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Roundtables

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Certainty Roundtables

Certainty Community members sharing their implementation experiences

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Breakthrough Clients
Breakthrough Clients build productive advisory firms. They act to align business plans, careers, productivity and growth more effectively and efficiently than 'average clients'. All clients deserve equal respect, but breakthrough clients deserve special attention for firms seeking to understand their worth and productivity.
Paraplanning best practices
Paraplanning is an essential element of financial advice. There are many approaches to implementing Paraplanning within Certainty Advice firms, but what are some of the best practices? Annette Pulbrook from Finbiz led these discussions as her team confronts needed change. Lots of good discussions, suggested approaches, supporting software and tips to achieve best practices.
Mastering Certainty Advice as a Sole Adviser
Paul Birch from Pacific Wealth and Russell Wadey from Insight Family Wealth Consulting share their experiences successfully implementing Certainty Advice in their solo adviser firms. How do they do it? What are the critical steps? Is bigger always better when it comes to implementation success? Don't miss this session if you're interested in implementing Certainty Advice to become a giant in advisory reputation while keeping your firm tight and focussed in size.
Managing Third Party Experts as Principal Adviser
The evolution of advice firms from investment, financial planning and insurance to the project management of broader areas of client's financial lives seems inevitable, but what are the steps? In this Panel Roundtable featuring Travis Martin from Monument Advisory and Jarad Stirling from Stirling Consulting you will hear how they have both managed to not only broaden their scope of engagement, but also develop the needed third-party relationships enabling them to deliver broader and valuable principal advice for their clients.
Certainty Adviser Half-Yearly Review
Each six months Certainty Adviser gather to discuss how to best build firms implementing Certainty Advice - On Friday 19th March the group convened specifically to discuss experiences, insights and approaches when implementing Certainty Advice for SME clients, how best to integrate Project Management techniques in parallel with Certainty Advice and what each firm considers to currently be their 'advanced pricing cases' to leverage the insights on best pricing advice for all firms.
Advisory Niches
Building Advisory Niches is one of the three key reputation and business development initiatives for Certainty Advice Firms. This session overviews the approach, the research questions, the areas to focus upon and how to select potential advisory niches. There are many options, but core is a commitment to regular methodology. The returns will speak for themselves as reputation, expertise and confidence builds far quicker than relying upon a non-research approach.
How Coronavirus will re-shape Advisory Firms
Great opportunities emerge from great change. On a recent visit to several Certainty Advice firms in Melbourne it become obvious how much impact their imposed 122 days of hard lockdown has had ont their firms, their clients and their plans. In this Panel Roundtable, Tim Carrigg from Apprise Advisory and Nick Gyngell from Lifetime Financial Strategies share their insights and how they have shifted their own plans, business models and attitudes.
My progress implementing Certainty - Joel Seach
In this latest version of Certainty Roundtables - the Insitu-Roundtable - Joel Seach of Harpel Financial Group based in suburban Melbourne shares his insights, challenges and results implementing Certainty over an 18 month period. Listen out for how Joel has redefined what advice is and how he confidently now positions the price and value of his increased fees. This session will assist any start-up or up-and-coming advisory team to understand the progress they can achieve.
2021 Pricing Workshop review
This Roundtable is a must-see for those who may have missed all or part of last week's 2021 Pricing Workshop or for those wanting to review the overall session and the three core pricing tools to implement in 2021 to maximise your pricing efforts and ensure an increase in your productivity.
Successful Discovery Meetings for Solo Advisers
How Certainty Advice firms implement the Discovery Meeting approach is critical to their success and growth with Certainty Advice. Here Russell Wadey and Joel Search shares their insights and learnings after a year of implementation within their two-person teams and different client bases.
Creating Alliances with Certainty
Developing Alliances with other professional advisory firms is a key element of growing your firm's Certainty Advice proposition. Specific subject matter experts are required at various times in the financial lives of clients. The insights shared from firms on this Roundtable together with the handouts showing the Eight Steps to developing successful alliances will help your firm forge stronger alliances to better serve the needs of your clients.
