October 2021 – Discovery Skills Workshop

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CERTAINTY ADVICE – ACADEMY ONE

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Thursday

14 October, 2021

11am – 1:30pm (Sydney time)

A VIRTUAL WORKSHOP

$890(+Gst)

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.6.6″ _module_preset=”default” custom_padding=”0px|||||”][et_pb_column type=”4_4″ _builder_version=”4.6.6″ _module_preset=”default”][et_pb_divider color=”#3cb54a” divider_position=”bottom” _builder_version=”4.6.6″ _module_preset=”default” width=”70%” module_alignment=”center” border_width_top=”30px” border_color_top=”rgba(0,0,0,0)” border_width_bottom=”20px” border_color_bottom=”rgba(0,0,0,0)”][/et_pb_divider][/et_pb_column][/et_pb_row][et_pb_row make_equal=”on” custom_padding_last_edited=”off|desktop” _builder_version=”4.6.6″ width=”100%” width_tablet=”” width_phone=”” width_last_edited=”on|desktop” module_alignment=”center” custom_padding=”||||false|false” custom_padding_tablet=”|||0px|false|false”][et_pb_column type=”4_4″ _builder_version=”4.6.6″ _module_preset=”default”][et_pb_blurb image=”https://techops.wisdmlabs.net/wp-content/uploads/2021/01/What-Price-Value-eBook-squared-scaled.jpg” alt=”What Price Value by Jim Stackpool” icon_placement=”left” image_max_width=”300px” content_max_width=”815px” _builder_version=”4.6.6″ _module_preset=”default” body_font=”|||on|||||” body_text_align=”left” body_font_size=”22px” body_line_height=”1.8em” module_alignment=”center” custom_margin=”||||false|false” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|desktop” custom_padding=”|50px|||false|false” custom_padding_tablet=”” custom_padding_phone=”” custom_padding_last_edited=”on|desktop”]

All participants to October 14 Discovery Skills Workshop who have registered and paid prior 8 October will receive a free copy of Jim Stackpool’s new book What Price Value when released in November 2021.

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WORKSHOP AGENDA & DISCUSSIONS

Workshop led by Jim Stackpool (please note – agenda subject to change)

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Objectives, pressing issues, introductions, existing concepts of ‘ideal’ & comprehensive client models, confirm workshop agenda, break-out rooms, learning styles, privacy, and follow-up.

[/et_pb_accordion_item][et_pb_accordion_item title=”POSITIONING DISCOVERY” open_toggle_text_color=”#ffffff” _builder_version=”4.6.6″ _module_preset=”default” body_text_color=”#ffffff” body_font_size=”22px” body_line_height=”1.6em” background_color=”#6d6e71″ background_enable_color=”on” toggle_text_color=”#ffffff” toggle_level=”h5″ toggle_font_size=”20px” closed_toggle_font_size=”20px” open=”off”]

Positioning the valued client’s discovery versus product-based compliance fact-find – role-playing positioning – managing product expectations and pursuit of client interests – the role of life choice and product choice discoveries.

[/et_pb_accordion_item][et_pb_accordion_item title=”METHODICAL, SPECIFIC & CONSISTENT DISCOVERY CONVERSATIONS” closed_toggle_text_color=”#ffffff” _builder_version=”4.6.6″ _module_preset=”default” body_text_color=”#ffffff” body_font_size=”22px” body_line_height=”1.6em” background_color=”#3cb54a” background_enable_color=”on” toggle_text_color=”#ffffff” toggle_level=”h5″ toggle_font_size=”20px” closed_toggle_font=”|700|||||||” closed_toggle_font_size=”20px” open=”off”]

Discovery conversations are not sales conversation – Designed for all client service roles – Positioning Discovery conversations v Sales & Technical conversations – De-constructing and Role-Playing elements of Discovery Conversations – Roleplaying the Discovery elements: Fundamentals, Aspirations, Transitions, Signatures, Complexities, Significances.

[/et_pb_accordion_item][et_pb_accordion_item title=”THE VALUE IS IN THE DETAIL” _builder_version=”4.6.6″ _module_preset=”default” body_text_color=”#ffffff” body_font_size=”22px” body_line_height=”1.6em” background_color=”#6d6e71″ background_enable_color=”on” toggle_text_color=”#ffffff” toggle_font_size=”20px” closed_toggle_font_size=”20px” open=”off”]

Skilling in comprehensive discovery frameworks to identify specific client value – Case studies to identify and address the overt and covert complexities hindering client value – Handling clients objections – Productively challenging clients – Avoiding the pitfalls of goals-based conversations for new and existing clients.

