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Discovery Case Studies

Description

Discovery Case Studies

Discovery Meeting Case Studies

These case studies are designed to accelerate the understanding and skills using Certainty Maps in Discovery meetings 

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
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.
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
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.
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