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Certainty Advice Webinars
Getting deep into specific elements of certainty advice to assist implementation
Releasing clientsReleasing clients is tough. The reasons most advisers become advisers is to help people so the concept that clients need to be released seems contrary to original objectives. It's about managing capacity. Old thinking was 'just hire more people' but that ignores how fast the marketplace is adapting. This webinar shares the options, the models and some frameworks to assist in the tough but necessary approach to release clients when it is in the client's best interests to do so.
Re-Engaging Certainty Clients with CertaintyRe-Engaging Certainty Clients is different to common review meetings. Why clients re-engage, continue to take advice and pay for advice is less about 'what' advisers do during the year and more about 'why' it matters to clients year on year. This session shares six different elements of the re-engagement framework where mastery of your own unique re-engagement 'artwork' is crucial.
Minimum PricingManaging Minimum Fees for work built upon value needs different thinking and approach when compared to managing minimums for work based upon hourly rates or products provided. As clients set the value and fees when pricing on value, advisory firms need to manage their minimums directly with clients. But how? This session outlines and briefly demonstrates the models and principles that are required to better master the use of minimums for firms delivering value.
Price ModellingPrice Modelling is integral to building productive, profitable and efficient price precedents. Beware the devil in the details as you and your team use the Price Modelling spreadsheets to collaboratively determine, assess and ensure the firm's pricing will ensure growth, profits without dependency while delivering the value each client seeks.
Introducing Discovery Flows - The flowcharts for better Discovery MeetingsIntroducing our new Discovery Flows - Each client is different, each member of a client couple is different, our team members are different, so how best to make your Discovery Meetings as consistent and methodical as possible considering all the differences? That's why we have created Discovery Flows. Building upon the Discovery Frameworks, these Discovery Flows now provide the pathways.
Building Term of Engagement Documents in 30 MinutesBuilding Terms of Engagement Documents in 30 minutes is all about making your quality engagement document in a commercial, methodical, specific and consistent approach. It's not about cutting corners, it's about building systems, people and an approach with the right preparation, right balance of precedents and skilled advisory skills to engage the majority of new and existing clients in a timely manner.
The four common mistakes made in Certainty Engagement MeetingsLike Discovery Meetings, the Certainty Engagement Meeting approach is different. When discussions are focussed the client's value, rather than the advisers expertise, the skills required, the frameworks required are also a little different - this session highlights how we recommend these meetings are conducted.
Two Chairs in Discovery MeetingsBuilding a firm that delivers advice is different to delivering advice. The use of two chairs in the crucial engagement and re-engagement meetings is vital to reduce dependency on key individuals while building strength in the firms engagement approach that clients fully trust.
Tools for the tough DiscoveryThe toughest client meetings teach us the most. This session shares the key tools to identify what clients value, to maintain meeting momentum, to position the meeting context and understand the importance of silence. With proper focus and mindset, the toughest meetings will always produce great outcomes.
How to price valuePricing on value is a significant paradigm shift for every advisory firm. This session presents three core pricing models for advisory teams to initially experiment and subsequently master their own approach to unconflicted pricing based purely upon the value each client perceives they are receiving.
The Most Important Advisory Meeting - The DebriefThe Certainty De-Brief Meeting, the most important meeting firms can conduct. This internal twenty minute meeting immediately after each clients significant annual meeting provides the structure to consistently, specifically and methodically gage price and manage every Certainty client.
Go To Whoa Webinar - From Discovery to (Re) EngagementThis webinar explains everything we know about engaging (remotely) and valuably for firms delivering comprehensive advice. The webinar has 3 segments - Discovering the Value - Constructing the Engagement - Engaging on Value
How to keep Certainty Clients on Track – Using Certainty Advice PathsAdvice Path represents what the best possible path forward for a client looks like in terms of time, processes and outcomes in graphical form. This session covers how to build, present and keep client's financial lives on track using their own unique Certainty Advice Path.
How to Build, Present and Manage Your Clients Financial Lives on a Single Page - Advice MappingA picture paints a thousand words. An Advice Map provides an instantaneous picture of the significant elements of a clients financial life. It has become the 'go-to' document for many Certainty Clients. This session covers how to build, present and manage client's lives using their own unique Certainty Advice Map.
Curating Long Term Client Value - Managing their ComplexitiesClients seek advice when they face complexities they cannot solve. Understanding how to identify each complexity and address them is core to providing valuable Certainty Advice.
How to Identify the Client's Value in your Discovery MeetingsCertainty mapping is one of the core elements of Certainty Advice. This webinar shares crucial tips on how to get into the details during your discovery conversation with the client and how to manage emotions.
How to model your advice price and effort to fund growth and deliver within capacityThis session discussed implementing value pricing or retainer based pricing model in your firm while remaining profitable, being able to und growth and achieving this while delivering within capacity.
Core Business Planning Tips for Financial Advice FirmsAs we become increasingly busy, we either avoid or delay the most crucial strategic plan, your own. This session covers the top four tips for your firm’s business planning to ensure their future growth and success.