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A series of short case studies using introduced frameworks to apply workshop learnings in groups – performed in small groups each case study will focus on key learning skills of Discovery positioning, listening, probing, and role of each introduced Discovery tool – the Fundamentals, the Aspirations, the Transitions, the Signatures, the Complexities, the Significances and the online/offline frameworks that house the tools.

[/et_pb_accordion_item][et_pb_accordion_item title=”Q & A” closed_toggle_text_color=”#ffffff” _builder_version=”4.6.6″ _module_preset=”default” body_text_color=”#ffffff” body_font_size=”22px” body_line_height=”1.6em” background_color=”#3cb54a” background_enable_color=”on” toggle_text_color=”#ffffff” toggle_font_size=”20px” closed_toggle_font=”|700|||||||” closed_toggle_font_size=”20px” open=”off”]

Implementation questions and answers to handling common questions from advisory teams and clients regarding the positioning, the conduct, the pricing, the approach, the meeting management and the differences between new and existing clients.

[/et_pb_accordion_item][/et_pb_accordion][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.6.6″ _module_preset=”default”][et_pb_testimonial author=”Rob O’Donnell” job_title=”Director” company_name=”Stratogen Accountants & Advisers NOOSAVILLE” quote_icon_color=”#ffffff” quote_icon_background_color=”#3cb54a” _builder_version=”4.6.6″ _module_preset=”default” position_font_size=”14px” company_font_size=”14px” background_color=”#6d6e71″ background_layout=”dark” custom_margin=”||||false|true” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|desktop”]

Jim has a clinical focus on helping advisers uncover what REALLY adds value for clients and doing it in a methodical manner

[/et_pb_testimonial][et_pb_testimonial quote_icon_color=”rgba(0,0,0,0)” quote_icon_background_color=”rgba(0,0,0,0)” _builder_version=”4.6.6″ _module_preset=”default” body_text_align=”left” body_font_size=”17px” position_font_size=”14px” company_font_size=”14px” background_color=”#6d6e71″ background_layout=”dark” custom_margin=”||||false|true” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|desktop”]

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TOOLS You’ll NEED…

The following will assist your experience when joining live…

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As with any conference, being able to hear the speakers is vitally important to getting the best value possible. While there are always technical issues (hopefully small) when participating in online sessions, your own – ideally separate – headset will make all the difference. Smartphone headphones are ideal.

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We hearing you is as important as you hearing us. While there are always video & audio issues, your own – ideally separate (non-computer) – mic always helps. Smartphone mic is ideal.

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Remote events are most effecitve when you can see the community as though you’re in a room together. One screen for your workspaces (we’re using MIRO & GoToWebinar) and another for faces. (Not mandatory of course).

[/et_pb_blurb][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” _builder_version=”4.6.6″ _module_preset=”default” disabled=”on” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on” da_disable_devices=”off|off|off”][et_pb_row column_structure=”1_2,1_2″ custom_padding_last_edited=”on|desktop” disabled_on=”off|off|off” _builder_version=”4.6.6″ _module_preset=”default” max_width=”1315px” min_height=”1115px” custom_padding=”64px|32px|60px|47px|false|false” custom_padding_tablet=”” custom_padding_phone=”” border_width_left=”5px” border_color_left=”#3cb54a” box_shadow_style=”preset1″ box_shadow_color=”rgba(194,194,194,0.5)”][et_pb_column type=”1_2″ _builder_version=”4.6.6″ _module_preset=”default”][et_pb_text content_tablet=”

18 March 2021

Certainty Advice

‘Price & Proposition’

Workshop

Registration

” content_phone=”

18 March 2021

Certainty Advice

‘Price &

Proposition’

Workshop

Registration

” content_last_edited=”on|phone” _builder_version=”4.6.6″ text_font=”|700||on|||||” text_text_color=”#6d6e71″ text_font_size=”38px” text_letter_spacing=”1px” text_line_height=”0.6em” header_font=”||||||||” header_text_align=”center” header_3_font=”||||||||” header_3_text_align=”center” header_3_font_size=”32px” header_3_line_height=”1.3em” text_orientation=”right” custom_padding=”|25px|20px|25px||true” custom_padding_tablet=”” custom_padding_phone=”||0px|12px” custom_padding_last_edited=”on|desktop” text_font_size_last_edited=”off|phone” text_line_height_tablet=”” text_line_height_phone=”0.9em” text_line_height_last_edited=”on|desktop” header_3_font_size_tablet=”” header_3_font_size_phone=”20px” header_3_font_size_last_edited=”on|phone”]

20 May 2021

Workshop

Registration

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Please complete the following information to register for our May 20th Pricing Workshop.

