May 14 Certainty Adviser Conference: February Early Bird ends this weekend - There isn’t another advice conference like this one this year…
Certainty Adviser Conference - 14 May 2020

May 14 Certainty Adviser Conference: February Early Bird ends this weekend - There isn’t another advice conference like this one this year…

The May 14 Certainty Adviser Conference is different from any other conference for advisory firms.

Why?

Because you’ll be hearing from many advisory firms throughout the day in short presentations focusing on how they deliver value in the post - Code of Ethics era.

You will hear…

  • How they deliver valuable propositions unique for every advice client;
  • How they price their annual client relationships on value rather than products or hours worked;
  • How they shift their client’s paradigms from product-based financial advice to client value-based;
  • How they price retainers to fund their firm’s growth;
  • How they train and build their advisory team’s mindsets, roles and focus to serve each client’s value and best interest; and
  • How they re-engage clients on client value each year without dependency on the previous year’s value or services.

So…

Don’t miss the Certainty Adviser May 14 Conference – register hereour February Early Bird finishes this coming weekend.

We are not a dealer group.

We are not an association.

We are not a buying group.

We are bound by Australia’s first and only Certified Standard of Professional AdviceCertainty Advice – issued by ACCC & IP Australia.

Our sole objective is to provide the tips, the confidence, the insights and experience for every attendee’s next steps on their own unique path towards Australia’s emerging advice marketplace.

These are the best of times to be building the future advice brands Australians desperately need.

If you wish to serve your clients' best interests to deliver the value they seek no matter your size or experience, don’t miss the Certainty Adviser Conference on May 14 in Sydney.

Any questions – reach out via [email protected].

I look forward to seeing you there. 

Annette Pulbrook

Helping you take control of your financial life FinBiz Advisers

5 年

Looking forward to sharing our philosophy and sharing our experiences as Certainty Advisers.

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