Discovery Meetings – Certainty Maps

Lessons

• LESSON: Certainty Map Basics for Discovery Meetings (CML1)
  • What is a Certainty Map? (CML1T1)Short Overview of the Certainty Map - a CORE methodology of Certainty Advice 5min
  • When is a Certainty Map Used? (CML1T2)When is a Certainty Map designed to be used with clients? 6min
  • Which Clients is a Certainty Map For? (CML1T3)Is Certainty Mapping for every client or select clients? 9min
  • The Steps to Follow using a Certainty Map (CML1T4)What are the steps to complete a Certainty Map with each client? 10m
  • The Different Types of Certainty Maps (CML1T5)Once mastered, the structure of a Certainty Map can apply to different applications 5min
• LESSON: Using Certainty Maps in Discovery Meetings (CML2)
  • How to Position the Certainty Map - Conversations One & Two (CML2T1)Short Demonstration of how to 'position' the Certainty Map in your client meetings 3min
  • How to Conduct the Fundamentals Conversation (CML2T2)Demonstration of the Certainty Map's Fundamental Conversation 3min
  • How to Conduct the Signature Conversation - Straightforward Client (CML2T3)Demonstration of how to conduct Conversation Four- i.e. probing for a client's 'signatures' within a Certainty Topic 4min
  • How to Conduct the Signature Conversations - Client Seeking Clarification (CML2T3-2)Positioning Conversation 4 with a client needing more context - a common experience 4min
  • How to Conduct the Complexity Conversation (CML2T4)Demonstration of Certainty Map Conversation 5 - Identifying the client's unique complexities 3min
  • How to Conduct the Significance Conversation (CML2T5)Demonstration of Certainty Map Conversation 6 - Identifying the significance of achieving the client's signatures 3min
  • How to Conduct the Confirmation Conversation (CML2T6)Demonstration of 'closing' the Certainty Map conversation for a client - Conversation 7 4min
• LESSON: Tips for Certainty Map Conversations (CML3)
  • How to Make Best Starts in Discovery Meetings (CML3T1)In-depth Video & Powerpoint about how to make the best possible Starts with Discovery Meetings 44min
  • How to Probe Deeper Than Expected - Value is in the Detail (CML3T2)Value is always in the detail - Probing deeply for specific unique measures of progress for every client is a key element of successful Certainty Mapping 27min
  • How to Control Certainty Map Conversations to 20min per client (CML3T3)How to make Discovery Conversations efficient i.e. approx. 20mins or less each client 24min
• LESSON - Starting Ugly - Insights & Lessons from Initial DIscovery Meetings (CML4)
  • Stuart Roe - Roe Financial - Boutique Advisory Firm - Adelaide (CML4T1)Stuart Roe from Roe Financial Adelaide shares his experience implementing Certainty Advice within their boutique advisory firm 32min
  • Darren Foster - Paris Financial - Accounting/Financial Planning Firm - Melbourne (CML4T2)Darren Foster, Principal of Paris Financial Blackburn VIC shares how his team has implemented Certainty Mapping into their joint accounting/financial planning firm. 29min
• LESSON - Making Discovery Meeting Work (CML5)
  • Stuart Roe - Roe Financial Adelaide - How to conduct Discovery Meetings when Outside Old Comfort Zones (CML4T1)
  • Darren Foster - Paris Financial Melbourne - Getting Better & Better with Discovery Meetings in an Accounting Firm (CML4T2)
• LESSON - Working with Two Actively Involved Advisory Chairs (CML5)
  • Amber Stevenson - Sterling Private Wealth Gold Coast - The Benefits of Two Team Members in Discovery Meetings (CML5T1)Amber Stevenson, Principal of Sterling Private Wealth Gold Coast shares her experience and insights using two chairs is Discovery meetings 28m
• LESSON - Certainty Mapping with SMEs (CML6)
  • Dieter Tode - Monument Advisory West Perth - Helping SME Clients Transition using Certainty Maps (CML6T3)Dieter Tode shares his many insights using Certainty Maps with this growing SME clients 29min