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Community Sessions

Description

Community Discussions

Community Discussions

The experiences, insights and returns of the growing Certainty Advice community.

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Monday 22nd July - Converting Insurance, Investment, Tax Clients & Prospects into Certainty Clients Available on July 22, 2024 12:00 am
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.
Monday 12th February - 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 5th February - Probing with Certainty
Meeting with new and existing clients in new or annual Discovery Meetings requires both personal, purposeful and valuable outcomes. In this session Jim Stackpool will lead discussions and share models on learnings from the research of hundreds of Discovery meeting recordings with new and existing clients suggests are the best methods for advisory teams to ask questions of their new or existing clients - Probing with Certainty.
Monday 11th December - 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 4th December - Mastering De-Briefs
The De-Brief meeting is crucial to building strong, valuable, collaborative and resilient teams not constantly dependent upon one or two key individuals. This session will focus on the hardest element of de-brief – part five! Part five is built collaboratively, quickly and effectively sets up the success of Engagement Meetings. Join these interactive discussions to get your team de-briefing more collaboratively, quickly and effectively. This event may be credited towards the attendees’ annual professional development hours.

Lesson Content

Lesson Content
Monday 20th November - Engagement Meetings 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 13th November - Re-Engaging with Certainty
What are the Principles of Re-Engaging Loyal Clients Using Certainty Advice? Are clients expected to re-complete a new Certainty Map or re-visit their existing Certainty Map from initial Discovery Conversations? How do teams manage a ‘shift’ to new ‘account managers’ during re-engagement meetings? What is fundamentally different from the initial Discovery meeting when re-engaging loyal Certainty Clients? Are new Terms of Engagement pre-prepared? How are uplifts managed? Jim will facilitate these and many other questions during this highly interactive Certainty Skilling Session.
Monday 6th November - Discovery Meetings 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.
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