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Peter Lanham and
Nidhi Soin are now friends 6 days, 22 hours ago
THE SECRETS TO ENGAGING FINANCIAL ADVICE CLIENTS SEND ME A COPY
Delivering Certainty equips financial advisers with a method of engaging advice clients, at a time when they need it.
Building a great advice firms is not a matter of product selection or circumstance. It is about instilling specific, consistent and repeatable client conversations that focus on what clients value - the greatest financial certainty possible in a chaotic and uncertain financial world - and then delivering on that simple promise.
The Delivering Certainty practices are more than just tactics. They build on a mindset and philosophy that will stand the test of time and bear the next generation of great advice brand names.
"Adopting the 'Certainty-Based Advice' process has transformed not only my business, but my whole way of thinking. And the best part is our clients absolutely love it."
~ Scott Farmer, Private Client Adviser/Managing Director, Bravium Pty Ltd, Deakin ACT
Jim Stackpool - Founder Certainty Advice Group
Peter Lanham and Nidhi Soin are now friends 6 days, 22 hours ago
THE SECRETS TO ENGAGING FINANCIAL ADVICE CLIENTS SEND ME A COPY
Delivering Certainty equips financial advisers with a method of engaging advice clients, at a time when they need it.
Building a great advice firms is not a matter of product selection or circumstance. It is about instilling specific, consistent and repeatable client conversations that focus on what clients value - the greatest financial certainty possible in a chaotic and uncertain financial world - and then delivering on that simple promise.
The Delivering Certainty practices are more than just tactics. They build on a mindset and philosophy that will stand the test of time and bear the next generation of great advice brand names.
"Adopting the 'Certainty-Based Advice' process has transformed not only my business, but my whole way of thinking. And the best part is our clients absolutely love it."
~ Scott Farmer, Private Client Adviser/Managing Director, Bravium Pty Ltd, Deakin ACT
Jim Stackpool - Founder Certainty Advice Group