PLEASE NOTE:

THIS EVENT IS ONLY HELD VIRTUALLY – THERE ARE NO RECORDINGS AVAILABLE

Thank you for your registration – we will be in contact to process your payment

[/et_pb_text][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.6.6″ _module_preset=”default”][et_pb_text _builder_version=”4.6.6″ text_font=”|700||on|||||” text_text_color=”#6d6e71″ text_font_size=”18px” text_line_height=”1em” text_orientation=”center” text_font_size_tablet=”20px” text_font_size_phone=”18px” text_font_size_last_edited=”on|phone” text_line_height_tablet=”” text_line_height_phone=”1.2em” text_line_height_last_edited=”on|tablet”]FREQUENTLY ASKED REGISTRATION QUESTIONS
[/et_pb_text][et_pb_accordion _builder_version=”4.6.6″ toggle_line_height=”1.2em” toggle_font_size_tablet=”17px” toggle_font_size_phone=”18px” toggle_font_size_last_edited=”on|phone” body_font_size_tablet=”15.5px” body_font_size_phone=”” body_font_size_last_edited=”on|phone”][et_pb_accordion_item title=”What level of participation is expected at the workshop?” open=”on” _builder_version=”4.6.6″]

These workshops are designed to be intensive and participative. The learning and value comes from active participation in session discussions. There is a privacy expectation that specific and sensitive discussions during sessions will not be identifable beyond these sessions. There is also an expectation that participants will stay for the full workshop, participate in workshop and allocated break-out groups.

[/et_pb_accordion_item][et_pb_accordion_item title=”How many firms are expected for each Workshop?” _builder_version=”4.6.6″ _module_preset=”default” open=”off”]

To maximise benefits for all participants these Workshop will be limited to approximately 6-8 firms. This will best ensure all firms can leave the Workshop with their specific circumstances addressed.

[/et_pb_accordion_item][et_pb_accordion_item title=”Can I attend only part of this Workshop? ” _builder_version=”4.6.6″ open=”off”]

That is not our preference or design of this Workshop. The Workshop is designed to attend and participate in one sitting. Any questions or issues with this, please use the query box below.

[/et_pb_accordion_item][et_pb_accordion_item title=”Who can attend these Workshops? How many from my firm can attend?” _builder_version=”4.6.6″ _module_preset=”default” open=”off”]

These Workshops are designed for team members involved with price-setting and business strategy. No more than two attendees are expected per firm. This workshop is not designed to be attended by a team of more than two people. Sole attendees will be partnered with other attendees for break-out sessions and those with two attendees from one firm will be paired together for break-out sessions. For those with larger groups of team members, use the query box to reach out to us and we can determine how best to assist your circumstances.

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Please register with your details and state in the question box your preferred timings for another workshop.

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Considering COVID, we have no plans to run a face-to-face live workshop until 2022. If you wish to wait for a possible live version of this workshop, please register using this page and indicate when and where you wish to attend.

[/et_pb_accordion_item][et_pb_accordion_item title=”What is the preparation required for this workshop? ” _builder_version=”4.6.6″ _module_preset=”default” open=”off”]

Providing registrations are made in time (at least 72 hours prior), we will contact you for a fifteen minute call to understand your objectives, your pricing approach, your clients, your team members and your propositions.

