Certainty Advice Podcasts

Certainty Adviser Podcasts - Determining your best financial path from Advisers who offer unconflicted, comprehensive, non-financial product based advice

Minimum Pricing Roundtable 11/24/2022

Minimum Pricing Roundtable Minimum Pricing is a tough issue to manage because he forces advisory teams to re-position their value and pricing with existing clients. Advice firms are generally strong with implementation of their minimum annual pricing, but not as strong with the managing the expectations and value conversations with longer term clients whose prices are approaching or falling below minimums. There are a number of factors and tools to address this which is covered in this Certainty Rountable. /episode/index/show/certaintyadvicegroup/id/25126872

Conversation Zero Roundtable 10/26/2022

Conversation Zero Roundtable Because Certainty Advice is different, screening of enquiries is also different for firms implementing Certainty Advice. This session provides the 'frameworks' but also the key 'mindsets' vital to hold effective screening conversations prior making the time to meet with new prospects. The words used and the way they are delivered set the context for effective Discovery Meetings. This session provides the proven guidelines. /episode/index/show/certaintyadvicegroup/id/24802665

Huddles - How to Work Your Plan 09/18/2022

Huddles - How to Work Your Plan Daily, Weekly, Monthly Huddles are crucial for advisory firms. Without some form of regular team huddle, a team's priorities will tend to become less urgent and important than the priorities of clients and the demands created by clients. The core objective of good Huddles is support for each other as teams inevitably hurdle endless the endless blockages constructed via natural healthy progress. This session discusses how Huddles are prioritising team's priorities for busy advisory teams. /episode/index/show/certaintyadvicegroup/id/24412560

The Ambleside journey 09/13/2022

The Ambleside journey Nicole O'Sullivan and Caitlin Walker from Ambleside Wealth Advisers on Victoria's South Coast town of Warrnambool share the mindsets that have shaped a great Certainty Journey over nearly 12 months. Dropping long-held assumptions, lifting accountability, defining who to serve as just some of the great examples how Ambleside has implemented significant change in a regional community. As a new era of advisers enter the advice marketplace, the stories of Caitlin and Nicole will provide confidence that the future of advice will be built by some great teams. /episode/index/show/certaintyadvicegroup/id/24356145

Building alliances with Certainty 09/13/2022

Building alliances with Certainty Building effective third-party alliances requires smart work. This session covers the third technique to build alliances with a strong preference for alliances built via existing client relationships. The session discusses the need for a plan, and the need for Alliance IP, but most importantly, this session highlights the due diligence needed to create, sustain and manage an effective third-party alliance partnership with like-minded third-party professionals. /episode/index/show/certaintyadvicegroup/id/24356130

Greater client awareness using the Goal-Driver tool 09/13/2022

Greater client awareness using the Goal-Driver tool Understanding what drives clients is essential to every Certainty Advice Proposition. While the annual Discovery conversation identifies, prioritises and confirms the overall approach, tools like Keith Abraham's Goal Driver helps with the micro-steps on every client's journey. Also team members aware of each others micro-drivers helps bring crucial awareness that we are not the same in what matters in the progress with seek. How to use this tool, who to use it with and why it was developed are all covered in this important session. /episode/index/show/certaintyadvicegroup/id/24356115

Advising partners who keep their finances separate 09/13/2022

Advising partners who keep their finances separate For good reasons, some clients seek advice which respects that some matters of their financial affairs will be kept confidential even from each other. How does Certainty Advice cater for these client scenarios? This session highlights four areas to focus upon when dealing with these client situations. /episode/index/show/certaintyadvicegroup/id/24356070

Progressing with Certainty benchmarks 09/13/2022

Progressing with Certainty benchmarks Progress means different things to different firms at different times. Once firms are through their initial survival mode when all benchmarks point towards cashflow and survival, a myraid of options appears as to how best guide growth. This session provides an overview of key performance benchmarks for advisory firms in areas of growth, profitability, productivity and fees. Sample benchmarks for 'standard' and 'best practice' performance are also provided. /episode/index/show/certaintyadvicegroup/id/24356052

Referrals with Certainty 09/13/2022

Referrals with Certainty Referrals are the core of advisory firm growth. Without management, they can become an obstacle to productive growth. This session identifies the key elements required to make client referrals productive for all client-facing team members. It outlines the twelve steps in the Certainty Advice process to generate ideal opportunities for growth. /episode/index/show/certaintyadvicegroup/id/24356028

