Certainty Events

All times are in Sydney time:

Monday 17 June
11:30am – 12:30pm

CERTAINTY SKILLING  (CS86)
CLIENT-ONLY EVENT

Master Class

Discovery Meetings Master Class

Certainty Advice is a set of frameworks that relies upon improving skills and awareness. The objective of this Discovery Master Class is the development of participant’s skills and awareness through practice, role play and feedback. Everyone implementing Certainty Advice knows how to probe, control, position and listen.

Certainty Advice is not a series of scripts, but frameworks that serve as unique structures to support the most valuable conversations advisory teams have with their clients each year. These free-flowing sessions also share experiences among like-minded and diverse advisory teams implementing Certainty Advice.

Monday 1 July
11:30am – 12:30pm

CERTAINTY SKILLING  (CS87)
CLIENT-ONLY EVENT

SCREENING PROSPECTS WITH CERTAINTY

Not all advice opportunities are good opportunities. The Certainty Advice approach may not be in the best interests of some prospects or existing clients. How are advisory teams using Certainty Advice respectfully and productively identifying potential non-ideal prospects and providing them with alternative paths? This session facilitates discussions about Certainty Advice’s Conversation Zero, alternative advice providers and how these frameworks are implemented.

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

Monday 8 July
11:30am – 12:30pm

CERTAINTY SKILLING  (CS88)
CLIENT-ONLY EVENT

Master Class

Discovery Meetings Master Class

Certainty Advice is a set of frameworks that relies upon improving skills and awareness. The objective of this Discovery Master Class is the development of participant’s skills and awareness through practice, role play and feedback. Everyone implementing Certainty Advice knows how to probe, control, position and listen.

Certainty Advice is not a series of scripts, but frameworks that serve as unique structures to support the most valuable conversations advisory teams have with their clients each year. These free-flowing sessions also share experiences among like-minded and diverse advisory teams implementing Certainty Advice.

Monday 15 July
11:30am – 12:30pm

CERTAINTY SKILLING  (CS89)
CLIENT-ONLY EVENT

CONVERTING INSURANCE, INVESTMENT, TAX CLIENTS & PROSPECTS INTO CERTAINTY CLIENTS

The majority of new enquiries are for specific advice. Usually issues such as superannuation, investment, insurance or tax. How do Certainty Advice teams convert these queries into comprehensive advice? This session facilitates discussions, models and examples of how advisory teams and their prospects are converting advice enquiries into broad comprehensive advice relationships.

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

Monday 22 July
11:30am – 12:30pm

CERTAINTY SKILLING  (CS90)
CLIENT-ONLY EVENT

Master Class

Discovery Meetings Master Class

Certainty Advice is a set of frameworks that relies upon improving skills and awareness. The objective of this Discovery Master Class is the development of participant’s skills and awareness through practice, role play and feedback. Everyone implementing Certainty Advice knows how to probe, control, position and listen.

Certainty Advice is not a series of scripts, but frameworks that serve as unique structures to support the most valuable conversations advisory teams have with their clients each year. These free-flowing sessions also share experiences among like-minded and diverse advisory teams implementing Certainty Advice.

Thursday 23 July
11:30am – 12:30pm

CERTAINTY TEAMS (CT_DT_16)
CLIENT-ONLY EVENT

“DIRECTORS” – Valuation Trends for Advisory Firms

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.

The regular Certainty Team sessions ensure the Directors and Practice Managers implementing Certainty Advice are only one insight away from the confidence needed to spark their next strategic breakthrough.

After a review of firms’ progress, today’s session will focus and facilitate group discussions on valuations of advisory firms. Steve Prendeville from Forte Asset Solutions will join the session to discuss:

  • The trends affecting values

  • The mechanics of sales/mergers – (e.g. shares)

  • Trends supporting and cultivating the ‘buyer within’

  • The timeframes of sales/mergers

  • The best growth stages for sales/mergers

This session is intended for existing Certainty Advice Directors and Practice Managers only.

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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