Community Discussions

Monday 20th March – Building Valuable Advice Paths
1 Topic | 1 Quiz
Post-Session Survey
CONSTRUCTING VALUABLE ADVICE PATHS
Monday 13th March – Engaging Wealth Accumulators Master Class
1 Topic
Post-Session Survey
Monday 6th March – 1st/2nd Chair Master Class
2 Topics | 3 Quizzes
1st/2nd Chair Mastery using Certainty Advice
Post-Session Survey
QUIZ #1: Why Conduct 1st/2nd Chair Meetings?
QUIZ #2: When are 1st/2nd Chair Meetings Conducted?
QUIZ #3: Who performs 1st or 2nd Chair roles in Meetings?
Monday 20th February – Uplifting Loyal Client Fees
2 Topics
Post-Session Survey
The Skills & Approach to Uplift Loyal Clients
Monday 13th February – Probing Skills
4 Topics | 3 Quizzes
Probing with Certainty
Probing Skills – Case Study One
Post-Session Assignment
Post-Session Survey
QUIZ #1: Principles of Probing
QUIZ #2: Sample Probing Questions
QUIZ #3: Topics To Probe Or Not to Probe?
Monday 6th February – Starting Discovery Meetings
3 Topics
Getting Started – Case Study One
Getting Started – Case Study Two
Post-Session Assignment
Monday 16th January – Positioning Skills
5 Topics | 1 Quiz
Positioning Case Study One
Positioning Case Study Two
Post-Session Assignment
Post-Session Survey
16/01/2023 Session Recording
Positioning Quiz
Probing Skills
Roundtable Sessions
53 Topics
Minimum Pricing
Conversation Zero roundtable
Huddles – How to Work Your Plan
The Ambleside Journey
Building Alliances with Certainty
Greater Client Awareness using the Goal-Driver Tool
Advising Partners who keep their finances separate
Progressing with Certainty Benchmarks
Referrals with Certainty
Kylie Stirling – My Journey with Certainty
Managing Your ‘Quiet’ Clients with Certainty
Quoting with Certainty
Selling Client Bases
Accelerating from associate to senior adviser with Certainty
Two Chairs Meetings
Screening Prospects with Certainty
Positioning with Keith Abraham
Working with Third-Party Specialists – Property
Sensitive Conversations
Building Teams with Certainty
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Webinars
27 Topics
Certainty Breakthrough: Pitching to My First Certainty Client
Discovery Scorecards – Your Path to Mastering Valuable Relationships
New Engagement Frameworks
Advising SMEs with Certainty
Releasing Clients
Re-Engaging Certainty Clients with Certainty
Minimum Pricing
Price Modelling
Introducing Discovery Flows – The flowcharts for better Discovery Meetings
Building Term of Engagement Documents in 30 Minutes
The four common mistakes made in Certainty Engagement Meetings
Two Chairs in Discovery Meetings
Tools for the tough Discovery
How to price value
The Most Important Advisory Meeting – The Debrief
Go To Whoa Webinar – From Discovery to (Re) Engagement
How to keep Certainty Clients on Track – Using Certainty Advice Paths
How to Build, Present and Manage Your Clients Financial Lives on a Single Page – Advice Mapping
How to Handle Questions & Objections to your fees
Curating Long Term Client Value – Managing their Complexities
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Probing Skills – Case Study One

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Community Discussions Monday 13th February – Probing Skills Probing Skills – Case Study One

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Case Study One Transcript

CASE STUDY ONE

Jim’s Case Study One Response

CASE STUDY ONE - JIM's RESPONSE
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