CERTAINTY PROPOSITIONS

An intensive four-month program that will equip advisory team members with the necessary skills, tools, mindsets, support and feedback to engage clients comprehensively, valuably and profitably. 

CERTAINTY PROPOSITIONS

An intensive four-month program that will equip advisory team members with the necessary skills, tools, mindsets, support and feedback to engage clients comprehensively, valuably and profitably. 

WHO IS THIS PROGRAM FOR?

PARTICIPANTS OF THIS PROGRAM SEEK TO ACHIEVE SOME OR ALL OF THE FOLLOWING:

Development of a proposition that reduces dependency on specific team members, particularly founders and senior members

A value proposition that can eliminate the real or perceived influence of a financial product or platform

 

Client propositions built 100% upon what is of value and in the best interests of each client for every year of engagement

 

A proposition for a wide range of clients (e.g. pre/post retirees, wealth accumulators, gen X, millennials, SMEs, high-net-worth, “mums and dads”) and their unique issues

A proposition for a broad range of advisory team experience, from new team members minimal client experience to the most experienced

 

A proposition that will forge the careers of all team members while funding the firm’s growth

 

HOW IS THE PROGRAM CONDUCTED?

WHAT ARE PARTICIPANTS SAYING?

FAQs

(CLICK THE FOLLOWING)

 

WHO WILL BE DELIVERING THIS PROGRAM?

Jim Stackpool will be conducting most skilling sessions, team webinars, getting started events as well as leading any one day live or virtual events. Certainty Advice’s Martin Mulcare will be conducting some skilling sessions and chairing live events while Certainty’s Kylie Stedman-Gomes has designed, conducted and overseen the hundreds of engagement conversation reviews and will be managing the review workflows using Certainty’s consulting team. Certainty’s support team will be providing the program support for each participant.

Does this Program cater for different types and sizes of advice firms?

The Program has been successful for one-person firms and advisory teams within large multi-professional firms. It has been as successful for advisory teams based in regional and provincial locations as for metropolitan-based firms. It has been proven for firms that focus on a ‘mum and dad’ niche as it has for firms that focus on a busy SME niche. Fundamentally the Program will accelerate the skills, growth and returns of any advisory team’s COMPREHENSIVE client proposition.

IS THIS PROGRAM SUITABLE FOR SUPPORT TEAM MEMBERS?

The Certainty Propositions Program is suitable for all team members that engage and interact with clients. Ideally the more team members that are skilled in the client engagement skills crucial to client loyalty and progress, the faster the growth of team confidence and returns. This Program caters for experienced and qualified advisers as well as non-qualified new team members who will have client contact.

How many of our team members benefit from this program?

Every team member that participates in some way will benefit. Every team member will have access to the Certainty Advice frameworks, training materials, precedents, skilling sessions and Certainty Teams events. However, the one-on-one coaching of individual skills (two examples per team member per month) will be limited to four team members. The only exception for access and coaching focus is for institutional and large advisory firms with large teams seeking to be skilled.  

WHAT HAPPENS AT END OF THE PROGRAM?

It depends on what value is sought at the program’s end. Most participants from new firms continue onto the Certainty Pricing Program. New participants from CERTAINTY ADVICE MEMBER firms already practising Certainty Advice will continue to be reviewed and skilled as part of their growing team.

CAN YOU TAKE A BREAK FROM THE PROGRAM?

Yes, if participation needs to be put ‘on hold’, participants can re-join within twelve months. However, 50% of the Program fees are owing on Program commencement and subsequent month-by-month payments are due monthly in advance and no refunds will be possible. It is not ideal to halt a learning development program and re-start, but we understand the surprises that challenge plans.

WHAT INVESTMENT IS REQUIRED TO JOIN THE PROGRAM?

The Certainty Advice Propositions Program caters for up to four team members undertaking the program for four months. The professional fee is only $12,000+Gst. Payment terms are 50% on acceptance and monthly in advance payments of $1500+Gst.

WHAT ROI IS ACHIEVED BY TEAMS UNDERTAKING THE PROGRAM?

As a guide, minimum fees for new clients engaged using the Certainty Advice Proposition are approximately $6,000+Gst. Provided participants skills are developed, it is reasonable to expect two new minimum clients paying minimum fees only will cover the hard costs of the Program. As confidence, experience, client satisfaction and engagement grows, Certainty Advice member firms experience 5x-10x initial ROIs in the following twelve months.

How many hours will participants need to spend each week working on their skills?

For maximum benefits and fast-tracking of skills, participants will attend a 45-minute skilling session each Monday (or review the recordings and materials), they will also attend a 60-minute Teams Webinar once a month, and most importantly they will be developing their skills using one of the Program’s case studies or with a new client or during an existing client review meeting which will add another hour per fortnight in preparation. All participants learn differently and their allocations to learning will be balanced by their existing day-to-day duties.

Are the sessions recorded?

All sessions are recorded and saved for each participant in their own ‘space’ within the Program’s Learning Management System accessible by a unique password for every participant. 

REALISTICALLY WHEN DO BENEFITS START TO GROW FOR PARTICIPANTS?

This depends on so many factors. For participants unfamiliar with proactive client positioning, deep client questioning and exerting stronger control in client conversations, benefits can initially appear to be a distant possibility. For other participants keen to explore and extend their advice capabilities, the frameworks, support groups, and discussions with other advisory teams in other firms provide immediate benefits. Each participant will have their plan, showing expected benefits at the end of the Program for expected efforts. 

I have an unanswered question...

Please make contact either directly during (Sydney time) at +61 (0)2 99669135, complete the query form at the bottom of this page or email us directly at [email protected]

THE PROGRAM CONVENOR – JIM STACKPOOL

During 30 years of consulting, training and facilitating growth strategies with entrepreneurial financial advisory and accounting firms, Jim has published four books, been asked to judge numerous advisory practice of the year awards, chaired the development committee for the Securities Institute Practice Management Curriculum, and built Certainty Advice Group’s development curriculum.

He has written numerous white papers on the development of financial advice, created the largest business performance database and benchmarks for Australian financial advisory practices, and created Australia’s first and still only Certification Mark and Standard accredited with ACCC and IP Australia, which defines impartial advice.

Want to find out more about Certainty Propositions?

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