Performing Principal Adviser with Certainty
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.
Lesson Category: Principal Adviser
Determining a Certainty Client
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...
Certainty Roundtable on Re-Engagement
Re-engagement Meetings are special for Certainty Clients. Here Lisa Waddingham and Stacey Taylor from Finbiz Advisers in Warners Bay join Samantha Albiez from Bravium in Canberra to discuss their experiences conducting Certainty Advice Re-engagement Meetings - listen to their confidence...
Joel Seach – How Advice Maps reinforce my role as a Comprehensive Adviser
Joel Seach principal of Harpel Financial Group in Melbourne shares his insights, learnings and techniques using Advice Maps for his wealth accumulator and pre-retiree clients. Key insights regarding how Joel positions and presents each Advice Map - Advice Mapping has...
Panel Roundtable – On-Going Service Propositions & Fees
The 2nd in series of our new Panel Roundtables. Samantha Albeiz from Canberra-based Bravium, Annette Pulbrook from Warner's Bay-based FInbiz and Donna Laverick from Aquira Wealth Partners based in Gold Coast share their approach with their entrepreneurial wealth accumulators and...