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Description
Community Sessions
The experiences, insights and returns of the growing Certainty Advice community.
All Tutorials
Monday 10th November - Crafting AI Terms of Engagements with Certainty -'Beta App' Launch
Available on November 10, 2025 12:00 am
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.
Monday 2nd June - Complexity Based Advice
Goals may be the outcomes that provide a focus for an advice relationship, but they are not the reason for advice. Clients seek advice because of their complexity. This session will workshop how Certainty Advice methodically identifies, positions, manages, and prices the four varieties of advice complexities.
Monday 5th May - Certainty Mapping - What are "Certainty Topics"
Certainty Topics drive every Certainty Relationship. Within Certainty Advice, there are three drivers of client value—”Signatures”, “Complexities”, and “Significances”. Participants in this session will understand these components, their role in Certainty Advice relationships, and the soft skills to consistently and methodically identify, acknowledge, prioritise, and price them.
Monday 14th April - Understanding Fundamentals
Fundamentals hold extraordinary meaning in the Certainty Advice process. These core elements of Certainty Advice are essential but not the driving value of a Certainty Client relationship. Participants will understand the role of Fundamentals, how to identify Fundamentals, and how to leverage Fundamentals to access more valuable conversations that serve as a focus of every Certainty Advice relationship.
Monday 7th April - Positioning the Certainty Advice Approach
Certainty Advice is different. Prospects are not expecting it nor have experienced it making the initial ten minutes of meeting setup and positioning very important. This session shares the principles, discusses the experiences, and runs through the frameworks for every participant to understand their best steps when seeking smooth, successful and valuable Certainty Advice conversations with their clients, their networks, or their alliances.
Monday 24th March - Selecting Certainty Clients
The Certainty Advice proposition is not for everyone. So, what criteria do advice teams use to successfully select or de-select their prospects or existing clients for the Certainty Advice proposition? This session shares the frameworks for selecting (or de-selecting) both prospects and existing clients for the Certainty Advice approach. Most importantly, the session facilitates discussions from the community to hear what they are all doing to focus on their own selection criteria.
Monday 3rd March - Launch: The Certainty Automated De-Brief App - Better Teamwork, Better Value
Delivering valuable advice is different to building a team that delivers valuable advice. While providing valuable advice is essential, if that is the sole objective of an adviser, their 'success' will result in a self-made activity trap that frustrates continued 'success'. The most important meeting for firms creating valuable teams occurs after client discovery meetings - the client de-brief meeting. This session facilitates and shares the updated Certainty De-Brief approach and how it enhances teamwork, client management, workflows and reduces dependency on key team members. The session will combine whole group facilitations, small group discussions based upon specific roles and quizzes to enhance every participant's De-Briefing skills using the new Certainty De-Brief App.
Monday 17th February - The Five Secrets to Capture Client Value in Certainty Advice Discovery Conversations
Certainty Advice promises consistent, specific and methodical Discovery Conversations between advisory teams and their clients. Central to this is the Certainty Map framework designed to maximise conversation success without dependency on key roles, without deep technical experience, and within minimum timeframes. This session facilitates and shares five powerful insights from the experiences of multiple Certainty advisory teams in many different Discovery and re-discovery Meetings about how to leverage the Certainty Map during these crucial conversations. The session will combine whole group facilitations, small group discussions based upon specific roles and quizzes to enhance every participant's Certainty Mapping skills.
Monday 10th February - The Five Secrets of Positioning in Certainty Advice Discovery Conversations
Positioning advice conversations based upon what is of value to the client has apparent advantages, but is difficult. Clients are more accustomed to advice conversations based on performance, reputation, compliance and specific expertise. While these elements are important, nothing is more important for valuable advice conversations than a clear and agreed understanding of what uniquely is of value to each client. This session facilitates and shares five powerful insights from the experiences of multiple Certainty advisory teams in many different Discovery and re-discovery Meetings about how to best position their role, expertise, approach and fees during these crucial conversations. The session will combine whole group facilitations, small group discussions based upon specific roles and quizzes to enhance every participant's positioning skills.