Certainty Events
All times are in Sydney time:
Tuesday 3 October
11:30am – 12:30pm
CERTAINTY TEAMS (CT_DIR_10)
CLIENT-ONLY EVENT
“DIRECTORS” – CERTAINTY TEAMS SESSION
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.
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 DIRECTORS.
Monday 9 October
11:30am – 12:30pm
CERTAINTY SKILLING SESSION (CS68)
CLIENT- EVENT ONLY
MANAGING NEW BUSINESS PIPELINES
Managing requires measuring.
This session provides working models, principles and discussions on how to effectively manage the new business pipeline of opportunities.
Not all enquiries lead to engagement, but when new business pipelines are well managed, each stage of a pipeline provides vital measures to assist a firm’s capacity and business planning.
Good new business pipeline (both from new and existing clients) management removes the peaks and troughs of demand caused by the perennial activity loop of too much business leading to too little business.
Monday 16 OCTOBER
11:30am – 12:30pm
CERTAINTY SKILLING SESSION (CS69)
CLIENT- EVENT ONLY
DISCOVERY MEETINGS MASTER CLASS
Skills are not built upon knowledge.
They are built upon proper practice, immediate feedback, and more practice.
Skilled sportspeople learn to enjoy the practice as much as the application.
Too often, skills are left to wither when incremental progress inevitably becomes less obvious despite continued effort.
These Certainty Master Classes are every Certainty Advisory Team member seeking to master their Certainty Skills of Listening, Probing, Positioning, and Controlling.
Monday 23 October
11:30am – 12:30pm
CERTAINTY SKILLING SESSION (CS70)
CLIENT- EVENT ONLY
SEPARATING THE VALUE FROM THE BASICS WITH CERTAINTY
Delivering Certainty Advice can be tough, particularly if conversations don’t separate what a client considers to be “pressing”, “basic”, or “aspirational”.
This practical skilling session provides case studies and role plays on one of the toughest elements of Certainty Advice – identifying the ‘right’ client topics upon which to build valuable paths.
This session will work for all advisory team members, whether new to Certainty Advice models or seasoned over many years.
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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