Latest Valuableadvice Podcast Episodes
Minimum Pricing Roundtable
Certainty Advice Podcasts - November 24, 2022 21:11 - 16 minutesMinimum 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 conversa...
Conversation Zero Roundtable
Certainty Advice Podcasts - October 26, 2022 02:43 - 11 minutesBecause 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 ...
Huddles - How to Work Your Plan
Certainty Advice Podcasts - September 18, 2022 22:06 - 9 minutesDaily, 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 oth...
The Ambleside journey
Certainty Advice Podcasts - September 13, 2022 01:04 - 21 minutesNicole 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...
Building alliances with Certainty
Certainty Advice Podcasts - September 13, 2022 01:02 - 21 minutesBuilding 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, ...
Greater client awareness using the Goal-Driver tool
Certainty Advice Podcasts - September 13, 2022 00:57 - 20 minutesUnderstanding 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 ...
Advising partners who keep their finances separate
Certainty Advice Podcasts - September 13, 2022 00:55 - 18 minutesFor 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 situa...
Progressing with Certainty benchmarks
Certainty Advice Podcasts - September 13, 2022 00:53 - 20 minutesProgress 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 benchma...
Referrals with Certainty
Certainty Advice Podcasts - September 13, 2022 00:51 - 16 minutesReferrals 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 pro...
Kylie Stirling - My journey with Certainty
Certainty Advice Podcasts - September 13, 2022 00:50 - 18 minutesFrom 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 journ...
Managing you "quiet" clients with Certainty
Certainty Advice Podcasts - September 13, 2022 00:48 - 14 minutesAs 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 r...
Quoting with Certainty
Certainty Advice Podcasts - September 13, 2022 00:41 - 15 minutesPoor 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, effectivel...
Selling Client Bases
Certainty Advice Podcasts - April 06, 2022 03:22 - 16 minutesAs 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 b...
Accelerating from associate to senior adviser with Certainty
Certainty Advice Podcasts - March 31, 2022 00:15 - 24 minutesDan 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.
Two Chairs Meetings
Certainty Advice Podcasts - March 23, 2022 18:21 - 16 minutesFor 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...
Screening Prospects with Certainty
Certainty Advice Podcasts - March 14, 2022 23:22 - 16 minutesScreening 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, sp...
Positioning with Keith Abraham
Certainty Advice Podcasts - March 01, 2022 18:37 - 18 minutesAdvisory 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 stra...
Working with Third-Party Specialists
Certainty Advice Podcasts - February 24, 2022 23:34 - 17 minutesCertainty 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 per...
Building Teams with Certainty
Certainty Advice Podcasts - February 17, 2022 22:41 - 16 minutesBeing 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.
Handling Sensitive Conversations
Certainty Advice Podcasts - February 17, 2022 22:38 - 18 minutesMastering 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...
Hopes/Plans for 2022
Certainty Advice Podcasts - January 27, 2022 00:04 - 15 minutesFrom '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...
2022 Breakthroughs
Certainty Advice Podcasts - December 07, 2021 04:14 - 14 minutesBreakthroughs 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.
2022 Planning - 2021 Insights
Certainty Advice Podcasts - December 01, 2021 02:52 - 18 minutesInsights 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, Compl...
2022 Planning - Aligning Team Careers Plans & Business Plans
Certainty Advice Podcasts - November 17, 2021 04:52 - 12 minutesAdvisory 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 in...
Articulating Value - is it about Money, or Advice or Planning?
Certainty Advice Podcasts - November 11, 2021 23:33 - 14 minutesConsistently, 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 ...
Outsourcing with Certainty
Certainty Advice Podcasts - November 11, 2021 23:31 - 15 minutesOutsourcing 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...
Building/Merging Clients Advice Bases
Certainty Advice Podcasts - October 19, 2021 20:38 - 15 minutesWe 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...
Outgrowing Advice Clients
Certainty Advice Podcasts - October 14, 2021 18:59 - 16 minutesA 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 client...
How Your Advice Grid will Power Your Price Committee
Certainty Advice Podcasts - September 30, 2021 00:19 - 15 minutesShifting 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 th...
Selling Once, Twice, Three Times
Certainty Advice Podcasts - September 14, 2021 23:14 - 15 minutesWhy 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...
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