(M3) Quarterly Workshops

Lessons

• May 14th 2020 - Certainty Advice Online By clicking on the May 14th 2020 – Certainty Advice Online Title above, you will be able to view & download all Session Materials.
  • Session Introduction
  • Session One - Role Play - How to Identify Value with a Couple
  • Session One - Role Play - How to Identify Value with a SME Owner
  • Session Two - Expert Panel - Identifying Certainty Clients, Niches & How this change over time
  • Session Three - Expert Panel - Conducting Discovery & Engagement Conversations Virtually
  • Session Four - Tim Reid - Presenter of Australia's #1 Marketing Show - Positioning & Differentiating Your Advice
• August 13 2020 - Advice Leadership - Certainty Advice Online Event By clicking on the August 13th 2020 – Certainty Advice Online Title above, you will be able to view & download all Session Materials.
  • Session One - Why Clients Pay - The Value - The Expertise - The Success Measures & Fees
  • Session Two - Leveraging Technology
  • Session Three - Keith Abraham - Advisers as Leaders - Growing Through COVID
  • Session Four - Positioning Your Approach - Capturing Value