Topic Category: Implementation
How we started our implementation- Accounting/ Financial Planning firm – Blackburns Business Advisers – Newcastle
Jaye tells how to make the best starts, not worrying about being perfect, how he was surprised by how well his SME clients enjoyed the process
How We Started our implementation- Three Adviser Firm – Roe Financial
Stuart Roe from Roe Financial Adelaide shares his experience implementing Certainty Advice within their boutique advisory firm
Conducting Discovery Meetings with SME owners- Monument Advisory
Dieter Tode shares his many insights using Certainty Maps with this growing SME clients
How we run two chair Discovery Meetings – Signate Private Wealth
Amber Stevenson, from SIgnate Private Wealth Gold Coast shares her experience and insights using two chairs is Discovery meetings