Description
DESIGN FINANCIAL ADVISORY
The Support Hub to fast-track returns for every member of the Design Financial Advisory team using Certainty Advice.
WELCOME
Mastery of Certainty Advice is fundamentally built upon mastery of advice skills.
Which event should I attend?
The best support comes from the community experiences of other Certainty Advice teams. Watch this short clip to understand which community sessions are designed for you.
certainty charters
All progress needs a plan. Your Certainty Charter is your one-page development plan, continuously updated by the Certainty Coaches, to help you with your best next steps.
RESOURCES & EVENTS
Certainty Forms
Certainty Precedents
CERTAINTY EVENTS
CASE STUDIES
Certainty Advice templates, scripts, workflows and models.
Priced engagement documents for 22 advice niches.
A list of all upcoming events in the Certainty schedule.
Realistic case studies to practice your discovery meeting skills.
SHARING YOUR WORK WITH US
Please use this section to share your work with us, including recordings of your Discovery or re-discovery Meetings, completed Debriefs, and any relevant client meeting notes that may help us draft or review your work. When you’re seeking our support drafting your engagement documents (i.e. Terms of Engagements, Advice Paths) please let us know when you need our drafts returned – thanks.
Have a question or feedback about your Support Hub?