[/et_pb_accordion_item][et_pb_accordion_item title=”I’ve got a question that isn’t listed…” _builder_version=”4.6.6″ open=”off”]Use the rego form to let us know – or just ring us +61 (0)2 8966 9135.
[/et_pb_accordion_item][/et_pb_accordion][et_pb_image src=”https://techops.wisdmlabs.net/wp-content/uploads/2019/07/CAG_Logo_sm_v3.png” title_text=”CAG_Logo_sm_v3″ align=”center” _builder_version=”4.6.6″ _module_preset=”default” max_width=”500px” max_width_tablet=”” max_width_phone=”” max_width_last_edited=”on|desktop” custom_margin=”60px||||false|false” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|desktop”][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” admin_label=”About” _builder_version=”4.6.6″ custom_margin=”||0vw||false|false” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|desktop” custom_padding=”||||false|false” custom_padding_tablet=”|31px||31px|false|true” custom_padding_phone=”” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on” da_disable_devices=”off|off|off”][et_pb_row custom_padding_last_edited=”off|desktop” disabled_on=”off|off|off” _builder_version=”4.6.6″ width=”100%” height_last_edited=”off|tablet” custom_margin=”||||false|false” custom_margin_tablet=”||||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”||0px||false|false” custom_padding_tablet=”|||0px|false|false” custom_padding_phone=”||0px|0px|false|false” border_width_right=”400px” border_color_right=”rgba(0,0,0,0)” border_radii_tablet=”” border_radii_phone=”” border_radii_last_edited=”on|desktop” border_width_right_tablet=”0px” border_width_right_phone=”” border_width_right_last_edited=”on|desktop”][et_pb_column type=”4_4″ _builder_version=”3.26.3″][et_pb_text quote_border_color=”#3cb54a” _builder_version=”4.6.6″ text_font=”|300|||||||” text_font_size=”45px” text_letter_spacing=”1px” text_line_height=”1.6em” header_font=”||||||||” header_2_font=”Abril Fatface||||||||” header_2_font_size=”56px” header_2_line_height=”1.1em” max_width=”800px” header_2_font_size_tablet=”36px” header_2_font_size_phone=”24px” header_2_font_size_last_edited=”on|phone” locked=”off”]

Our Objective: Valuable advice for 80% of Australians…

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_2,1_2″ custom_padding_last_edited=”off|desktop” _builder_version=”4.6.6″ width=”100%” width_last_edited=”off|desktop” custom_padding=”||||false|false” custom_padding_tablet=”|||0px|false|false” custom_padding_phone=”|||0px|false|false”][et_pb_column type=”1_2″ _builder_version=”3.26.3″][et_pb_text _builder_version=”4.6.6″ text_font=”||||||||” text_font_size=”20px” text_line_height=”2em” header_font=”||||||||” max_width=”800px” text_font_size_tablet=”” text_font_size_phone=”16px” text_font_size_last_edited=”on|desktop” text_line_height_tablet=”” text_line_height_phone=”1.6em” text_line_height_last_edited=”on|desktop” locked=”off”]

We specialise in building advisory firms of the future. We do this by leveraging the insights, learnings, tools and experiences of firms who share a similar objective – delivering comprehensive financial advice purely priced upon the best interests of clients without any real or perceived conflict – we refer to it as the Certainty Advice approach.

[/et_pb_text][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.26.3″][et_pb_text _builder_version=”4.6.6″ text_font=”||||||||” text_font_size=”20px” text_line_height=”2em” max_width=”800px” custom_margin_tablet=”-40px||||false|false” custom_margin_phone=”-14px||||false|false” custom_margin_last_edited=”off|desktop” custom_padding=”||||false|false” custom_padding_phone=”0px||||false|false” custom_padding_last_edited=”off|desktop” text_font_size_tablet=”” text_font_size_phone=”16px” text_font_size_last_edited=”on|desktop” text_line_height_tablet=”” text_line_height_phone=”1.6em” text_line_height_last_edited=”on|desktop” locked=”off”]

Our workshops are intensive, workshop-style events, rather than lecture to maximise participation and return on commitment and investments made for attendance. Since our first adviser workshop in 1989 we have trained, grown, and consulted advisory firms who prosper and grow by the delivery of valuable advice where fees are determined on the worth and value of the advice rather than the amount of product or hours provided. Certainty Advice is a proven new advice platform based upon valuable advice, not products.

