Certainty Events

All times are in Sydney time:

Tuesday 11 October
11:30am – 12:30pm

CERTAINTY TEAMS      
CLIENT-ONLY EVENT

“ACCELERATORS” – CERTAINTY TEAMS SESSION

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 ACCELERATORS.

Accelerators are deep in the skills and competency stage of engaging clients comprehensively using the Certainty Advice models.

Wednesday 12 October
11:30am – 12:30pm

CERTAINTY CASE STUDY      
CLIENT-ONLY EVENT

Certainty Advice Fundamentals” – Certainty Case Studies Session 

These intensive ZOOM training sessions with other members of the Certainty Advice Community will accelerate the success and skills when engaging comprehensive advice clients.

Using active learning such as case studies, role-plays and break-out groups, each session is highly interactive. Optional post-session follow-up assignments and coaching will be provided for participants who are prioritising their mastery.

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.

These events may credit towards the attendees’ annual professional development hours.

Monday 17 October
11:30am – 12:30pm

CERTAINTY ROUNDTABLE      
FREE EVENT

“Screening Prospects – Take II”

Six months ago we re-built the Certainty approach to screening prospective clients. We called it ‘Conversation Zero’.

It was effective, but not as much as hoped.

After much feedback and review of real Conversation Zero recordings between prospects and Certainty Advice advisory teams, we’ve identified a ‘gap’.

This Certainty Roundtable session will re-launch Conversation Zero with a stronger focus on what we believed has been missing – Prospect Leadership.

Tuesday 18 October
11:30am – 12:30pm

CERTAINTY TEAMS      
CLIENT-ONLY EVENT

“Chief Operating Officers (COOs)” – CERTAINTY TEAMS SESSION

Chief Operating Officers (COOs) among their many responsibilities are tasked with the day-to-day implementation of their team’s business plan.

Constantly juggling the rising demands of growing client bases, growing teams while managing workflows, quality control, compliance, suppliers, and the firm’s own plans requires super-human perspective, objectivity, patience and leadership.

Atop internal demands are the demands of an industry fundamentally evolving into different business models from just a few years ago.

Repeated four-six weekly, the agenda for the COO Certainty Team sessions will ensure each member receives the SUPPORT they need to better control the unique development environments their teams are traversing through.

Tuesday 25 October 
11:30am – 12:30pm

CERTAINTY TEAMS      
CLIENT-ONLY EVENT

“TINY GIANTS”- CERTAINTY TEAMS SESSION

Tiny Giants may be small in team size, but a giant in potential and power-to-performance ratios. Tiny teams of 3 or fewer people have unique strengths and challenges.

Whether in start-up or mature phase, Tiny Giants have unique approaches to managing productivity, systems, outsourcing, dependencies, and growth.

The Tiny Giants Certainty Team sessions will discuss the practical, quick and proven tactics for both mature and start-up firms. Most importantly for busy Tiny Giants, these sessions will provide the objectivity, benchmarks and support specifically needed for tiny teams.

Tuesday 8 November
11:30am – 12:30pm

CERTAINTY TEAMS      
CLIENT-ONLY EVENT

“DIRECTORS” – CERTAINTY TEAMS SESSION

Directors are constantly balancing the available strategic options, the ownership demands of a business, the leadership responsibilities of teams and their own day-to-day workloads which are often lopsided towards the urgent rather than significant.

This special Certainty Teams will SUPPORT all the diverse roles of being a Director (not just a shareholder) within an industry undergoing fundamental change and range of opportunities.

Pressing issues, checking in on progress, sharing the strategic steps, decisions and challenges are core to the regular discussions in this regular Certainty Teams session designed for Directors.

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.

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