Lesson Category: Re-engagement

Forum – Re-engaging Certainty Clients

33 min | CAR143

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...

Certainty Roundtable on Re-Engagement

33 min | CAR139

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Certainty Advice Principal Adviser 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...

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