Description
SWA FINANCIAL PLANNING
A support hub for the SWA Financial Planning team members to help the SWA Financial Planning team members share and learn during the 12th March 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
Click on the above link to open the Online Certainty Map (for the session role play)
Click on the above link to open the paper version of the Certainty Map (for the session role play)
Click on the above link for the latest (v2.222) Nine Discovery Conversations
SHARING YOUR WORK WITH US
Please use this section to share your work with us, including recordings of your Discovery, re-Discovery or Engagement Meetings, completed Debriefs, and any relevant client meeting notes that may help us draft or review your work. When you're seeking our support drafting your engagement documents (i.e. Terms of Engagements, Advice Paths) please let us know when you need our drafts returned - thanks.
Have a question or feedback about your Support Hub?