[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.6.6″ _module_preset=”default” custom_margin=”2vw||3vw||false|false” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|desktop” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on” da_disable_devices=”off|off|off”][et_pb_row column_structure=”1_2,1_2″ custom_padding_last_edited=”on|desktop” _builder_version=”4.6.6″ _module_preset=”default” max_width=”1400px” min_height=”1115px” custom_padding=”64px|32px|60px|47px|false|false” custom_padding_tablet=”” custom_padding_phone=”” border_width_left=”5px” border_color_left=”#3cb54a” box_shadow_style=”preset1″ box_shadow_color=”rgba(194,194,194,0.5)”][et_pb_column type=”1_2″ _builder_version=”4.6.6″ _module_preset=”default”][et_pb_text content_tablet=”

17th June 2021

Discovery Skilling

Workshop

Registration

” content_phone=”

17th June 2021

Discovery Skilling

Workshop

Registration

” content_last_edited=”on|phone” _builder_version=”4.6.6″ text_font=”|700||on|||||” text_text_color=”#6d6e71″ text_font_size=”30px” text_letter_spacing=”1px” text_line_height=”1em” header_font=”||||||||” header_text_align=”center” header_3_font=”||||||||” header_3_text_align=”center” header_3_font_size=”32px” header_3_line_height=”1.3em” text_orientation=”center” custom_padding=”|25px|20px|25px||true” custom_padding_tablet=”” custom_padding_phone=”||0px|12px” custom_padding_last_edited=”on|desktop” text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|tablet” text_line_height_tablet=”” text_line_height_phone=”0.9em” text_line_height_last_edited=”on|tablet” header_3_font_size_tablet=”” header_3_font_size_phone=”20px” header_3_font_size_last_edited=”on|phone”]

14 October 2021

Discovery Skills Workshop

Registration

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Please fill out the form below to register your interest in our October 14th Discovery Skills Workshop.

[/et_pb_text][et_pb_text content_tablet=”

Please Note:

This event is only held virtually.

There are no recordings available for non-participating firms.

” content_phone=”” content_last_edited=”on|phone” _builder_version=”4.6.6″ text_font=”|600||on|||||” text_text_color=”#6d6e71″ text_font_size=”19px” text_line_height=”1.2em” quote_font=”|300|||||||” quote_text_color=”#ffffff” header_3_text_align=”center” header_3_text_color=”#6d6e71″ header_3_font_size=”21px” header_3_line_height=”0.8em” text_orientation=”center” custom_margin=”45px||||false|false” text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|phone” header_3_line_height_tablet=”” header_3_line_height_phone=”1.4em” header_3_line_height_last_edited=”on|phone”]

Please Note:

This event is only held virtually.

There are no recordings available for non-participating Firms.

