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Description
Community Sessions
The experiences, insights and returns of the growing Certainty Advice community.
All Tutorials
Tuesday 24th September - Transformative Cases with Dieter Tode
Understanding the steps of how advice teams are implementing Certainty Advice significantly enhances the understanding, confidence, and opportunities for Certainty Advice teams to implement or consider similar implementations. Come prepared to dive deep into the steps, details, lessons, advice tools, and third parties used in these cases, which proved transformational for Certainty Advice teams and enhanced their advice offerings. Dieter Tode, a Certainty Adviser from Scope Advisory in West Perth, shares how the Scope team delivered a Certainty Advice case where the deliverable was ‘accountability’. Dieter’s experience combined with audience Q&A will provide invaluable insights for every Certainty Advice team member interested in accelerating their own advice offerings by leveraging the lessons, experiences and approaches that have transformed other like-minded Certainty Advice teams.
Monday 23rd September - Engagement Meetings
Traditional Engagement Meetings are dominated by advisory teams extolling ‘what’ they propose to do for their prospects. This process assumes the value is contained in ‘what’ they do. Engaging a Certainty Client is different. Certainty clients are engaged based upon the significant VALUE clients seek. The value is not what the advisers do, but what they enable the client to better achieve, overcome, or manage. With the emphasis on client value, Certainty Engagement meetings require the skillful positioning of the principal advisory relationship and the proposed forward advisory path to best achieve the value the client seeks and management of the significant issues the clients experience. This session shares the latest frameworks for Certainty Engagement Meetings, crucial for consistent, methodical and valuable returns for clients and advisory teams.
Monday 16th September - Discovery Master Class
Certainty Advice is a set of frameworks that relies upon improving skills and awareness. The objective of this Discovery Master Class is the development of participant’s skills and awareness through practice, role play and feedback. Everyone implementing Certainty Advice knows how to probe, control, position and listen. Certainty Advice is not a series of scripts, but frameworks that serve as unique structures to support the most valuable conversations advisory teams have with their clients each year. These free-flowing sessions also share experiences among like-minded and diverse advisory teams implementing Certainty Advice.
Wednesday 11th September - Fast-Track: Accelerating Certainty Advice
Certainty Advice is a Skills program. Becoming ‘aware’ and obtaining knowledge of the different tools is different from developing unique skills for everyone’s unique roles and circumstances. This program, coupled with regular feedback on implementation work, builds a solid development path for every Team Member’s valuable journey to delivering and managing valuable advice relationships.
Monday 9th September - Attracting Better Certainty Prospects
The most effective and efficient method for growing firms is quality referrals. This session will discuss the Certainty Advice frameworks, models and approach to consistently attract better prospects, not just more prospects. Importantly, the session will also discuss how to manage referral development initiatives. Referral development needs management not just implementation. Benchmarks will also be discussed to guide each team’s referral development efforts.
Monday 2nd September - Discovery Master Class
Certainty Advice is a set of frameworks that relies upon improving skills and awareness. The objective of this Discovery Master Class is the development of participant’s skills and awareness through practice, role play and feedback. Everyone implementing Certainty Advice knows how to probe, control, position and listen. Certainty Advice is not a series of scripts, but frameworks that serve as unique structures to support the most valuable conversations advisory teams have with their clients each year. These free-flowing sessions also share experiences among like-minded and diverse advisory teams implementing Certainty Advice.
Tuesday 20th August - Fast-Track: Accelerating Certainty Advice
Certainty Advice is a Skills program. Becoming ‘aware’ and obtaining knowledge of the different tools is different from developing unique skills for everyone’s unique roles and circumstances. This program, coupled with regular feedback on implementation work, builds a solid development path for every Team Member’s valuable journey to delivering and managing valuable advice relationships.
Monday 19th August - How to Build Advice Niches
Building better advice firms requires a focus on building quality advice niches. How do advice teams build the necessary niche-building muscles to identify, and grow their unique niches? This Session will share the Certainty frameworks to identify, position and automate a niche-building process to attract, position and engage clients that align with the advice niches.
Tuesday 13th August - Transformative Cases - James Sali
Understanding the steps of how advice teams are implementing Certainty Advice significantly enhances the understanding, confidence, and opportunities for Certainty Advice teams to implement or consider similar implementations. These sessions share the steps, details and lessons that have transformed Certainty Advice teams and enhanced their advice offerings. James Sali, a Certainty Adviser from Signate Private Wealth on the Gold Coast, shares two cases in this session. The first is the implementation of a medical couple (both IVF specialists) with significant aspirations. The second is a retiree with significant structures and assets with an ailing partner. James’ experience combined with audience Q&A will provide invaluable insights for every Certainty Advice team member interested in accelerating their implementation by leveraging the lessons, experiences and approaches that have transformed other like-minded Certainty Advice teams.
