Certainty Events
All times are in Sydney time:
Tuesday 29 April
11:30am – 12:30pm
CERTAINTY TEAMS (CT_DT_21)
CLIENT-ONLY EVENT
THE FIVE SECRETS ADVISORY TEAMS USE TO CONTROL WORKFLOW WITH CERTAINTY
The key issues that challenge owners and managers of busy advisory teams who use Certainty Advice are capacity, technology, and dependency.
On April 29, I will be joined by Vincent Holland, CEO of Plutosoft, to answer specific questions about current best practices for workflow control, SOA development and share what he believes are the five essential secrets that productive advice teams are implementing. This is not a session to miss if you want to ensure your workflow practices are best practice.
This session is intended for DIRECTORS & MANAGEMENT.
Thursday 1 May
11:30am – 12:30pm
FAST-TRACK (FT22)
CLIENT-ONLY EVENT
Role Play Thursday: Learning fast, leveraging experiences, being successful on purpose…
These weekly events are Certainty’s “Lab” events. They provide every attendee with a like-minded forum to test their own implementation steps and the learnings of specific live Certainty client cases (anonymously), ensuring that everyone’s efforts are not wasted, that progress is assured, and that outdated advice paradigms can be confidently dumped.
Certainty Advice is all about skills – not knowledge.
Monday 5 May
11:30am – 12:30pm
CERTAINTY SKILLING (CS110)
CLIENT-ONLY EVENT
CERTAINTY MAPPING – WHAT ARE “CERTAINTY TOPICS”
Certainty Topics drive every Certainty Relationship.
Within Certainty Advice, there are three drivers of client value—”Signatures”, “Complexities”, and “Significances”. Participants in this session will understand these components, their role in Certainty Advice relationships, and the soft skills to consistently and methodically identify, acknowledge, prioritise, and price them.
Thursday 8 May
11:30am – 12:30pm
FAST-TRACK (FT23)
CLIENT-ONLY EVENT
Role Play Thursday: Learning fast, leveraging experiences, being successful on purpose…
These weekly events are Certainty’s “Lab” events. They provide every attendee with a like-minded forum to test their own implementation steps and the learnings of specific live Certainty client cases (anonymously), ensuring that everyone’s efforts are not wasted, that progress is assured, and that outdated advice paradigms can be confidently dumped.
Certainty Advice is all about skills – not knowledge.
Monday 12 May
11:30am – 12:30pm
CERTAINTY SKILLING (CS111)
CLIENT-ONLY EVENT
ADVISING MILLENNIALS WITH CERTAINTY ADVICE
This session facilitates discussions about possible approaches, pricing models, complexities and strategies to advise Millennials using the Certainty Advice approach. While the research suggests this generation of clients are tech savvy, seek experiences more than possessions and place a high value on social proof, they are also perfect candidates for Certainty Advice’s personalised value-based approach.
This session will be important for any advice team to better leverage their current or potential Millennial client base.
Thursday 15 May
11:30am – 12:30pm
FAST-TRACK (FT24)
CLIENT-ONLY EVENT
Role Play Thursday: Learning fast, leveraging experiences, being successful on purpose…
These weekly events are Certainty’s “Lab” events. They provide every attendee with a like-minded forum to test their own implementation steps and the learnings of specific live Certainty client cases (anonymously), ensuring that everyone’s efforts are not wasted, that progress is assured, and that outdated advice paradigms can be confidently dumped.
Certainty Advice is all about skills – not knowledge.
Thursday 22 May
11:30am – 12:30pm
FAST-TRACK (FT25)
CLIENT-ONLY EVENT
Role Play Thursday: Learning fast, leveraging experiences, being successful on purpose…
These weekly events are Certainty’s “Lab” events. They provide every attendee with a like-minded forum to test their own implementation steps and the learnings of specific live Certainty client cases (anonymously), ensuring that everyone’s efforts are not wasted, that progress is assured, and that outdated advice paradigms can be confidently dumped.
Certainty Advice is all about skills – not knowledge.
Meet The Convenor
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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