[/et_pb_text][et_pb_contact_form use_spam_service=”on” recaptcha_list=”API Key Set by Martin|API Key Set by Martin-0″ email=”admin@certaintyadvicegroup.com” custom_message=”This is a %22registered interest%22 for our October 14th Academy One event (CA54)…||et_pb_line_break_holder||||et_pb_line_break_holder||From: %%first_name%% %%last_name%%||et_pb_line_break_holder||||et_pb_line_break_holder||Firm: %%firm%%||et_pb_line_break_holder||Email: %%email%%||et_pb_line_break_holder||Mobile Number: %%mobile_number%%||et_pb_line_break_holder||||et_pb_line_break_holder||Message:||et_pb_line_break_holder||%%message%%” use_redirect=”on” redirect_url=”https://techops.wisdmlabs.net/discovery-skills-workshop/success-register-interest-discovery-skills/” success_message=”Thanks! Your message has been successfully sent. A member of our team will be in touch shortly.” submit_button_text=”Send Message” admin_label=”ContactForm_CA54″ module_id=”et_pb_contact_form_0″ _builder_version=”4.6.6″ form_field_background_color=”#ffffff” form_field_focus_background_color=”#ffffff” captcha_text_color=”#ffffff” form_field_font=”||||||||” form_field_font_size=”16px” form_field_line_height=”1.8em” custom_button=”on” button_bg_color=”#3cb54a” button_border_width=”1px” button_border_color=”#3cb54a” button_icon=”%%20%%” button_icon_color=”#3cb54a” button_custom_margin=”15px||||false|false” button_custom_padding=”8px|20px|8px|20px|true|true” custom_margin=”||||false|false” custom_margin_tablet=”|||0vw” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” button_border_width_last_edited=”off|desktop” border_radii=”on|5px|5px|5px|5px” border_color_all=”#d6d6d6″ box_shadow_style=”preset2″ box_shadow_blur=”30px” box_shadow_spread=”-8px” form_background_color=”#ffffff” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#3cb54a” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”#ffffff” button_bg_enable_color__hover=”on” button_border_width__hover_enabled=”off|desktop” button_border_width__hover=”1px” button_border_color__hover_enabled=”off|desktop” button_border_color__hover=”#3cb54a” captcha_text_color__hover_enabled=”off|hover”][et_pb_contact_field field_id=”firm” field_title=”Firm Name” fullwidth_field=”on” _builder_version=”4.6.6″ _module_preset=”default”][/et_pb_contact_field][et_pb_contact_field field_id=”first_name” field_title=”Your First Name” _builder_version=”4.6.6″ button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_contact_field][et_pb_contact_field field_id=”last_name” field_title=”Your Last Name” _builder_version=”4.6.6″ _module_preset=”default” module_alignment=”right”][/et_pb_contact_field][et_pb_contact_field field_id=”email” field_title=”Your Email Address” field_type=”email” fullwidth_field=”on” _builder_version=”4.6.6″ button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_contact_field][et_pb_contact_field field_id=”mobile_number” field_title=”Mobile Number (for SMS notifications regarding this event)” max_length=”20″ required_mark=”off” fullwidth_field=”on” _builder_version=”4.6.6″ _module_preset=”default”][/et_pb_contact_field][et_pb_contact_field field_id=”message” field_title=”Any questions? Register Others? (if registering others please include their full name, email address and mobile number – thanks)” field_type=”text” fullwidth_field=”on” _builder_version=”4.6.6″ button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][/et_pb_contact_field][/et_pb_contact_form][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.6.6″ _module_preset=”default”][et_pb_text _builder_version=”4.6.6″ text_font=”|700||on|||||” text_text_color=”#6d6e71″ text_font_size=”20px” text_line_height=”1em” text_orientation=”center” text_font_size_tablet=”20px” text_font_size_phone=”18px” text_font_size_last_edited=”on|phone” text_line_height_tablet=”” text_line_height_phone=”1.2em” text_line_height_last_edited=”on|tablet”]FREQUENTLY ASKED REGISTRATION QUESTIONS
[/et_pb_text][et_pb_accordion _builder_version=”4.6.6″ toggle_line_height=”1.2em” toggle_font_size_tablet=”17px” toggle_font_size_phone=”18px” toggle_font_size_last_edited=”on|phone” body_font_size_tablet=”15.5px” body_font_size_phone=”” body_font_size_last_edited=”on|phone”][et_pb_accordion_item title=”What level of participation is expected at the workshop?” open=”on” _builder_version=”4.6.6″]

These workshops are designed to be intensive and participative. The learning and value comes from active participation in session discussions. There is a privacy expectation that specific and sensitive discussions during sessions will not be identifable beyond these sessions. There is also an expectation that participants will stay for the full workshop (please let us know prior if this isn’t possible for you), participate in workshop and allocated break-out groups.

[/et_pb_accordion_item][et_pb_accordion_item title=”How many firms are expected for each Workshop?” _builder_version=”4.6.6″ _module_preset=”default” open=”off”]

[/et_pb_accordion_item][et_pb_accordion_item title=”Can I attend only part of this Workshop? ” _builder_version=”4.6.6″ open=”off”]

That is not our preference or design of this Workshop. The Workshop is designed to attend and participate in one sitting. Any questions or issues with this, please use the query box below.

[/et_pb_accordion_item][et_pb_accordion_item title=”Who can attend these Workshops? How many from my firm can attend?” _builder_version=”4.6.6″ _module_preset=”default” open=”off”]

These Workshops are designed for team members working with clients – advisers, client support team, paraplanners, associate advisers, managers. This workshop is not designed to be attended by a team of more than two people. Sole attendees will be partnered with other attendees for break-out sessions and those with two attendees from one firm will be paired together for break-out sessions. For those with larger groups of team members, use the query box to reach out to us and we can determine how best to assist your circumstances.

Please register with your details and state in the question box your preferred timings for another workshop.

