard Advice!

One thing seems clear about the upcoming Australian election. Neither major party has the integrity to prepare us for the inevitable tax increases and spending cuts ahead. Our immature political cycle couldn’t handle it. Australia’s net debt has risen from...
Thanks, but no thanks…

Thanks, but no thanks…

Jenna is an adviser in her early thirties. Her technical background is accounting, her personal background is caring She made contact when a good advisory client did not re-engage after only twelve months of working together. While she didn’t expect every client...
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