Certainty Events

Traditional Engagement Meetings are dominated by advisory teams extolling ‘what’ they propose to do for their prospects.

This process assumes the value is contained in ‘what’ they do.

Engaging a Certainty Client is different. Certainty clients are engaged based upon the significant VALUE clients seek. The value is not what the advisers do, but what they enable the client to better achieve, overcome, or manage.

With the emphasis on client value, Certainty Engagement meetings require the skillful positioning of the principal advisory relationship and the proposed forward advisory path to best achieve the value the client seeks and management of the significant issues the clients experience.

This session shares the latest frameworks for Certainty Engagement Meetings, crucial for consistent, methodical and valuable returns for clients and advisory teams.

Advice is only needed when clients face complexities they are unable to resolve themselves.

Core to Certainty Advice is the skillful facilitation, understanding and agreement between advisory teams and clients on the initial and ongoing complexities that are core to successfully managing better financial lives and the advice relationship.

Being different to traditional advice conversations, the skills to facilitate productive complexity conversations and insights are essential to the advice relationship, particularly in longer term advice relationships.

These session will facilitate free-flowing sessions among like-minded and diverse advisory teams seeking to master better complexities conversations and insights for their Certainty Advice clients.

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

Managing significant personal wealth has never been more challenging. Wealth itself creates a large range of issues well beyond investment management.

The Certainty Adviser is well placed for this market, provided they are well prepared.

Using research from those working in this space, this session facilitates discussions about the range of needs for this market and the range of services provided by commercial’ family office’ structures.

This session focuses on the positioning of the ‘CFO’ or ‘Executive Director’ role, the potential range of advice services, and the means of managing family office relationships.

Certainty Advice is core to understanding the value and complexity for all the stakeholders involved in a family office proposition. However, additional skills are required to manage expectations, budgets, and the many relationships involved.

This session will facilitate discussions about how Certainty Advice and Family Office propositions can combine.

The Certainty Fast-track series is designed for every Advice Team member in their first 12 months of implementing Certainty Advice. Certainty Advice is a Skills program. Becoming ‘aware’ and obtaining knowledge of the different tools is different from developing unique skills for everyone’s unique roles and circumstances. This program, coupled with regular feedback on implementation work, builds a solid development path for every Team Member’s valuable journey to delivering and managing valuable advice relationships.

All our work is fundamentally about providing the SUPPORT for the growth of unique skills and competencies aware that everyone learns differently, progress is different, and learning environments are different.