This session isn’t a lecture or presentation. Martin, with support from Joy, will guide you through intensive role-play sessions focused on the core skills that drive client value: positioning, probing, listening, and controlling conversations. Martin will ensure every participant—whether you’re...
This session isn’t a lecture or presentation. Martin, with support from Joy, will guide you through intensive role-play sessions focused on the core skills that drive client value: positioning, probing, listening, and controlling conversations. Martin will ensure every participant—whether you’re...
Russell Wadey from Insight Family Wealth Consultants in Sydney and Scott Farmer from Bravium in Canberra share their experiences, lessons and mindsets as they perform and deliver as Principal Advisers.
Re-engaging existing Certainty Clients is different to re-engaging clients on narrower interests of tax, investment, superannuation, or business reviews. This Forum Roundtable discusses the experiences firms are having as well as some of the best practices to indicate a Certainty...
This is the first in our new Roundtable Forum series. The objectives of the Roundtable Forums is to facilitate discussions on a specific 'big picture' topic for everyone that attends live. Our first topic for the Forum is "Who is...