Monday 12th August - Discovery Master Class
Certainty Advice is a set of frameworks that relies upon improving skills and awareness. The objective of this Discovery Master Class is the development of participant’s skills and awareness through practice, role play and feedback. Everyone implementing Certainty Advice knows how to probe, control, position and listen. Certainty Advice is not a series of scripts, but frameworks that serve as unique structures to support the most valuable conversations advisory teams have with their clients each year. These free-flowing sessions also share experiences among like-minded and diverse advisory teams implementing Certainty Advice.
Monday 22nd July - Converting Insurance, Investment, Tax Clients & Prospects into Certainty Clients
The majority of new enquiries are for specific advice. Usually issues such as superannuation, investment, insurance or tax. How do Certainty Advice teams convert these queries into comprehensive advice? This session facilitates discussions, models and examples of how advisory teams and their prospects are converting advice enquiries into broad comprehensive advice relationships.
Tuesday 16th July - Fast-Track: Accelerating Better Advice
Certainty Advice is a Skills program. Becoming ‘aware’ and obtaining knowledge of the different tools is different from developing unique skills for everyone’s unique roles and circumstances. This program, coupled with regular feedback on implementation work, builds a solid development path for every Team Member’s valuable journey to delivering and managing valuable advice relationships.
Monday 15th July - Discovery Master Class
Certainty Advice is a set of frameworks that relies upon improving skills and awareness. The objective of this Discovery Master Class is the development of participant’s skills and awareness through practice, role play and feedback. Everyone implementing Certainty Advice knows how to probe, control, position and listen. Certainty Advice is not a series of scripts, but frameworks that serve as unique structures to support the most valuable conversations advisory teams have with their clients each year. These free-flowing sessions also share experiences among like-minded and diverse advisory teams implementing Certainty Advice.
Monday 1st July - Screening Prospects with Certainty
Not all advice opportunities are good opportunities. The Certainty Advice approach may not be in the best interests of some prospects or existing clients. How are advisory teams using Certainty Advice respectfully and productively identifying potential non-ideal prospects and providing them with alternative paths? This session facilitates discussions about Certainty Advice’s Conversation Zero, alternative advice providers and how these frameworks are implemented.
Monday 17th June - Discovery Master Class
Certainty Advice is a set of frameworks that relies upon improving skills and awareness. The objective of this Discovery Master Class is the development of participant’s skills and awareness through practice, role play and feedback. Everyone implementing Certainty Advice knows how to probe, control, position and listen. Certainty Advice is not a series of scripts, but frameworks that serve as unique structures to support the most valuable conversations advisory teams have with their clients each year. These free-flowing sessions also share experiences among like-minded and diverse advisory teams implementing Certainty Advice.
Monday 3rd June - Engaging SMEs - Introducing the SME Certainty Map Tool
The personal and business lives of Small Business owners are intertwined. This contributes to particularly complex financial lives. The Certainty Advice approach fits these prospects and existing clients well. As more and more Certainty Advice teams engage and advise Small Business owners this session introduces the latest Certainty Advice framework – The online Certainty Advice Certainty Map specifically for SMEs. The session will introduce the tools, explain the unique components and how to gain best traction with new SME prospects and existing SME clients.
Monday 20th May - Discovery Master Class
Skills are not built upon knowledge. They are built upon proper practice, immediate feedback and more practice. Skilled sportspeople learn to enjoy the practice as much as the application. Too often, skills are left to wither when incremental progress inevitably becomes less obvious despite continued effort. These Certainty Master Classes are every Certainty Advisory Team member seeking to master their Certainty Skills of Listening, Probing, Positioning and Controlling.
Monday 22nd April - Discovery Master Class
Skills are not built upon knowledge. They are built upon proper practice, immediate feedback and more practice. Skilled sportspeople learn to enjoy the practice as much as the application. Too often, skills are left to wither when incremental progress inevitably becomes less obvious despite continued effort. These Certainty Master Classes are every Certainty Advisory Team member seeking to master their Certainty Skills of Listening, Probing, Positioning and Controlling.
Monday 15th April - Productive De-Briefs
The connectivity between advisory team members has to continually improve to improve productivity, reduce key person dependency, broaden the valuable connections between teams and clients, and upskill new team members most efficiently and effectively. De-briefing is core for the development of Agile Advice Teams. This session will cover how important effective De-Briefs can significantly improve the productivity and effectiveness of advisory teams.
Monday 8th April - Discovery Master Class
Skills are not built upon knowledge. They are built upon proper practice, immediate feedback and more practice. Skilled sportspeople learn to enjoy the practice as much as the application. Too often, skills are left to wither when incremental progress inevitably becomes less obvious despite continued effort. These Certainty Master Classes are every Certainty Advisory Team member seeking to master their Certainty Skills of Listening, Probing, Positioning and Controlling.