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

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

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.

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.

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.

In this session, Dean and Craig talked about their performance, learnings and challenges in running financial planning business for the first half of 2023.

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

• Vanity metrics

• Automation Tools

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.

In this session, Dean and Craig talked about the importance of company values and bringing this across to staff members and clients.

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.

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.

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".

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.

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.

In this session, Dean and Craig talked about cadence in advice business. 

In this session, Dean talked about the importance of having quarterly review and planning, accountability and removing distractions to accomplish business goals.

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.

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.

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.

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.

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.