Certainty Advice is a proven step-by-step approach that accelerates the delivery of value clients love. Our vision is to provide valuable financial advice to the majority of Australians by accelerating the comprehensive advice skills of advisory teams.
OUR APPROACH
Enduring progress comes from skills not knowledge. We will show you the path, support you with the tools, give you the feedback as you implement skills, build plans and create the most valuable firm possible.
OUR ADVISERS
Navigating new paths is easier with the support from a community on similar journeys. When you encounter inevitable roadblocks, the Certainty Community, advisory teams that think like you, are right there to give you the valuable insights, tips and support you’re seeking to make every step count.
OUR CURRICULUM
A constantly growing compilation of priced client engagement precedents, instructional clips, step-by-step workflows, self-paced learning webinars, client meeting tools, recommended suppliers, business planning templates, and performance benchmarks, all curated onto your personal skilling ‘hub’.
WHY CLIENTS VALUE CERTAINTY ADVICE
WHY CLIENTS VALUE CERTAINTY ADVICE
WHY THIRD PARTY ALLIANCES VALUE CERTAINTY ADVICE
There is too much misunderstanding about what clients pay for. The value of Reine‘s flat fee is clear regardless of the type of advice he provides.
It’s about taking a client as you find them, not trying to push a product. Relief best describes our client’s feelings re working with Scope.
I’m protective of who I refer my clients to. Their approach is from the ground up which ensures the best outcome rather than a top-down loading of ‘this product is best for you’
There is too much misunderstanding about what clients pay for. The value of Reine‘s flat fee is clear regardless of the type of advice he provides.
It’s about taking a client as you find them, not trying to push a product. Relief best describes our client’s feelings re working with Scope.
I’m protective of who I refer my clients to. Their approach is from the ground up which ensures the best outcome rather than a top-down loading of ‘this product is best for you’
WHAT SETS CERTAINTY ADVICE APART
Want to know more about how to double or triple client value and your returns?