You are not currently logged in. Please log in here.
Problems logging in? Please contact us.
Current Status
Not Enrolled
Price
Closed
Get Started
This course is currently closed
APPLIED WEALTH

Description

Applied Wealth

APPLIED WEALTH

The Support Hub to fast-track returns for every member of the Applied Wealth team using Certainty Advice.

Mastery of Certainty Advice is fundamentally built upon mastery of advice skills.

This Support Hub accelerates returns by providing the essential materials, documents, sessions, and progress measures in one easily accessible spot.

RESOURCES

Client Engagement Documents

SKILLS COACHING

Certainty Forms

Certainty Precedents

Manage and upload your client engagement documents for review and drafting by Certainty Advice

Certainty Advice reviews of your team’s Discovery & Engagement Meeting Skills

Certainty Advice templates, scripts, workflows and models

Priced engagement documents for 22 advice niches

getting started with certainty advice...

Understanding the "BIG PICTURE"

Understanding the three development stages of the Certainty Advice journey helps advice team members to plot their own specific development path.

client and prospect meetings

Certainty Advice starts in a Client Discovery (or re-discovery for existing clients) meeting. This link provides an overview to help any team member (new or experienced) who is preparing to attend or run their Discovery (or re-discovery) meetings with new prospects or existing clients.

Para-Strategy & Review Services

Two unique features of the Certainty Advice offer:

1. A detailed review service of recorded adviser-client conversations – line-by-line – which enables specific feedback for every team member’s mastery.

2. Certainty’s Para-Strategy service builds and prices the draft client engagement documents from Discovery meetings for the Engagement meeting.

weekly Certainty Skilling Sessions

At 11:30am (Sydney time) on the first three Mondays of every month, all teams implementing Certainty Advice are welcome to join a live (virtual) hour-long session focusing on improving every participant’s (whether new or experienced) skills.

Upcoming events are highlighted in the EVENTS tab

RESOURCES

Client Engagement Documents

Manage and upload your client engagement documents for review and drafting by Certainty Advice

SKILLS COACHING

Certainty Advice reviews of your team’s Discovery & Engagement Meeting Skills

Certainty Forms

Certainty Advice templates, scripts, workflows and models

Certainty Precedents

Priced engagement documents for 22 advice niches

getting started with certainty advice...

Understanding the "BIG PICTURE"

Understanding the three development stages of the Certainty Advice journey helps advice team members to plot their own specific development path.

client and prospect meetings

Certainty Advice starts in a Client Discovery (or re-discovery for existing clients) meeting. This link provides an overview to help any team member (new or experienced) who is preparing to attend or run their Discovery (or re-discovery) meetings with new prospects or existing clients.

Para-Strategy & Review Services

Two unique features of the Certainty Advice offer:

1. A detailed review service of recorded adviser-client conversations – line-by-line – which enables specific feedback for every team member’s mastery.

2. Certainty’s Para-Strategy service builds and prices the draft client engagement documents from Discovery meetings for the Engagement meeting.

weekly Certainty Skilling Sessions

At 11:30am (Sydney time) on the first three Mondays of every month, all teams implementing Certainty Advice are welcome to join a live (virtual) hour-long session focusing on improving every participant’s (whether new or experienced) skills.

Upcoming events are highlighted in the EVENTS tab

Have a question or feedback about your Support Hub? 

PLEASE GET IN TOUCH...

WordPress Image Lightbox Plugin