Certainty Events

All times are in Sydney time

Thursday 5 August
11am – 1:30pm
Discovery Skills Workshop
Discovery Skills WORKSHOP

A small audience virtual workshop for advisory firms seeking to identify why clients engage, pay and take financial advice – year in, year out.

Public: $890+Gst

Member: free 

Monday 9 August
11:30am – 12:15pm
Certainty Roundtable: “Pre-Discovery Screening with Certainty”

Every prospective enquiry is a compliment and needs to be treated accordingly. Ensuring best interests are served for both the enquirer and the Certainty Advisory team is also important.

How are Certainty Advice firms screen enquiries to ensure the respective and efficient management of enquiries?

This forum is exclusively for those engaged with Certainty Advice Group.

Thursday 26 August
12pm – 12:45pm
“COMPLEX PRE- RETIREE” PRECEDENTS

A virtual “What Price Value Conversion” session for all members of Certainty Advice designed to provide real examples of Certainty Advice pricing methodology to confront all paradigms but more importantly build your own pricing methodologies and confidences.

This forum is exclusively for those engaged with Certainty Advice Group.

Thursday 2 September
12pm – 12:45pm
CERTAINTY DNA COACHING SESSION: “ADVISING SMEs WITH CERTAINTY”

A monthly virtual session for all members of Certainty Advice designed to increase the support and skills for everyone in firms developing their own Certainty Advice ‘artwork’ and will introduce new training methods using live quizzes, relevant case studies, and live online role-plays while using Zoom.

This forum is exclusively for those engaged with Certainty Advice Group.

Thursday 16 September
11am – 1:30pm
Academy Two Workshop
Engagement Skills WORKSHOP

A small audience virtual workshop for advisory firms seeking the Engagement Propositions, Frameworks & Tools to engage advice clients annually.

Public: $890+Gst

Member: free 

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