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…

Advice Grid 2020

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…

Advice Grid 2020

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.

Advice Grid 2020

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.

Advice Grid 2020

CERTAINTY MEMBERSHIP

Currently $AUD349+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.

Advice Grid 2020

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.

Advice Grid 2020

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.

Annette Pulbrook

Principal, FINBIZ ADVISERS, WARNERS BAY, NSW

LEARN MORE?

Send a query if you need more information to determine if Membership is for you…

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