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Discovery Case Studies

Description

Discovery Case Studies

Discovery Meeting Case Studies

Proper practice makes for better progress. These realistic case studies provide ideal opportunities to practice Discovery Meeting skills and gain valuable feedback in a safe environment. 

Explaining the Discovery Meeting Case Study Process

A step-by-step guide to using these Case Studies

STEP ONE

Select a Case Study depending upon the difficulty you would like our coaching feedback on and download a Case Study Certainty Map you have not previously used.

STEP FOUR

OK, by this step, you are armed with a voice recorder/dictaphone and a copy of the Nine Discovery Meeting Frameworks, and the ‘client’ is armed with a copy of the Case Study Certainty Map. Now let’s begin with you as the ‘adviser’ simultaneously commencing the role play and starting the dictaphone from Discovery Conversation One. The ‘client’ starts their responses from Conversation Three as per the downloaded Case Study.

STEP TWO

Print off and share the downloaded Certainty Map with a fellow team member or colleague, asking them to ‘role play the role of a client’ while you role-play the role of an adviser. (If you don’t have anyone to practice with, reach out, and we can arrange a potential case study buddy from another one of our coaching firms)

STEP FIVE

Once the role-play has been conducted, the ‘client’ and ‘adviser’ de-brief, paying particular attention to the ‘RED HIGHLIGHTS’ comments on each case study. Then the ‘adviser’ uses the ‘upload’ button to share the recording with the Certainty team for our review and to provide our coaching report/feedback – this is the whole purpose of obtaining practice and feedback.

STEP THREE

Before commencing the role play, open a copy of the  Nine Discovery Conversations from the FORMS area (here) in our Certainty Curriculum to assist your role play as an adviser.

STEP SIX

Finally, the ‘adviser’ marks the case study as ‘complete’. We will provide our coaching and review report of the case study usually within five working days. If any of our comments raise questions, please use the ‘help’ or comment buttons to reach out for support. Thanks.

All Tutorials

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Getting Started (Level 1)
These Discovery Meeting Case Studies help advisory team member newer to Certainty Advice build their understanding and skills in Discovery Meeting with new and existing clients

Lesson Content

Lesson Content
Re-Discovery Case Study (WB2007G)
An existing client re-Discovery Meeting Case Study
Discovery Case Study (WB2101G)
A new client Discovery Meeting Case Study done during Covid
Discovery Case Study (WB2105G)
A new client Discovery Meeting Case Study with a client seeking help with investment property and aging parents.
Discovery Case Study (WB2205G)
A Discovery Meeting Case Study with a Dentist who enjoys travel
Discovery Case Study (WB2206G)
A Discovery Meeting Case Study with a new client who is hoping to start a family soon and both partners hope to keep working
Re-Discovery Case Study (WB2209G)
A re-Discovery Meeting Case Study with an existing client hoping to wind back at work and downsize the family home
Discovery Case Study (WB2302G)
A Discovery Meeting Case Study with new client who is a young barrister hoping to start a family
Discovery Case Study (WB2211G)
A Discovery Meeting Case Study with a very talkative new client who enjoys lots of travel
Discovery Case Study (WB2308G)
This Discovery role play involves a Pre-Retiree who looks forward to retirement, but is facing some family challenges.
Typical (Level 2)
These Discovery Meeting Case Studies are opportunities for advisory team members to build their Discovery meeting skills for 'typical' new and existing clients.

Lesson Content

Lesson Content
Discovery Case Study (WB2211R)
A Discovery Meeting Case Study with a very talkative new client who is about to relocate overseas for work.
Discovery Case Study (WB230621_2)
A Re-Discovery Meeting Case Study with a fee-sensitive existing client.
Re-Discovery Case Study (WB2007R)
A re-Discovery Meeting Case Study with existing client, weary of Covid and possibly seeking a 'change'
Discovery Case Study (WB2101R)
A Discovery Meeting Case Study with a new client who has a sick newborn child, needs to re-start work and find a larger home
Discovery Case Study (WB2302R)
A Discovery Meeting Case Study with new client. A busy barrister who failed to turn up for Discovery that his life partner attended and enjoyed.
Discovery Case Study (WB2209R)
A Discovery Meeting Case Study with new client who hopes to wind back, but whose responses are continually interrupted by her life partner.
Discovery Case Study (WB2105R)
A new client Discovery Meeting Case Study who has recently experienced a tough divorce
Discovery Case Study (WB2205R)
A Discovery Meeting Case Study with SME Owner
Discovery Case Study (WB2308R)
This Discovery role play focuses on a Pre-Retiree with different retirement plans to his life partner.
Challenging (Level 3)
These Certainty Case Studies provide a difficult Discovery session.

Lesson Content

Lesson Content
Discovery Case Study (WB2211B)
A Discovery Meeting Case Study with a very talkative new client who has many growth options and hopes
Discovery Case Study (WB2205B)
A Discovery Meeting Case Study with new client who is an SME Owner considering the sale or growth of his well-established business
Re-Discovery Case Study (WB2007B)
A Discovery Meeting Case Study with an existing client who is facing difficulties running this restaurant during Covid.
Discovery Case Study (WB2009B)
A Discovery Meeting Case Study with a new client who is a long-established farm owner facing challenges with family succession.
Discovery Case Study (WB2302B)
A Discovery Meeting Case Study with a new client who is ambitious, workaholic barrister with family challenges.
Re-Discovery Case Study (WB2101B)
A Discovery Meeting Case Study with an existing client who was an senior airline pilot prior Covid and is struggling to re-adjust.
Discovery Case Study (WB2105B)
A Discovery Meeting Case Study with a new client facing considerable succession issues within a successful family-owned business.
Discovery Case Study (WB2206B)
A Discovery Meeting Case Study with a new client whose partner is ceasing work, who is considering an offer to move overseas and is concerned about maintaining lifestyle.
Discovery Case Study (WB230621_1)
A recently divorced and successful entrepreneur seeks advice to help him re-establish himself financially.
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