UncommonCents is a
fortnightly event
hosted by Dean Holmes
and Craig Kouimanis.
UncommonCents
We discuss all business elements of running a successful and profitable financial planning business.
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.
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