Replay
UncommonCents #33 - Use of Technology in Financial Planning Business
In this session, Dean and Craig Kouimanis, along with Craig Apps from Hub 24 discussed the following topics:
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people and technology
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choosing a technology provider that protects your business and your clients' data
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using mobile apps more securely
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importance of security authentication and automation.
UncommonCents #32 - Company Values
In this session, Dean and Craig talked about the importance of company values and bringing this across to staff members and clients.
UncommonCents #31 - Client Portal
In this session, Dean is joined by Peter Worn - Joint Managing Director of Finura Group and talked about the importance of using an online portal for financial planning business. They also discussed how online portals can help streamline workflow, improve communication with clients, and enhance the overall client experience.
UncommonCents #30 - Licensee Landscape
During the session, Dean and Craig explored several issues and challenges that arise when transitioning to a new licensee for financial planning firms. They also provided a set of guiding questions to help in making the decision to switch. In addition, they discussed the fee model or pricing associated with joining a licensee and highlighted the various roles that a licensee can play in supporting your financial planning business.
UncommonCents #29 - Accountability
In this session, Dean and Craig talks about holding people accountable over time. This becomes a challenge, especially if you move into the "Friend Zone".
UncommonCents #28 - Client Buying Journey
In this session, Dean and Craig discussed about the importance of a client's buying journey in financial planning. They also shared their thoughts on "being your own client", understanding the process, keeping good client data and being accessible and responsive of the team in the business.
UncommonCents #27 - Random Rants
In this session, Dean and Craig shared their thoughts or "rants" on superannuation changes, mortgage and interest rates, outbound communication and some random people behaviour at the airport.
UncommonCents #26 - Business Cadence
In this session, Dean and Craig talked about cadence in advice business.
UncommonCents #25 - Business Quarterly Review and Planning
In this session, Dean talked about the importance of having quarterly review and planning, accountability and removing distractions to accomplish business goals.
UncommonCents #24 - Reflection of Key Things in 2022
In this session, Dean and Craig talk about some principles in business operations that were discussed in previous live web events that are highlights to success in 2022.
UncommonCents #23 - Hiring Employees in the Business
In this video, Mark talks about recruiting the top-performing employees into the right job position. He also shares the importance of having personality assessments for all staff members to better manage people.
UncommonCents #22 - Employing Finance Graduates in Financial Planning Business
In this session, Jason tells us his experience on attracting finance graduates into his financial planning firm, retaining them in the company and building career path for them.
UncommonCents #21 - Creating a team of professional staff in your financial advice business
In this session, Raymond Pecotic, discuss about different roles among key professionals within the financial planning business, building career path and recognition among team members, and retention strategy.
UncommonCents #20 - Cyber Security and Privacy
In this session, Dean and Craig, together with guest speaker Fraser Jack, discuss the importance of cyber security within the financial planning business and ensuring client's data are kept secure and private.
UncommonCents #19 - Common Practice of Large and Small Business
In this session, Dean and Craig discuss about what we can learn from a large corporate business in terms of best practices contrasting it to a small business.
UncommonCents #18 - The Statement of Advice should be free!
In this session, Dean and Craig discuss about Quality Advice Review
UncommonCents #17 - Telling your story through video
In this session, Dean and Craig discuss with our guest speaker, Cameron Fink, his journey and how he helps people tell their stories on video. Cameron has helped Dean and Craig become more comfortable, engaged, and relaxed while telling their stories on camera.
UncommonCents #16 - How we learn from other Professionals
In this session, Dean and Craig discuss how we can learn from 8 other professionals and apply them to your advice business.
UncommonCents #15 - Tips and Traps of working with a remote team
In this session, Dean, Craig, and our guest speaker, Brian Jones discuss expanding remote teams the right way.
UncommonCents #14- Client Handovers
Dean discusses how to handle transition of clients between financial advisers.
UncommonCents #13-2022 Reflection and 2023 Planning.
Dean and Craig discuss the importance of reviewing your 2022 performance and how to setup 2023 to be a successful year.
UncommonCents #12-Adviser speak to client speak
Meet our very first guest, Lisa Greensill. Lisa helps advisers turn adviser speak to clients speak through website words and marketing content.
UncommonCents #11-Self Licensing or get an AFSL company
In this session Dean and Craig talks about the difference of being self licensed and picking a licensee company.
UncommonCents #10 - How to have difficult conversations.
In this session Craig shares his 5 tips on how to have difficult conversations.
1. Simplify the language
2. Honesty is the best policy
3. Listen
4. Stop Waffling
5. Excercise your body and mind
UncommonCents #9 - May Madness: Working through Ideas with the Speed of Execution
In this session Dean shares how we can reduce friction in the client journey and how we can improve the front and back office experiences within our practices.
UncommonCents #8 -Emyth: Wearing Different Hats as a Business Owner
UncommonCents #7 - Advice April Pt 2
In this session Dean shares the last 3 of the 6 ways, you can refresh your advice practice.
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Turning the fact find into an experience
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Turn SOA presentations into enjoyable and efficient meetings
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Updating review meeting to make it more about the client’s journey
UncommonCents #6 - Advice April Pt 1
In this session Dean shares 3 of the 6 ways, you can refresh your advice practice.
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Communicating a Proven Process in an initial client meeting
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Building case studies to help explain how we add value
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Client Contact calendar to systemise your client communications
UncommonCents #4 - Building Teams
In this session Dean and Craig discuss building teams; how to find them, how to keep them, and how to reward them.
Often it's not just about the money, so how do we build high a performing team?
UncommonCents #5 - Succession Planning
Are we the plumbers with the leaky taps?
UncommonCents #3 - Outsourcing vs Team
This week we discuss Outsourcing. The process of successfully outsourcing business roles and how it is better to build a relationship with your teams over time.
UncommonCents #2 - Advice to Coaching
Dean shares why and how he has moved into the coaching of Financial Advisers and how he has built successful businesses over the past 5 years.
UncommonCents #1 - Licensee vs Service Company
The launch event, get to know Craig and Dean and learn about the motivation to start UncommonCents and why they are both passionate about advice.
I'll email you with something new twice a week.
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Inspiration
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Practical business tips
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Occasional loose ramblings otherwise known as wisdom
IT'S FREE and usually helpful.