Certainty Membership
Supporting Advisory Teams who are committed to exploring the depths of their growth delivering valuable financial advice
Tailored, strategic consulting and planning to help you and your business find the quickest path to growth and returns.
ADVICE FRAMEWORKS
SKILLING
PROGRESS REVIEWS
SUPPORT
Certainty Membership accelerates the capabilities, growth and returns for advisory teams delivering comprehensive financial advice by providing the skills, the advice frameworks, and a community teams on similar growth paths.
ACCESS TO LIVE CERTAINTY TEAM SESSIONS
Meeting approximately every six weeks (refer EVENTS for up-coming TEAMS sessions), Certainty Members share the blockages, insights, returns and advice to address issues, advance progress and gain a valuable objectivity from other firms committed to similar growth.
ACCELERATORS SESSIONS
These sessions are for members seeking to accelerate their skills engaging, pricing, and managing clients
Practice Manager Sessions
These sessions are for members who roles include the oversight and management of their team’s business plan
DIRECTORS SESSIONS
These sessions provide the Directors of each member firm with a leadership forum to better balance the demands of ownership and the constant workload hurdles.
ACCESS TO PROVEN FRAMEWORKS
Members have access to every Certainty Framework proven to fast-track development of propositions, pricing, referrals, de-briefs, terms of engagement, pricing precedents, Nine Conversations in Discovery Meetings , Nine Conversations in Engagement Meetings, workflows, client segmentation models, capacity planning models, Advice Maps, Advice Paths, prospect screening steps, alliance development tools, business planning models, team career paths templates, and many more…
ACCESS TO LIVE CERTAINTY TEAM SESSIONS
Meeting approximately every six weeks (refer EVENTS for up-coming TEAMS sessions), Certainty Members share the blockages, insights, returns and advice to address issues, advance progress and gain a valuable objectivity from other firms committed to similar growth.
ACCELERATORS SESSIONS
These sessions are for members seeking to accelerate their skills engaging, pricing, and managing clients
Practice Manager Sessions
These sessions are for members who roles include the oversight and management of their team’s business plan
DIRECTORS SESSIONS
These sessions provide the Directors of each member firm with a leadership forum to better balance the demands of ownership and the constant workload hurdles.
ACCESS TO PROVEN FRAMEWORKS
Members have access to every Certainty Framework proven to fast-track development of propositions, pricing, referrals, de-briefs, terms of engagement, pricing precedents, Nine Conversations in Discovery Meetings , Nine Conversations in Engagement Meetings, workflows, client segmentation models, capacity planning models, Advice Maps, Advice Paths, prospect screening steps, alliance development tools, business planning models, team career paths templates, and many more…
ACCESS TO WEEKLY SKILLING WEBINARS
Members have access weekly live webinars to build skills to advance their pricing, positioning, listening, controlling, probing, de-briefing, screening, workflow management, referral, alliance, and networking capabilities.
50% DISCOUNT TO LIVE CERTAINTY WORKSHOPS
Members enjoy access for 50% off event pricing to live Certainty Workshops where the opportunities to learn, be challenged, workshop with other advisory teams provide insights and start relationships harder to achieve than just attending virtually. Attendees are from all many different roles from varied advisory teams from throughout Australia and internationally.
CERTAINTY MEMBERSHIP
Currently $AUD249+gst per month per member
Cancel anytime
ACCESS TO WEEKLY SKILLING WEBINARS
Members have access weekly live webinars to build skills to advance their pricing, positioning, listening, controlling, probing, de-briefing, screening, workflow management, referral, alliance, and networking capabilities.
50% DISCOUNT TO LIVE CERTAINTY WORKSHOPS
Members enjoy access for 50% off event pricing to live Certainty Workshops where the opportunities to learn, be challenged, workshop with other advisory teams provide insights and start relationships harder to achieve than just attending virtually. Attendees are from all many different roles from varied advisory teams from throughout Australia and internationally.
CERTAINTY MEMBERSHIP
Currently $AUD249+gst per month per member
Cancel anytime
Certainty Advice is the most professional approach we’ve found for our accounting and financial planning teams to consistently help our clients achieve more in their lives.
LEARN MORE?
Send a query if you need more information to determine if Membership is for you…