Kylie Stirling - My journey with Certainty 09/13/2022

Kylie Stirling - My journey with Certainty From never wanting to join a Discovery Meeting to never wanting to miss them, Kylie Stirling shares her journey and the discoveries she has made as Stirling Financial Consulting, the firm started by her partner Jarad, has successfully grown. Especially important to understand about Kylie's journey is her lack of technical financial services qualifications. Her background is events and client management. Ideally suited to growing and prosperous advisory firms. /episode/index/show/certaintyadvicegroup/id/24356016

Managing you "quiet" clients with Certainty 09/13/2022

Managing you "quiet" clients with Certainty As firms grow, they tend to outgrow their clients. This creates productivity challenges for firms managing growth while still respecting promises and expectations of loyal clients. Advisory teams need a collaborative structure to support their on-going management of all clients who all deserve respect, but not equal service. This session provides some insights how good advisory teams are managing their quiet clients. /episode/index/show/certaintyadvicegroup/id/24356010

Quoting with Certainty 09/13/2022

Quoting with Certainty Poor quoting leads to wasted time, under-pricing, over-delivering and poor growth. Quoting is often driven off the wrong premise to 'win' new clients, rather than 'grow' the number of valuable clients. This session outlines some of the frameworks required for advisers to consistently, effectively and methodically quote their advice for both existing and new clients. /episode/index/show/certaintyadvicegroup/id/24355986

Selling Client Bases 04/06/2022

Selling Client Bases As firms grow quicker than the needs of their clients, how do they maintain productivity? In the past the first solution was hire more people, which increases short-term activity and not always eventuates in longer term productivity. What are the considerations for firms seeking to protect the best interests of all clients, while ensuring they remain focused on their active clients? /episode/index/show/certaintyadvicegroup/id/22696850

Accelerating from associate to senior adviser with Certainty 03/31/2022

Accelerating from associate to senior adviser with Certainty Dan Creagan, senior adviser with William Buck Sydney shares his own and his team's doubling in growth using Certainty Advice. Are pods better than pools for advisory teams? Dan shares the four key elements be believes important to growing skilled and collaborative team members. /episode/index/show/certaintyadvicegroup/id/22628759

Two Chairs Meetings 03/23/2022

Two Chairs Meetings For advisers building great advisory firms, having two team members in annual client meetings is essential. It reduces dependencies, raises team productivity, accelerates learning and careers objectives for up-and-coming team members and increases client satisfaction with more contact points. It's much more than note-taking, it's a vital part of the firm's proposition. This session explains how it works for Certainty Advice teams. /episode/index/show/certaintyadvicegroup/id/22547054

Screening Prospects with Certainty 03/14/2022

Screening Prospects with Certainty Screening enquiries from prospects is important. It is in the best interests of each prospect and firm to ensure the 'match' between firm and client represents a good 'fit' for both. This session provides great discussions and four proven steps to assist making these conversations consistent, specific, respectful and productive for firms implementing comprehensive advice models like Certainty Advice. /episode/index/show/certaintyadvicegroup/id/22448357

Positioning with Keith Abraham 03/01/2022

Positioning with Keith Abraham Advisory teams are constantly positioning themselves. It is proactive or reactive? When approaching new clients, new alliances, new team members or when explaining changes in approach to existing clients, team members or alliances, what thought is given to how to position your message, your strategy, your fee? Having worked with many teams over many years, Keith provides a set of six key framework questions to help make the positioning approach more deliberate and less by chance. /episode/index/show/certaintyadvicegroup/id/22299887

Working with Third-Party Specialists 02/24/2022

Working with Third-Party Specialists Certainty Advisers expertise can never cover all technical aspects in the lives of Certainty Clients. Therefore working with Third-Party Specialists in a consistent, specific and methodical manner is important. This Roundtable Joel Seach from Harpel Financial Group in Melbourne shares how he performs the project manager role enlisting the services of unaligned third-party property experts. /episode/index/show/certaintyadvicegroup/id/22248830

Building Teams with Certainty 02/17/2022

Building Teams with Certainty Being in the business of making our clients more confidence, advisory teamwork is crucial. This Roundtable discusses the best practices being used by Certainty Teams to consistently, specifically and methodically deliver the confidence, the direction, the expertise clients are paying for. /episode/index/show/certaintyadvicegroup/id/22174442

Handling Sensitive Conversations 02/17/2022

Handling Sensitive Conversations Mastering both the approach to valuable conversations and the 'conditions' in which valuable conversations will be held is crucial for advisory teams aiming to help clients lead their best possible lives. This Roundtable/Podcast shares how Certainty Advice teams are handling those more sensitive Discovery (and re-Discovery) Conversations when additional skills, focus and vigilance is required. /episode/index/show/certaintyadvicegroup/id/22174412

