Our Latest Certainty Webinar…
We aim to present the models, steps, secrets and shortcuts…
Delivering Great Advice after the Royal Commission into Financial Services
The 2018 Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry had far greater impact than anticipated. Over thirty minutes this webinar outlines how we believe it will redefine the value of advice, the role of an adviser, what becomes of the term ‘sales’ and ultimately how advisers will have to return to their original origins.
HOW DID OTHERS START?
“I started in the deep end from day one. First day, first client Discovery appointment. I don’t know any other way to provide advice. When the approach is so natural, I found it easy to start straight away.”
“I started using the principals years ago on my own. I made progress, but didn’t really get the value of the approach until I started with the broad community of firms.”
“I started by joining Cultivating Advice workshops. I learn best listening to others, hear how they are adding value using the approach, for me to learn how my team and I can best implement.”
“I start anything new to do with our client offering cautiously. I want to know as much as I can before I introduce it for the first time. For me, the online curriculum, the opportunities to hear from others and the guided support to start really got me going”
“I have been retainer pricing our value for years. I started by listening to the pricing webinars & reading about this pricing method. The workshop and Certainty Adviser accreditaiton were natural consequences when I met so many others like me.”
“I’m a bit of a perfectionist when it comes to my clients. I started by spending the time talking to other firms involved in this commuity to see if I would ‘fit’. The approach aligns, but the support from the group is what’s special about it.”
STAY IN TOUCH
Join us in the journey creating a world with greater financial certainty as we strive to make financial advice not only valuable but accessible for the majority not the minority as it is today. We promise we will protect your identity and never provide your details without your expressed consent.