Community Discussions

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
1 of 3
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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Advising Partners who keep their finances separate

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Community Discussions Roundtable Sessions Advising Partners who keep their finances separate

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