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 most Australians by accelerating advisory teams’ comprehensive advice skills.
We listen to your team’s client conversations and score their ability to probe, listen, facilitate, control, and position, client by client.
With 25 years of experience, we know the value that well-skilled, unconflicted advice teams provide.
Our Programs
Transforming Advisory Teams Through Proven Frameworks, Community and Growth
From awareness to capability to results.
Accelerating the comprehensive advice skills of advisory teams.
1. Awareness
Discover Certainty thinking
Certainty School
Free educational content designed to introduce advisers to Certainty thinking and practical frameworks.
- Weekly YouTube content
- Introduces key concepts and tools
- Pathway into Certainty Skilling
2. build capability
Team development
Certainty Skilling
Scalable development for advisers and teams to build their advice capability and grow their business.
- Monday skilling sessions
- Thursday FAQ sessions
- Exclusive resources and learning library
- Certainty tools and access to Certainty AI
3. Accelerate
Personalised support
Certainty Coaching
Personalised support for advisers and firms wanting individual coaching and accountability.
- Everything in Certainty Skilling
- Individual objectives and game plan (Certainty Map)
- Regular coaching and accountability
- Personalised, on-call support from Jim
4. Solve challenges
One-off private consulting
Business Strategy Day
Tailored support for firms wanting focused, high-impact strategic advice.
- Deep dive into your business
- Tailored strategy and plan
- Practical solutions and implementation support
- Can be onsite or virtual
Want to know more about how to double or triple client value and your returns?