A CERTAINTY ADVICE WORKSHOP

Advice Proposition & Pricing Day

An intensive one-day workshop for advisory teams seeking to engage clients comprehensively, valuably, consistently and profitably in the new era of financial advice.

 

Certainty Advice Proposition & Pricing Workshop

Thursday, 18 March 2021

10:00AM – 4:00PM (Sydney Summer Time)

Venue: Sydney CBD & Virtual

Workshop Agenda

(PLEASE NOTE: THIS IS A HYBRID WORKSHOP – LIVE IN SYDNEY CBD &  VIRTUAL – ALL TIMES ARE SYDNEY SUMMER TIMES – SHORT BREAKS BETWEEN EACH SESSION – AGENDA SUBJECT TO CHANGE)

EVENT OBJECTIVE:

Our Certainty Advice Proposition and Pricing Days are intensive workshop sessions using multiple role plays, case studies and best practice benchmarks to maximise implementation with existing and new advice clients.

10:00am Delivering Methodical & Valuable Advice

  • Workshop Objectives
  • Client Engagement Models
  • Pricing Principles
  • Q&A 

11:00am Identifying Client Value

  • Case Study One: Why Clients Pay for Advice
  • Identifying the three highest value conversations
  • The value ‘Fact Find’

NOON Broadening Advisory Skills #1

  • Case Study Two: Value is in the details
  • Role playing micro-skills of advice: positioning, probing, controlling and listening
  • Q&A

LUNCH

1:40pm Broadening Advisory Skills #2

  • Case Study Three: Converting Existing Clients
  • Role playing micro-skills to broaden, re-engage and uplift existing clients
  • Q&A

2:30pm Pricing Advice 

  • Case Study Four: Pricing Comprehensive Advice 
  • Role playing the three crucial pricing tools
  • Q&A

3:30pm Implementing Workshop Learnings

  • Implementation Benchmarks 
  • Developing implementation paths
  • Q&A

4:00pm CLOSE

Great to flesh out what other firms are doing.

Craig Abela

Practice Principal, Signate Private Wealth, GOLD COAST

Each section was valuable as you can always take one bit of information away from the forums.

Amber Stevenson

Financial Adviser, Signate Private Wealth, GOLD COAST

This was seriously one of the best events I’ve attended online. Great event, very accessible, and even when we return to “normal” travel, I think this is a viable option for you from time to time.

Stuart Roe

Financial Planner, Roe Financial, GLANDORE

The individual messages resonated.

Fausto Pastro

Principal, William Buck, SYDNEY

Reaffirmation of the true value we give clients. 

Neil Watson

Principal, The Planning Room, CAMMERAY

These sessions help me fine tune our approach by understanding what other firms like ours are doing. 

Travis Martin

Principal, Monument Advisory, WEST PERTH

Networking, rehearsing, practicing – all valuable.

Paul Birch

Principal, Pacific Wealth, MANLY VALE

When connecting virtually here are some recommended TOOLS You’ll NEED…

The following will assist your experience when joining us virtually…

 

Twin Screens

Remote events are most effecitve when you  can see the community as though you’re in a room together. One screen for your workspaces (we’re using MIRO & GoToWebinar) and another for faces. (Not mandatory of course).

HEADPHONES & MIC

Hearing you is as important as you being able to hear us. While there are always video & audio issues, your own headphones and ideally separate (non-computer) mic always helps. Smartphone earphones and mic are ideal. 

Register

Click on the link below to register. 

Thank You

10% of all Workshop proceeds 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

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 feedback, your questions, your suggestions, your recommendations & opinions regarding our March 18th Certainty Advice Proposition & Pricing Workshop…

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