[/et_pb_accordion_item][et_pb_accordion_item title=”What is the preparation required for this workshop? ” _builder_version=”4.6.6″ _module_preset=”default” open=”off”]

[/et_pb_accordion_item][et_pb_accordion_item title=”I’ve got a question that isn’t listed…” _builder_version=”4.6.6″ open=”off”]Use the rego form to let us know – or just ring us +61 (0)2 8966 9135.
[/et_pb_accordion_item][/et_pb_accordion][et_pb_image src=”https://techops.wisdmlabs.net/wp-content/uploads/2019/07/CAG_Logo_sm_v3.png” title_text=”CAG_Logo_sm_v3″ align=”center” _builder_version=”4.6.6″ _module_preset=”default” max_width=”500px” max_width_tablet=”” max_width_phone=”” max_width_last_edited=”on|desktop” custom_margin=”60px||||false|false” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|desktop”][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Contact” module_class=”podcast3″ _builder_version=”3.22″ background_color=”#1a1844″ use_background_color_gradient=”on” background_color_gradient_start=”#3cb54a” background_color_gradient_end=”#3cb54a” background_color_gradient_type=”radial” background_color_gradient_direction_radial=”left” background_color_gradient_end_position=”36%” background_image=” https://techops.wisdmlabs.net/wp-content/uploads/2019/01/podcast-03.png” parallax=”on” custom_padding=”0||0||false|false” background_size__hover=”cover” background_size__hover_enabled=”cover” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on” da_disable_devices=”off|off|off”][et_pb_row _builder_version=”3.25″][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.1″ text_font=”||||||||” header_font=”||||||||” header_2_font=”Lato|700|||||||” header_2_font_size=”50px” header_2_line_height=”1.4em” text_orientation=”center” background_layout=”dark” header_2_font_size_tablet=”40px” header_2_font_size_phone=”30px” header_2_font_size_last_edited=”on|phone” locked=”off”]

Meet The Convenor

[/et_pb_text][et_pb_divider color=”#ffffff” divider_weight=”3px” _builder_version=”3.21.1″ max_width=”50%” module_alignment=”center”][/et_pb_divider][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_4,3_4″ _builder_version=”4.6.6″ max_width=”1342px” module_alignment_last_edited=”off|tablet” use_custom_width=”on” custom_width_px=”1342px”][et_pb_column type=”1_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_team_member name=”Jim Stackpool” position=”Founder – Certainty Advice Group” image_url=”https://techops.wisdmlabs.net/wp-content/uploads/2019/08/SeekingCertLaunch04-JJSOnly02.jpg” facebook_url=”https://www.facebook.com/certaintyadvicegroup/” twitter_url=”https://twitter.com/jstackpool” linkedin_url=”https://www.linkedin.com/in/jimstackpool/” icon_color=”#ffffff” _builder_version=”4.6.6″ header_font=”|700|||||||” header_text_color=”#ffffff” header_font_size=”18px” header_line_height=”1.8em” body_font=”||||||||” body_text_color=”#ffffff” position_text_color=”#ffffff” text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”240px” max_width_last_edited=”on|phone” module_alignment=”center” custom_margin_tablet=”||||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”||||false|false” custom_padding_tablet=”|140px||140px|false|true” custom_padding_phone=”|0px||0px|false|false” custom_padding_last_edited=”on|tablet” header_font_size_tablet=”16px” header_font_size_phone=”” header_font_size_last_edited=”on|tablet” border_radii_image=”on|19px|19px|19px|19px” locked=”off” header_font_size__hover=”22px” header_font_size__hover_enabled=”22px” header_letter_spacing__hover=”0px” header_letter_spacing__hover_enabled=”0px” header_line_height__hover=”1em” header_line_height__hover_enabled=”1em” header_text_shadow_style__hover=”none” header_text_shadow_style__hover_enabled=”none” header_text_shadow_color__hover=”rgba(0,0,0,0.4)” header_text_shadow_color__hover_enabled=”rgba(0,0,0,0.4)”][/et_pb_team_member][/et_pb_column][et_pb_column type=”3_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ text_font=”||||||||” text_text_color=”#ffffff” text_font_size=”23px” text_line_height=”2em” link_font=”||||||||” link_text_color=”#fe4943″ background_layout=”dark”]

For nearly 30 years Jim has influenced, coached, and consulted to advisory firms across Australia. As founder of Certainty Advice Group, he leads a like-minded team of professional advisory firms seeking to create greater certainty for their clients. As an author, blogger, columnist, and keynote speaker, Jim is regularly called upon for his professional insights into the advice industry.

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Get In Touch

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We welcome your feedback, your questions, your suggestions, your recommendations & opinions regarding our October 14th Event…

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