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Description
Community Sessions
The experiences, insights and returns of the growing Certainty Advice community.
All Tutorials
Monday 12th March - Certainty Skilling Session
Available on March 12, 2026 12:00 am
These intensive Zoom training sessions unite Certainty Advice Community members to build capability and confidence in working with comprehensive advice clients. Each highly interactive session uses case studies, role-plays, and breakout discussions to develop practical skills. We support advisers in building unique competencies, recognising that learning styles, progress, and development paths vary for each participant.
Monday 9th March - Certainty Skilling Session
Available on March 9, 2026 12:00 am
These intensive Zoom training sessions unite Certainty Advice Community members to build capability and confidence in working with comprehensive advice clients. Each highly interactive session uses case studies, role-plays, and breakout discussions to develop practical skills. We support advisers in building unique competencies, recognising that learning styles, progress, and development paths vary for each participant.
Monday 9th February - Certainty Cases: Supporting the Steps of Certainty Skilling
This session helps participants turn Certainty Advice theory into practical progress. By reviewing results, lessons, and challenges from current implementations and sharing insights with other teams, each participant will identify the most valuable next step to advance their advice model—prioritising meaningful progress over perfection.
Monday 2nd February - Setting Access Fees: Reducing Dependency, Pricing on Value, Scaling Valuable Advice, Managing Planning Fallacy
This session addresses the common barriers to improving Access Fees and provides a clear framework for managing them effectively. Participants will identify the core components of Access Fee management and learn the practical steps required to implement stronger, more sustainable fee structures.
Monday 19th January - Discovery Meetings - The Big Picture
High-impact Discovery Meetings are a team sport. This session explores how coordinated roles, precise timing, and deliberate conversation sequencing transform Discovery into a confident, collaborative client experience—creating clarity, momentum, and better outcomes for clients and advice teams alike.
Monday 12th January - If You Only Do One Thing in Your Client Discovery Meetings - Do This
The heart of Certainty Advice is the Discovery Meeting. If you could just do One Thing to make your Client Discovery Meetings as productive as possible, this session will share it.
Monday 1st December - Building Better New Business Opportunities for 2026 via your Alliances
Most alliances don’t truly understand your value—so they don’t refer. This session unpacks the Certainty frameworks and principles for building alliances that consistently generate ideal opportunities, serve shared clients well, and strengthen long-term, mutually rewarding growth.
Monday 17th November - Rescoping/Repricing Event
When client engagements drift beyond scope, advisers often absorb the extra work and erode value. This session explores Certainty Advice frameworks and principles to confidently manage scope, reprice when needed, and protect both client relationships and team capacity.
Monday 10th November - Crafting AI Terms of Engagements with Certainty -'Beta App' Launch
Be among the first to explore the new Certainty AI TOE App—built on 15 years of proven engagement data. This session unveils how the App streamlines Terms of Engagement creation, integrates with other Certainty tools, and supports teams shaping the 2026 release.
Monday 3rd November - Facilitating Successful Engagement Meetings
Comprehensive client engagement isn’t about selling—it’s about mutual facilitation and clarity of value. This session explores Certainty Advice frameworks for leading balanced, 50/50 engagement meetings that define client value, agree on impact, and confidently facilitate fee discussions.
Monday 20th October - How to Rank & Prioritise Client Value with Certainty
Learn how to measure and prioritise what clients truly value. This session explores Certainty Advice frameworks to keep new and ongoing client relationships focused on the priorities that matter most.
Monday 22nd September - Accelerating Expert Advice Teams with 2nd Chairs
Relying on a single “expert” creates dependency, slows careers, and limits client outcomes. This session explores how introducing 2nd Chairs into key client meetings enhances the client experience, accelerates team development, reduces expert bottlenecks, and drives the growth of valuable advisory teams. Learn why building expert teams—not teams of experts—is the crucial difference.
Monday 15th September - "Conversation Zero" - Screening Non-Ideal Prospects
This skills session facilitates discussions, experiences and presents the latest proven frameworks to assist teams consistently and respectfully position their comprehensive advice approach with unknown prospects. Don't miss this (or the recording) to understand how to differentiate your approach and your team even before prospects become clients.
Monday 8th September - Explaining a better service proposition - positioning Certainty Advice
Discover how to position and implement advice models that grow beyond individual expertise. This session explores frameworks to demonstrate why 1st/2nd Chair meetings deliver stronger outcomes, why reliance on a single “expert” limits client value, and how propositions and fees should evolve as client complexity grows. Walk away with practical positioning strategies to differentiate and highlight the value of a skilled, comprehensive advice team.
Monday 1st September - The Valuable Pivot Conversation - #7
Too often, advice conversations dive straight into investments, insurance, and super—skipping the vital step of uncovering what clients truly value. *Certainty Discovery Conversation #7: The Pivot* equips advisers to bridge client values with the technical facts needed to design unique advice paths. Join this session to see how mastering the Pivot transforms Discovery Meetings into deeper, more valuable client engagements.
Monday 18th August - Covert Complexities
This session facilitates discussions, approaches, pricing, and skills for Certainty Advice teams to identify, plan, and price each client’s unique covert complexities, ensuring the greatest probability of clients achieving what is significant to them while overcoming or managing what may be hindering their dreams.
Monday 21st July - Building Your Certainty Skills for Enduring Returns with Martin Mulcare
This session isn’t a lecture or presentation. Martin, with support from Joy, will guide you through intensive role-play sessions focused on the core skills that drive client value: positioning, probing, listening, and controlling conversations. Martin will ensure every participant—whether you’re new to Certainty or experienced —leaves with specific improvements you can implement immediately. These sessions provide what most firms never create: structured opportunities to practice the skills that drive sustainable change and better returns.
Monday 14th July - Building Your Certainty Skills for Enduring Returns with Martin Mulcare
This session isn’t a lecture or presentation. Martin, with support from Joy, will guide you through intensive role-play sessions focused on the core skills that drive client value: positioning, probing, listening, and controlling conversations. Martin will ensure every participant—whether you’re new to Certainty or experienced —leaves with specific improvements you can implement immediately. These sessions provide what most firms never create: structured opportunities to practice the skills that drive sustainable change and better returns.
Monday 23rd June - Introducing the New Certainty DeBrief App
Debriefing is core to reducing team dependencies while accelerating the careers of advice team members and broadening the value delivered to clients beyond key team members. This session releases the new Certainty Debrief App. The App is designed for advisory teams to collaboratively model and price the prospective client’s implementation, pricing and draft terms of engagement immediately after Certainty Discovery Meetings. It combines the prospect’s digital Certainty Maps with the proven Certainty precedents to expedite the implementation steps and pricing.
Monday 12th June - Role Play Thursday
These weekly events are Certainty’s “Lab” events. They provide every attendee with a like-minded forum to test their own implementation steps and the learnings of specific live Certainty client cases (anonymously), ensuring that everyone’s efforts are not wasted, that progress is assured, and that outdated advice paradigms can be confidently dumped. Certainty Advice is all about skills – not knowledge.