How I started- Solo Adviser- The Master Plan
Damien Winberg - a sole operator describes the importance of a consistent first ten minutes, the need to drop fears of incompetence that never eventuated
Topic Tag: Best practices
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
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
How to Control Certainty Map Conversations to 20min per client
How to make Discovery Conversations efficient - i.e. approx. 20mins or less for each client.