Certainty Alliances

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Certainty Alliances

Description

Certainty Adviser Conference Sessions

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 & ADVOCATED BY EXISTING ADVISORY TEAMS IMPLEMENTING CERTAINTY ADVICE

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Advice Specialists
Advice Specialists
Third-party providers with proven track record assisting Certainty Advice teams deliver valuable advice

Lesson Content

Lesson Content
Scientiam

| Scientiam

A comprehensive portfolio manage service for clients with no complexity that maintains the vital client-adviser relationship while managing portfolios.
Craig Burling

| BurlingConsulting

Burling Consulting provides an Australian-wide specialist risk advice which complements the project management role provided by Certainty Advisory Teams.
Advice Tools
Advice Tools
These are useful advice tools successfully used by firms implementing Certainty Advice to support their efforts.

Lesson Content

Lesson Content
Digital Recorder
Digital voice recorder is essential or a firm following Certainty Advice to ensure they do not miss anything during meetings.
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