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Proven certainty advice frameworks to build your own enagement precedents
"Aspiration-Less" RetireeTraditional Financial Advice is full of Retirees. Many of them may present themselves during Certainty Advice Discovery conversations as being 'OK' and 'Have no specific goals'. These precedents and training session addresses how to best use the Certainty Advice approach when it may appear that clients may have limited if any aspirations requiring money, or advice, or planning.
Single Wealth Accumulator PrecedentsEngaging Single Wealth Accumulators comes with their own unique suite of complexities. This session provides the priced Certainty Advice frameworks for you to build upon when your firm is engaging clients from this advice niche rich in complexities and renowned for taking the advice of experts.
Busy Professionals PrecedentsThe pricing and engagement precedents from this session for Busy Professionals, will accelerate your firm's growth and success in this niche rich with complexities. These precedents highlight the pricing, the complexities, the objectives and how these are then presented back to clients for engagement. They are core to fast-tracking your role as a valuable linchpin in the lives of these clients.
Divorcee PrecedentsDivorcees have obvious complexities. But the reasons and the value being sought are not as obvious. This set of proven precedents for engaging a Divorce client with dependent children address the deeper complexities and value Certainty Client in this niche often seek. Though challenging, this niche can be very rewarding as the meaning of the advice provided is usually very clear.
Millennial PrecedentsMillennials are often a client segment ignored by traditional planners as there is little 'money'. But no so for Certainty Advisers as like all clients it's not about the money, it's about understanding what is of value to clients facing inevitable complexities and aspiring to unique objectives, both of which Millennials have - complexities and aspirations. This simple set of proven Certainty Advice precedents represents how firms are engaging Millennials at the very initial, and simple, stages in the lives of a single Millennial.
Young Entrepreneurial SME PrecedentsThis session presents a set of engagement precedents for founders of young ambitious SMEs. These precedent cover the common issues needing advice, planning and money to manage: Expansion and growth of a SME, debt, cashflow, risk. working capital management, ensuring collaborative and more formalised planning processes for personal and business plans, coping with 'busy activity-based cultures' where structures are required but can't stifle ambitions and opportunities.
Retiring SME Founder PrecedentsThis session presents a set of engagement precedents when founders of SMEs are seeking exit options. These precedent documents provide templates for many issues surrounding retiring SME Founders including: business valuations, succession planning, engaging brokers, understand personal objectives, balancing unique complexities regarding business transition amidst significant changes in personal financial lives and working paradigms while appreciating years of strong self-employed work habits.
Wealth Accumulators PrecedentsThis session overviews a set of engagement precedents for 'common' wealth accumulators. These precedents provide templates for common issues for wealth accumulators including: challenges with setting to budgets (i.e. overspending), life being to busy to 'plan', challenges with children, ensuring estate planning is solid, controlling debt and consider long term retirement planning.
SME Precedent - Succession/Retirement of FounderThis session presents a success set of engagement precedents for a common small business succession/retirement. There are business planning elements, business valuations, as well as the common taxation, cashflow, personal risk and succession support. Complexities are significant as founders approach difficult 'letting go' stage as many years of habits need support and solid planning.
"Simple" Pre-Retiree PrecedentsThis session presents a video and successful Terms of Engagement precedents for a 'common' pre-retiree couple. Retirement planning is a priority for one member of the couple while the other only plans to 'wind down' a bit from her work. They also wish to continue holiday planning, there's some family weddings coming up and property renovations in response to changing household structure. A number of consistent complexities are present, common for a couple at this stage of life.
"Simple" Retiree PrecedentsThis session presents a video and 'simple' Terms of Engagement for new Retiree Certainty Clients with little complexity. Aspirations are retirement with travel, property downsizing and planning for travel (post Covid-19 of course).