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
Stuart Roe from Roe Financial Adelaide shares his experience implementing Certainty Advice within their boutique advisory firm
Amber Stevenson, from SIgnate Private Wealth Gold Coast shares her experience and insights using two chairs is Discovery meetings
In-depth Video & Powerpoint about how to make the best possible Starts with Discovery Meetings.
Guidance to complete the part 5 of debrief form.