Referrals Forum Roundtable
Referrals build advice firms. But they have to be done properly, consistently, methodically and for quality growth, with a specific focus. The handouts and discussions in this session will provide insights about gaining referrals from networks and clients from a variety of firms implementing Certainty Advice.
Craig Abela - Pricing your Advice right in 2021
Craig Abela from Signate Private Wealth on Queensland's sunny Gold Coast discusses the lessons, insights and returns they are achieving with their well implemented Pricing Committee. The firm has a range of advisers, a range of clients but a common methodology for pricing their advice based upon Certainty Advice's approach - that is, purely upon the value as judged by their clients.
Performing Principal Adviser with Certainty
Russell Wadey from Insight Family Wealth Consultants in Sydney and Scott Farmer from Bravium in Canberra share their experiences, lessons and mindsets as they perform and deliver as Principal Advisers.
Neil Watson, The Planning Room - 2021 Business Planning
Neil Watson Principal of The Planning Room shares the business planning journey of their firm over the last six to eight months. Neil describes how his firm has move from a firm that infrequently planned to a firm committed to regular planning. What's changed. Also how did they do it, with what tools, which are also included in this special Certainty Roundtable on practical and workable business planning.
Forum - Re-engaging Certainty Clients
Re-engaging existing Certainty Clients is different to re-engaging clients on narrower interests of tax, investment, superannuation, or business reviews. This Forum Roundtable discusses the experiences firms are having as well as some of the best practices to indicate a Certainty Advice firm's approach to Re-Engaging existing is as valuable as possible for each re-engaging client.
Determining a Certainty Client
This is the first in our new Roundtable Forum series. The objectives of the Roundtable Forums is to facilitate discussions on a specific 'big picture' topic for everyone that attends live. Our first topic for the Forum is "Who is a Certainty Client" and how do firms determine which clients to use the Certainty Advice with.
Anthony Roe - Certainty Business Planning
Anthony Roe from Roe Financial, a boutique advisory firm initially established by Anthony and Stuart Roe's father, now undergoing significant growth share the firms approach to effective business planning involving the whole team while being open with all the key aspects of what it takes to grow a great advisory brand.
Daniel Creagan - Skilling Advisory Teams
Dan Creagan - Senior Adviser from William Buck Sydney - shares his learning journey over his five years at William Buck. Building consistent and specific discovery and engagement skills across a growing team of now 23 team members has taught Dan the three essential elements all teams need to work on to build higher performing teams.
Certainty Roundtable on Re-Engagement
Re-engagement Meetings are special for Certainty Clients. Here Lisa Waddingham and Stacey Taylor from Finbiz Advisers in Warners Bay join Samantha Albiez from Bravium in Canberra to discuss their experiences conducting Certainty Advice Re-engagement Meetings - listen to their confidence as they talk how they approach, conduct and re-price their Certainty Clients every year.
Joel Seach - How Advice Maps reinforce my role as a Comprehensive Adviser
Joel Seach principal of Harpel Financial Group in Melbourne shares his insights, learnings and techniques using Advice Maps for his wealth accumulator and pre-retiree clients. Key insights regarding how Joel positions and presents each Advice Map - Advice Mapping has become a vital element of Joel's process is just twelve months of experience.
Reine Clemow & Travis Martin - Working Effectively with Alliances
Travis Martin from Monument Advisory in West Perth and Reine Clemow from Acquira Wealth Partners in Gold Coast share their insights, experiences and tips as to build a methodical approach to finding and building alliances with like-minded professional firms - a central element when offering the principal advice function of Certainty Advice.
Scott Farmer - Managing Cash Flow for Certainty Clients
Bravium Canberra's founder - Scott Farmer - is good at managing the cash flows of his wealth accumulator clients. He's managed to take the mystery and hard work from cashflow management and make it seamless, easily to maintain and very effective for Bravium's advice. Check out his journey to better cash flow management for his Certainty Clients.
Jarad Stirling - Growing through Covid
Jarad Stirling Principal of Stirling Financial Consulting shares the two core tactics and one focus area that has help his boutique advisory firm Grow through covid not just go through Covid - some great insights for us all as we implement our own version of Certainty Advice.
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