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Description
Community Sessions
The experiences, insights and returns of the growing Certainty Advice community.
All Tutorials
Monday 11th May - 50/50 1st/2nd Chair Meeting - Skills for Beyond the Expert Engagement Model
This session is about the practical tactics that make 50/50 contribution possible, and why it matters for your clients, your team members' development, and your capacity.
Monday 4th May - Engaging with Certainty
Certainty Advice Engagements focus less on impressing clients and more on having structured, meaningful conversations to understand their needs and define real value. The approach aligns client expectations with what the advice team believes is in their best interest. This session explores practical frameworks to guide both new and existing client engagements.
Monday 20th April - Why Debriefs are Crucial
This session explores what’s changing, where debriefing falls short, and how to use it to reduce key person dependency and accelerate team capability. Learn how effective debriefing connects directly to Certainty’s evolving AI tools and strengthens how your team understands strategy, value, and complexity.
Monday 23rd March - ‘AI PowerPoint for TOEs’: Faster, Smarter, and Built for Real Value
This session shows how to use AI to create faster, more flexible Terms of Engagement—without losing substance. Drawing on 2,000+ engagements, it covers what works, what doesn’t, and how to turn TOEs into high-value outputs (including formats like PowerPoint). The focus is on extracting real client value while improving speed, clarity, and delivery.
Monday 16th March - Complexity Management
This session focuses on progressing Certainty Advice implementation through real-world review and shared experience. Participants will explore lessons, returns, and challenges together, identifying the most valuable next step for their business - prioritising progress over perfection.
Monday 9th March - Mastering Fundamental Conversations
This session explores the foundations of Certainty Advice - how to capture what clients truly value, actively listen, and consistently respect those insights throughout the advice process. Participants will learn how to identify these values early and use them in Discovery Conversation 8 to shape meaningful client outcomes.
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.