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 #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:
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 #34 - LinkedIn Marketing and Sales Process
In this session, Dean and Craig Kouimanis, along with Celia Polkinghorne (Bonsai Digital Marketing) discussed the following:
Building organic marketing strategy
Right type of content for your target audience
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:
people and technology
choosing a technology provider that protects your business and your clients' data
using mobile apps more securely
importance of security authentication and automation.
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 #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 #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 #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 #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
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
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.