Certainty Events

All times are in Sydney time:

Thursday 29 February 2024
Friday 1 March 2024
9:00am – 4:00pm

CERTAINTY ADVICE EVENT (CA63)
PUBLIC EVENT

Certainty Conference 2024

CERTAINTY CONFERENCE

A unique two-day conference for Advice Leaders.

Are you or your firm interested in understanding the clues and shortcuts other advice teams are taking that might accelerate your own progress?

Our Certainty Conference aims to provide a forum for comprehensive advisory teams to discuss how they are progressing with their clients, teams, pricing, business development, outsourcing, IT, propositions, and compliance.

Understand the clues and shortcuts other advisory teams are taking that might accelerate your own progress.

Register now!

Monday 4 March
11:30am – 12:30pm

CERTAINTY SKILLING  (CS79)
CLIENT-ONLY EVENT

Master Class

Discovery Meetings Master Class

Skills are not built upon knowledge. They are built upon proper practice, immediate feedback and more practice. Skilled sportspeople learn to enjoy the practice as much as the application. Too often, skills are left to wither when incremental progress inevitably becomes less obvious despite continued effort. These Certainty Master Classes are every Certainty Advisory Team member seeking to master their Certainty Skills of Listening, Probing, Positioning and Controlling.

Monday 18 March
11:30am – 12:30pm

CERTAINTY SKILLING  (CS80)
CLIENT-ONLY EVENT

Controlling with Certainty – SKILLING SESSION

For principal advisers, advice is a relationship not a product. The best professional relationships have clear boundaries which need controls for them to be effective.

Principal advisers pursuing collaborative advice relationships must approach their role as an umpire oversees a game. In a good game the umpire’s influence is barely noticed, but without the role, every game would descend into chaos.

In this session, Jim Stackpool will facilitate the subtle and important control techniques learned from reviewing hundreds of advice-client meetings for each participant to leave with clear steps to better perform the role of principal adviser.

This event may be credited towards the attendees’ annual professional development hours.

Tuesday 19 March
11:30am – 12:30pm

CERTAINTY TEAMS (CT_DIR_13)
CLIENT-ONLY EVENT

“DIRECTORS” – CERTAINTY TEAMS SESSION

Directors have to balance and separate their strategy and demands of ownership with the responsibilities and hurdles of day-to-day workloads.

Planning for growth is important but needs Accountability, ongoing monitoring of Progress and Support for inevitable hurdles of growth.

Our regular Certainty Team sessions ensure Members are only one insight away from the support and insights sparking their next breakthrough.

Each of these regular sessions includes a review of progress, discussions to resolve issues, updated measures of future progress and additional support when required. This session is intended for DIRECTORS.

Monday 8 April
11:30am – 12:30pm

CERTAINTY SKILLING  (CS81)
CLIENT-ONLY EVENT

Master Class

Discovery Meetings Master Class

Skills are not built upon knowledge. They are built upon proper practice, immediate feedback and more practice. Skilled sportspeople learn to enjoy the practice as much as the application. Too often, skills are left to wither when incremental progress inevitably becomes less obvious despite continued effort. These Certainty Master Classes are every Certainty Advisory Team member seeking to master their Certainty Skills of Listening, Probing, Positioning and Controlling.

Monday 15 April
11:30am – 12:30pm

CERTAINTY SKILLING  (CS82)
CLIENT-ONLY EVENT

Greater Productivity powered by De-Briefs Part 5 – SKILLING SESSION

The connectivity between advisory team members has to continually improve to improve productivity, reduce key person dependency, and broaden the valuable connections between teams and clients while upskilling new team members in the most efficient and effective manner.

De-briefing is core for the development of Agile Advice Teams. This session will cover how effective De-Briefs can significantly improve the productivity and effectiveness of advisory teams.

This event may be credited towards the attendees’ annual professional development hours.

Meet The Convenor

Jim Stackpool

Jim Stackpool

Founder - Certainty Advice Group

For nearly 30 years Jim has influenced, coached, and consulted to advisory firms across Australia. As founder of Certainty Advice Group, he leads a like-minded team of professional advisory firms seeking to create greater certainty for their clients. As an author, blogger, columnist, and keynote speaker, Jim is regularly called upon for his professional insights into the advice industry.

Get In Touch

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