2024 Advice Tools Assisting advice teams to consistently, methodically and valuably engage with the right clients for the proper fee without team member dependency to create valuable advice brands. The opportunities for financial advice entrepreneurs have never been...
Discovery Meeting Case Studies Proper practice makes for better progress. These realistic case studies provide ideal opportunities to practice Discovery Meeting skills and gain valuable feedback in a safe environment. Explaining the Discovery Meeting Case Study...
Stirling Financial Consulting A support hub for the Stirling Financial Consulting team members to share, learn and track their Certainty Advice skilling &...
Certainty Alliances & Tools PROVEN THIRD-PARTY PROVIDERS & TOOLS TO SUPPORT THE DELIVERY OF CERTAINTY ADVICE NOTE: CERTAINTY ADVICE GROUP RECEIVES NO PAID OR UNPAID INCENTIVE FROM THESE LISTED PROVIDERS & TOOLS – THEY ARE ONLY LISTED ONCE ENDORSED...
Getting Started We’re fans of ‘starting ugly’ not ‘starting perfectly’ – this course provides all the certainty advice theory for your first 10 discovery...
