VALUABLE ADVICE TOOLS FOR 2024
Wednesday, 31 January, 11:30am-12:15pm (Sydney Summer Time)
A CERTAINTY ADVICE GROUP VIRTUAL EVENT
What will be shared in this webinar?
The deliverables from this event are proven for advisory teams building comprehensive advice firms.
I will share the three most effective Certainty Advice models (with accompanying training videos to assist implementation) with each attendee.
More importantly, I believe, will be the discussions of the business models required at the heart of any framework aiming to engage clients into enduring, valuable and comprehensive relationships.
My objective is for every attendee to leave the event with greater awareness how to improve profitability, reduce key person dependency, broaden the team connection, build priorities before systems, increase collaboration and the most important element of any plan – accountability.
What type of firms is this event designed for?
Regardless of size, background, experience, location, license, employment model, solo operator or team member, this event is designed for attendees intent on growing the profits, value and returns from delivering comprehensive advice.
The Certainty Advice models build advice teams and have accelerated firm’s transitions to comprehensive advice for financial advisers, accountants, risk advisers, financial planners, mortgage brokers, share brokers, bankers and similar professionals.
Who within my team should attend? Who is the content designed for?
The content is for any team member interested in, involved in, or wanting to be involved more in the delivery of the value each client seeks.
This includes senior advisers, client support, administration, para-planners, advice trainees, as well as project managers, client managers regardless of technical background or experience.
The Certainty Advice approach is applicable for any team that believes the future of valuable advice is as much about managing clients on their financial paths as it is about managing specific financial services.
Can a few of my team attend? Will it be as effective?
While the best experience is usually one person per seat, some teams may elect to attend via a ‘boardroom’ link with several people attending for the cost of one seat.
I’d ask for a slightly larger donation, if watching in a boardroom or viewing the recording in a boardroom – the choice is yours.
Is the session recorded? Can I get a recording and materials if the webinar is missed?
The session will be recorded and will be available for non-attendees for two weeks after the session.
The link to the site with the supporting materials will also be available for those that miss the live event for two weeks after the session.
If you purchased a seat, you miss the live event and for some reason you cannot get access, please use the contact us on this page to reach out to us to get you access to the recordings and materials.
How do I get access to the webinar and materials?
We will send you a Zoom registration link once we receive your payment.
Before the event we will also provide access to the materials that will be shared during the session (this is a client login providing access to the specific materials for the event).
If you lose your password, email us, use the the contact us on this page for us to re-issue you a password.
Will the webinar be interactive? Can I just listen in or am I expected to participate?
The session is interactive.
My style of presentation is facilitating rather than talking from powerpoint slides.
We use the Zoom chat, questions, and polls.
It is up to you to listen or ask questions and participate.
I've got a question that isn't listed...
Use the query form below to let us know – or give us a call on +61 (0)2 8966 9135 – or email Jezrelle at [email protected]
VALUABLE ADVICE TOOLS FOR 2024
WEBINAR REGISTRATION
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Thank you – For every registration to this event, $25 will be donated to the best unknown charity on our Northern Beaches – Streetwork – the last resort for growing numbers of lost, stressed kids.
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
We welcome your questions regarding our January 31st Valuable Advice Tools for 2024 Workshop…