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Uncommon Cents is a fortnightly event hosted by Dean Holmes and Craig Kouimanis.

We discuss all business elements of running a successful and profitable financial planning business.

Join us live via LinkedIn or watch replays and access show notes and links below.  

Replay

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.

Related Links:

The Wealth Network

Paragem

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.

Related Links:

The Wealth Network

Paragem

Peoplogica

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.

Related Links:

The Wealth Network

Paragem

Dolfinwise

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.

Related Links:

The Wealth Network

Paragem

UncommonCents #18 - The Statement of Advice should be free!

In this session, Dean and Craig discuss about Quality Advice Review

Related Links:

The Wealth Network

Paragem

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. 

Related Links:

The Wealth Network

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Cam Fink

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.

Related Links:

The Wealth Network

Paragem

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. 

Related Links:

The Wealth Network

Paragem

VA Platinum

UncommonCents #14- Client Handovers

Dean discusses how to handle transition of clients between financial advisers.

Related Links:

The Wealth Network

Paragem

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.

Related Links:

The Wealth Network

Paragem

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.

Related Links:

 

The Wealth Network

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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

Related Links:

 

The Wealth Network

Paragem

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.

Related Links:

 

The Wealth Network

Paragem

UncommonCents #8 -Emyth: Wearing Different Hats as a Business Owner

Related Links:

 

The Wealth Network

Paragem

UncommonCents #7 - Advice April Pt 2

In this session Dean shares the last 3 of the 6 ways, you can refresh your advice practice.

  • Turning the fact find into an experience

  • Turn SOA presentations into enjoyable and efficient meetings

  • Updating review meeting to make it more about the client’s journey

Related Links:

 

The Wealth Network

Paragem

UncommonCents #6 - Advice April Pt 1

In this session Dean shares 3 of the 6 ways, you can refresh your advice practice.

  • Communicating a Proven Process in an initial client meeting

  • Building case studies to help explain how we add value

  • Client Contact calendar to systemise your client communications

Related Links:

 

The Wealth Network

Paragem

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?

Related Links:

 

The Wealth Network

Paragem

Related Links:

 

VA Platinum

UncommonCents #5 - Succession Planning

Are we the plumbers with the leaky taps?

Related Links:

 

The Wealth Network

Paragem

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.  

Related Links:

 

VA Platinum

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.

Helpful Links:

The Wealth Network

Paragem

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.

Helpful Links:

The Wealth Network

Paragem

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  • Inspiration

  • Practical business tips

  • Occasional loose ramblings otherwise known as wisdom

IT'S FREE and usually helpful.

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