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


Certainty Teams

Teams sessions are SUPPORT HUBS for specific roles within Certainty Advice teams. 

All Tutorials

Expand All
The majority of Directors have two day-to-day jobs - the first is finding, engaging and delivering advice and the second is building a business that finds, engages and delivers advice. They are usually the firms most expensive and most unproductive resources juggling their operational, managerial and strategic responsibilities. These sessions aim to reduce isolation, shorten growth paths and share the best options to advance themselves, their teams and their firms.

Lesson Content

Lesson Content
9/5/2023 Director's Assignment
Post-Director's session 360 Review Assignment.
9/5/2023 Director's Survey
What would be of most value to you?
Chief Operating Officers (COO's)
The Practice management or COO role in small firms is tough. While the firm's own plan is important, it lacks the crucial urgency compared to the day-to-day busy operations of a firm continually reacting to everyone else's (especially client's) priorities over their own. These roles also have to juggle their own long list of operational responsibilities alongside the 'referee/umpire' authority on all roles alignment to the firm's plan. These Certainty Teams sessions provide the SUPPORT so COOs do not feel alone in their authority and responsibilities as COO, no matter how small or large their firms are.

Lesson Content

Lesson Content
21/3/2023 COO Assignment
"Your One Big Thing" post-session assignment.
Introduction to the Accelerator Team where those mastering the Certainty Approach share their insights, tips and lessons as they balance their 'old ways' of engaging, managing, pricing and delivering value with the new 'Certainty Advice' approach. Bound by common objectives of delivering comprehensive and valuable advice, the individual hurdles and paths are better managed for clients and participating advisory team members.

Lesson Content

Lesson Content
29/03/2023 Accelerator Assignment
"Your One Big Thing" post-session assignment.
WordPress Image Lightbox Plugin