Today, your clients need much more than just re-assurance.
If you are acting as a principal adviser in these unprecedented times, your clients need more than a re-analysis of their cash flows, more than help with the steps to obtain entitled support, more than a review of their asset allocations. Your priority must be a re-confirmation of their unique complexities, what is now most fundamental to them, what now is most significant and valuable to them.
Over 90 minutes our Go-To-Whoa Webinars will outline all the steps we’ve learned in thirty years of working with great advisers who believe that enduring advice relationships are not built upon any assumptions as to what is of value to each client.
These steps are core to our brand of advice – Certainty Advice – the first Standard of professional un-conflicted advice recognised by ACCC and IP Australia.
Our ‘Go-To-Whoa’ Webinars – All the steps to engage with Certainty
Powerful conversations need proper & aligned context. Setting (and keeping) the context of Certainty Converations on the value each client seeks is different to client’s expectations. Advice regarding solutions must follow an unassumed, impartial & thorough understanding of unique issues for every client.
Advising Methodically & Consistently
For too long quality advice has been dependent upon access to specific experts which creates dependency issues for firms and expensive advice for clients. Certainty Advice provides the specific and methodical frameworks for whole advisory teams to identify, deliver, manage and price valuable advice for their clients.
Certainty Advice is currently built upon nine and a half frameworks to methodically and consistently uncover the value client’s seek every year from advice.
Contrary to convention, Certainty Advice does not engage based upon technical recommendations. Our engaging frameworks currently include Certainty Advice Maps™ and Advice Paths™ which focus on each client’s unique value sought, high-level approach and terms for coming twelve months.
Everything we do at Certainty Advice Group starts from our objective – the majority of Australians having access to comprehensive & valuable advice, unlike today when it’s only a minority. Our Go-to-Whoa Webinars aim to accelerate advisory team mastery in delivery of what each client values from their financial lives.
“The Go-To-Whoa” Webinars
The Fee for attending our Go-To-Whoa Webinar is $89+gst. There is no fee if you are currently a member of our Cultivating Advice or Certainty Advice Online programs.
This fee includes copy of the webinar slides, a recording of the webinar, and copies of the advice frameworks discussed (e.g. Advice Map & Advice Path engagement documents, plus Discovery & Engagement conversational frameworks).
Also, 10% of your fee will be passed onto our favourite cause – Streetwork – supporting kids suffering significant stress, particularly in these times of Covid-19.
The Webinar will run for approx 90 minutes, divided into three stages.
The first stage is the Value Discovery Steps when meeting clients. The second stage is the Value Construction Steps conducted by advisory teams post Discovery and pre Engagement, and the third stage is the Value Engagement Steps when presenting your proposed engagement approach and fees.
Each webinar is interactive using live role plays with periods of Q&A.
When joining our Go-To-Whoa Webinars, please understand our bias…
Everything we do at Certainty Advice Group starts with our objective to shift the access of valuable advice from minority to majority of Australians. To support our objective, in mid 2019, we obtained sign off from ACCC & IP Australia on Australia’s first Certification Mark (#1994805) for professional advice – Certainty Advice.
For nearly thirty years we’ve believed in and witnessed the value obtained by clients from the delivery of non-conflicted, flat fee, comprehensive financial advice. So, every day, we develop tools, communities, frameworks and advisory support materials so the majority of Australians gain access to valuable advice.
The focus of the Go-To-Whoa Webinars focus on our Client Discovery, pre-Engagement, and Client Engagement frameworks.
Drop us a note if you’re seeking more information about our Go-To-Whoa Webinar Series, we’ll get back to you asap
I love flying. Always have. Long flights, short trips, big planes, tiny ones, hang-gliders, choppers. When I was a kid, Dad would sometimes drive out to a small park on the Cooks River which bordered Mascot airport to watch the arrivals and departures. From there you...
Would you regard a product recommendation from a Toyota dealer or Apple store as ‘advice’? Do you think bias makes a recommendation less valuable? Do you think it matters? Consider the ‘advice’ members of Australia’s second largest Superannuation Fund – QSuper – will...
Congratulations to the recently announced Top 100 Financial Advisers for 2020. After exhaustive research and analysis by The Australian and Barrons, this list of talent represent the best in Australia. They deserve their accolades as do all high achievers and leaders...