Certainty Teams
Accelerators
1 Topic
14/03/2023 Accelerator Assignment
Chief Operating Officers (COO’s?)
1 Topic
21/3/2023 COO Assignment
Directors
2 Topics
14/2/2023 Director’s Assignment
14/2/2023 Director’s Survey
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14/2/2023 Director’s Survey
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Certainty Teams
Directors
14/2/2023 Director’s Survey
Description
Certainty Teams Director's Survey
The topics you would most like to explore with other Directors (and selected third-parties) implementing Certainty Advice in their firms
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The Certainty Teams Director's Sessions are a valuable use of my time.
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Strongly agree
The topics I would be most interested to discuss in the Certainty Teams Director's sessions with other owners of advisory firms implementing Certainty Advice (as well as selected subject matter experts) includes:
Maintain the short, sharp focus on progress towards objectives
Maintain the break-out sessions among the participants
Discussions on HR Issues
Discussions on Tech Issues
Discussions on Marketing Issues
Discussions on Advice Niches (e.g. SME clients) and their development
Discussions on the Off-Shoring of team resources
Discussions on Licensing
Discussions on Certainty Collaborators (e.g. third-party firms providing Asset, Risk Management for your Certainty Clients)
Discussions on mergers/acquisitions
Discussions on outsourcing (e.g. recuitment firms, social media firms, paraplanning firms)
Something else I would like the sessions to focus upon...
What other opportunities or approaches would you like the Certainty Teams Director's sessions to leverage for you...
Anything else?
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