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Description
Community Sessions
The experiences, insights and returns of the growing Certainty Advice community.
All Tutorials
Wednesday 11th September - Fast-Track: Accelerating Certainty Advice
Available on September 11, 2024 12:00 am
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
Available on September 9, 2024 12:00 am
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.
Monday 18th March - Controlling with Certainty
For principal advisers, advice is a relationship, not a product. The best professional relationships have clear boundaries which need controls for them to be effective. Principal advisers pursuing collaborative advice relationships must approach their role as an umpire oversees a game. In a good game the umpire's influence is barely noticed, but without the role, every game would descend into chaos. in this session, Jim Stackpool will facilitate the subtle and important control techniques learned from reviewing hundreds of advice-client meetings for each participant to leave with clear steps to better perform the role of principal adviser.
Monday 4th March - 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 19th February - Positioning with Certainty
What is the proper role of financial advice? How is this positioned for clients focused on returns, fees, property or ETFs? Is there an 'elevator speech' for enduring advice relationships? Are financial advisers too positioned as investment advisers? In this session, Jim Stackpool will facilitate the models and use case studies to discuss and provide participants with the steps to position enduring, profitable and valuable financial advice.