Certainty Events

Monday 5 JUNE

11:30am – 12:30pm

SKILLING SESSION (CS56)    
CLIENT-ONLY EVENT

CERTAINTY SKILLING SESSION:  LEVERAGING 1ST AND 2ND CHAIRS FOR MAXIMUM VALUE WITH MARTIN MULCARE

Advice is teamwork.

For too long, advice has been personal and value is placed upon an individual relationship and thus dependent, rather than value being built upon an experience consistently, specifically and methodically delivered by well-aligned advisory team members.

Fundamental to team alignment is the effective conduct of Discovery (and re-Discovery) Meetings using 1st and 2nd Chairs.

Monday 19 JUNE

11:30am – 12:30pm

SKILLING SESSION (CS57)    
CLIENT-ONLY EVENT

CERTAINTY SKILLING SESSION:  DISCOVERY CASE STUDY SESSION

Practice doesn’t make perfect, proper practice makes perfect.

This session provides every Certainty Advice team with the opportunity to conduct Discovery Case Studies in a safe environment with coaching also provided.

Everyone will get the opportunity to role-play a suitable case study, which will be sent off for post-session review and feedback.

These new sessions aim to provide opportunities to practice the most important client conversation – the identification of value.

Tuesday 20 June

11:30am – 12:30pm

CERTAINTY TEAMS (CT_ACC_08)   
CLIENT-ONLY EVENT

“ACCELERATORS” – CERTAINTY TEAMS SESSION

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 ACCELERATORS.

Accelerators are deep in the skills and competency stage of engaging clients comprehensively using the Certainty Advice models.

Monday 26 JUNE

11:30am – 12:30pm

SKILLING SESSION (CS58)    
CLIENT-ONLY EVENT

CERTAINTY SKILLING SESSION:  NEW PRICING PRECEDENTS – THE CASH STRAPPED SME

Day-to-day life in SMEs is full of complexities, distractions, clients, team members, bushfires, and lots of work.

Advising them can be constant and tough.

This session provides an approach, and sample engagement documents for engaging cash-strapped SME clients and the role they most need from their advisory teams.

These new sessions aim to provide opportunities to practice the most important client conversation – the identification of value.

Tuesday 27 June

11:30am – 12:30pm

CERTAINTY TEAMS (CT_COO_08)   
CLIENT-ONLY EVENT

“Chief Operating Officers (COOs)” – CERTAINTY TEAMS SESSION SPECIAL TOPIC: OUTSOURCING

The range, quality, and diversity of outsourcing are increasing.

These services are becoming more vital for Certainty Advice teams searching for greater productivity while maintaining quality of advice and teamwork.

What are the Chief Operating Officers within Certainty Teams see working or not working?

What are the trends, returns, and steps to maximise this emerging resource pool?

This session will also review progress against plans and start discussions to understand what success looks like for COOs in the approaching 23/24FY.

Tuesday 4 July

11:30am – 12:30pm

CERTAINTY TEAMS (CT_DIR_08)
CLIENT-ONLY EVENT

“DIRECTORS” – CERTAINTY TEAMS SESSION SPECIAL TOPIC: CRMS

While there is no such thing as the perfect CRM, there are vital issues, features, and lessons that make these crucial systems either helpful or painful.

This session will share the best lessons and outcomes Directors are experiencing from their CRM and how they expect to expand their CRM capability.

As usual, the session will review each firm’s progress against the plan and table the first view of 23/24FY projections for each firm.