Replay
UncommonCents #52 - Building Relationships with the Right People in the Business
In this session, Dean and Craig discussed the art of building relationships with the right people in business. They share their personal experiences and the strategies that have helped them connect with key influencers and industry leaders. Expect practical tips on networking effectively, maintaining those connections, and leveraging them to propel your career forward. Whether you're a budding entrepreneur or a seasoned professional, this episode is packed with insights that will help you navigate the business world more efficiently.
UncommonCents #50 - Holistic Path to Success: Empowering Business and Well-being
In this episode, Dean and Craig with guest speaker John Purl, uncovered the secrets to living a happy life daily, establishing routines and systems that not only sustain us but propel us forward. We understand the unique challenges faced by financial advisers and business owners, and this session would help guide you through making holistic health an integral part of your success story.
UncommonCents #51 - Transforming Vision into Victory: Mastering Goals with Jason Dunn
Join us on this podcast with hosts Dean and Craig, featuring our inspiring guest speaker, Jason Dunn. Dive deep into the essence of building confidence to achieve your goals, and discover how the teamwork dynamics of sports can be seamlessly integrated into the business world for ultimate success. Learn from Jason's pivotal moment of regret and the transformative steps he took to move forward. This episode is not just about professional growth but also emphasizes the importance of a positive mindset and facing your fears.
UncommonCents #48 - Four F's in Financial Planning Business
In this insightful episode, Dean and guest speaker Adele Martin explore the fundamental principles of financial planning encapsulated by the 4 Fs: Friction, Focus, Future, and Fun. Adele addresses challenges facing advice businesses, offers tips for adviser focus, discusses the future of the industry, and emphasizes the importance of making financial planning enjoyable for both advisers and clients.
UncommonCents #49 - Lessons from Absolute Wealth Advisers Conference in Cebu and Change of Ownership in AFSL.
Join Dean and Craig in this enlightening episode as they share valuable lessons and insights from the Absolute Wealth Advisers Conference in Cebu. They'll take you through the highlights and transformative strategies discussed, as well as the implications of the recent change in ownership within the Australian Financial Services Licence (AFSL). Get an insider's perspective on how these shifts are influencing the finance sector and what it means for you.
UncommonCents #47 - Business Resolutions | Goals 2024
Join Dean and Craig as they dive into a discussion about their bold new ventures for 2024! Discover what groundbreaking activities they're embarking on this year that were just mere ideas last year. It's a session brimming with inspiration and fresh starts!
UncommonCents #46 - Recap & Preview: A Look Back at 2023 and Ahead to 2024
Join Dean and Craig as they delve into the highlights and key takeaways from the 2023 Uncommoncents podcast series! In this engaging video, our dynamic duo revisits the most impactful moments, insightful discussions, and groundbreaking ideas that shaped the financial world last year. But that's not all - they also share their forward-thinking perspectives and exciting predictions for what 2024 holds.
UncommonCents #45 - Communication with Business Owners & Leaders
Join Dean and Craig in this engaging session as they explore the critical role of communication between business owners, leaders, and their teams within the financial planning sector. Discover key strategies for fostering clear, efficient, and impactful interactions that can drive business success and team cohesion.
UncommonCents #44 - Breaking Bad Habits
Transform your life with our latest video, where Dean and Craig share game-changing insights on breaking common habits: reading emails first thing, multitasking, procrastination, and resisting feedback. Get actionable tips from our speakers to overcome these challenges and elevate your personal and professional growth.
UncommonCents #43 - The Debrief
In this insightful video session of "The Debrief," Dean and Craig delve into the four fundamental questions of the After Action Review (AAR) and how they apply to the world of financial planning. They discuss the importance of reflecting on what was intended, what actually occurred, and identifying any gaps, whether positive or negative. They also share practical examples of how these questions can be applied to real-life financial planning scenarios, shedding light on the valuable insights and improvements that can be gained through this structured debriefing process.
UncommonCents #41 - Business Protection and Succession Planning, Advisory, Debt & Death
During this session, Dean, Craig, and Paul Milbourne engaged in a comprehensive discussion, delving into the essential topics of personal protection strategies, business safeguarding, succession planning, advisory services, debt management, and the intricate aspect of planning for unforeseen events such as mortality.
UncommonCents #42 - Insights from Paragem Conference
During this session, Dean and Craig talked about their takeaways from Paragem Conference held in Fiji last 9th - 13th October 2023.
UncommonCents #40 - Advice Practice in UK vs. Australia
Join us for an insightful podcast session as Dean dissects the contrasting landscapes of the United Kingdom and Australia across a spectrum of crucial facets in financial planning industry. Dive deep into the distinctions between these two nations concerning their pension systems, legislative frameworks, professional standards, the influx of young advisors into the industry, cutting-edge technology adoption, and the intriguing world of advice practices and fee structures.
UncommonCents #39 - Clients and Marketing
In this session, Dean discussed about:
▶️sales and marketing in financial planning business
▶️determining personality profile of clients
▶️reaching your ideal clients
▶️what is hyper targeted and hyper personalised
UncommonCents #38 - Business Succession, Valuations, and Equity Plans
In this session, Dean and Craig are joined by Tim Lane who is a partner of Accru Hobart. Together they discussed about:
▶️Business Succession
▶️Business Valuations
▶️Equity plans
If you are in the market to buy, sell or transition your business, this one's for you.
UncommonCents #37 - Business Succession Planning
In this session, Dean and Craig unlock the secrets to successful planned succession in the financial planning realm. They also discussed about proven strategies for building a strong succession framework, nurturing successors, and ensuring a client-centered transition.
UncommonCents #36 - Power of Consistency, Delegation & Focus
In this session, Dean and Craig talked about how to be consistent in doing at least one thing in life or in business for 100 days and not breaking the chain.
They also discussed about the importance of delegation within the business and provided techniques on how to maintain focus or eliminating distractions in your day-to-day activities.
UncommonCents #35 - 6-month In-Review and Reflection
In this session, Dean and Craig talked about their performance, learnings and challenges in running financial planning business for the first half of 2023.
UncommonCents #34 - LinkedIn Marketing and Sales Process
In this session, Dean and Craig Kouimanis, along with Celia Polkinghorne (Bonsai Digital Marketing) discussed the following:
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Building organic marketing strategy
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Right type of content for your target audience
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Vanity metrics
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Automation Tools
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.