Hopes/Plans for 2022 01/27/2022

Hopes/Plans for 2022 From 'hot' Warrnambool to sticky Gold Coast and beyond the Certainty Community of firms share their hopes, plans and focus for 2022 - a key theme is 'quality' of business with a focus on the right opportunities. We also share 2022 Leadership tools for each adviser, their team, their clients, and their alliances. /episode/index/show/certaintyadvicegroup/id/21910868

2022 Breakthroughs 12/07/2021

2022 Breakthroughs Breakthroughs drive sustainable growth. This session highlights the breakthroughs planned in 2022 for Certainty Advice teams. I also present what I believe are key trends to consider in every advisory firm's 2022 planning. 2022 is going to be financial advice's best year yet. /episode/index/show/certaintyadvicegroup/id/21402407

2022 Planning - 2021 Insights 12/01/2021

2022 Planning - 2021 Insights Insights are significant learning experiences that make an impact and accelerate change because they allow us to leapfrog the planned steps having heard the experience of others on similar paths to similar objectives. The 2021 Insights are in the areas of Covid, Leadership, Us, Structures, Compliance and Value. Nearly all of these areas are important for the advisory teams business planning for 2022. /episode/index/show/certaintyadvicegroup/id/21333554

2022 Planning - Aligning Team Careers Plans & Business Plans 11/17/2021

2022 Planning - Aligning Team Careers Plans & Business Plans Advisory teams are the most valuable asset for every advisory firm. For firms in the business of building a business that consistently delivers great advice, the formalisation of team careers, team management and growth is crucial. But too often the planning for clients and the administration involved every day becomes a higher priority. This session shares crucial thinking and tools to help every firm, regardless of size, bring greater formality and process to building the firm's most important asset - the team. /episode/index/show/certaintyadvicegroup/id/21190919

Articulating Value - is it about Money, or Advice or Planning? 11/11/2021

Articulating Value - is it about Money, or Advice or Planning? Consistently, specifically and methodically articulating the value of advice is crucial for initial and ongoing engagements with Advice Clients. For Certainty Advice where value is what the client seeks rather than what an adviser provides, advisory teams need to be aware the 'shift' in support for client value to be realised. This Roundtable discusses how firms using Certainty Advice are articulating and positioning their advice on the three advisory roles or money, advice and planning. /episode/index/show/certaintyadvicegroup/id/21137882

Outsourcing with Certainty 11/11/2021

Outsourcing with Certainty Outsourcing will grow from predominantly an administrative functionality to a management function. This will allow increasing numbers of our teams to deliver the value clients seek, while ensuring teams are not over-worked, that profits are achieved and careers objectives being met. This session shares the thinking, the benchmarks and core functions not to outsource for advisory firms of the future. /episode/index/show/certaintyadvicegroup/id/21137870

Building/Merging Clients Advice Bases 10/19/2021

Building/Merging Clients Advice Bases We advise proceed with caution when considering a merger or acquisition of an advice client base. This session highlights the different generations of advisory firms which is an important framework to segment any acquisition/merger effort. The key is productivity growth, not activity growth. Too often mergers are not driven by better serving clients best interests or driven by a focus on more activity. In these fast-changing times this session highlights some of the key steps to make these opportunities work. /episode/index/show/certaintyadvicegroup/id/20871563

Outgrowing Advice Clients 10/14/2021

Outgrowing Advice Clients A challenge of great advice firms is the growth of client bases. In the old financial planning days clients will often placed in 'quiet' status while firms still earned a small return until client's needed additional advice. Those days are gone if not going. How do advice firms manage the clients they might be outgrowing today? /episode/index/show/certaintyadvicegroup/id/20820542

How Your Advice Grid will Power Your Price Committee 09/30/2021

How Your Advice Grid will Power Your Price Committee Shifting from a Fees-For-Service pricing methodology based upon products, hours or range of services to a Value-For_Money pricing methodology based upon value, Advice Grids provide the vital management in four key areas of business growth - this Roundtable facilitates discussions and presents the models to support Advice Grids. /episode/index/show/certaintyadvicegroup/id/20652869

Selling Once, Twice, Three Times 09/14/2021

Selling Once, Twice, Three Times Why do some advisers sell the same thing three times? The financial plan, the plan's implementation and the on-going fees? How can advisers switch this to just selling once - the advisory relationship? Key to advisory teams offering comprehensive advice is to ensure their 'worth' in the client's mind is not aligned to a plan or it's implementation of estimated on-going fees, worth needs to be based on something far more important to each client. /episode/index/show/certaintyadvicegroup/id/20475986

Certainty Advice Podcasts

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