MY WEALTH SOLUTIONS

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Marina Apperley
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MY WEALTH SOLUTIONS

Description

My Wealth Solutions

My Wealth Solutions

A support hub for the My Wealth Solutions team members to share and learn during the 2nd October Certainty Advice Mastery Training Session.

WELCOME

Mastery of Certainty Advice is fundamentally built upon mastery of advice skills.

This session role-plays, identifies, and discusses the best approaches to help advisers practice engaging new clients. By simulating real conversations, participants build confidence, sharpen their questioning skills, and learn how to create strong first impressions.

SESSION MATERIALS

Certainty Map (Online)

Click on the above link to open the Online Certainty Map (for the session role play)

Certainty Map (Paper)

Click on the above link to open the paper version of the Certainty Map (for the session role play)

Nine Discovery Conversations

Click on the above link for the latest (v2.222) Nine Discovery Conversations

 

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My Wealth Solutions Sessions

All past and upcoming Certainty Advice sessions designed for the My Wealth Solutions team.