(M3) Quarterly Workshops

Lessons

• May 14th 2020 - Certainty Advice Online
  • Session IntroductionJim Stackpool's introduction to May 14 2020 Certainty Online Event - Objectives, Approach and Martin Mulcare's Introduction to Facilitation Tools - The Miro WhiteBoard 12min
  • Session One - Role Play - How to Identify Value with a CouplePaul Birch (Pacific Wealth), Reine Clemow (Acquira Partners) and Jarad Stirling (Stirling Financial Consulting) role play with Jim Stackpool a Certainty Map for a busy couple 28min
  • Session One - Role Play - How to Identify Value with a SME OwnerReine Clemow (Acquira Partners), Paul Birch (Pacific Wealth) and Jarad Stirling (Stirling Financial Consulting) role play the advisory role as Jim Stackpool plays a SME Owner under pressure due ramifications of COVID-19 31min
  • Session Two - Expert Panel - Identifying Certainty Clients, Niches & How this change over timeAmber Stevenson from Sterling Private Wealth on Gold Coast and Dieter Tode from Monument Advisory in West Perth share their different experiences regarding how best to select and work specific profiles of clients within Certainty Advice 41min
  • Session Three - Expert Panel - Conducting Discovery & Engagement Conversations VirtuallyStuart Copeland (The Planning Room), Travis Martin (Monument Advisory) & Craig Abela (Sterling Private Wealth) share the insights, lessons and breakthroughs achieved while conducting remote Discovery & Engagement Meetings with Certainty Clients 37min
  • Session Four - Tim Reid - Presenter of Australia's #1 Marketing Show - Positioning & Differentiating Your AdviceTim Reid - Presenter of Australia's #1 Marketing Podcast - shares the approach for Advice Firms to differentiate, position their offer in a crowded marketplace 1hr