Certainty Tutorials

LESSON: DISCOVERY MEETINGS- THEORY

These tutorials from Certainty Advice Group contain the theory regarding how to conduct your own Discovery Meetings.

Lesson Content

How to Position the Certainty Map - Conversations One & Two

3min | CML2T1

Short Demonstration of how to 'position' the Certainty Map in your client meetings.

1st/2nd chair Positioning

Certainty Map Discovery framework

How to Conduct the Fundamentals Conversation

3min | CML2T2

Demonstration of the Certainty Map's Fundamental Conversation

Certainty Map

Discovery framework

How to Conduct the Signature Conversation - Straightforward Client

4min | CML2T3

Demonstration of how to conduct Conversation Four- i.e. probing for a client's 'signatures' within a Certainty Topic

Probing

Certainty Map Discovery framework

How to Conduct the Signature Conversations - Client Seeking Clarification

4min | CML2T3-2

Positioning Conversation 4 with a client needing more context - a common experience

Advanced Positioning Probing

Certainty Map Discovery framework

How to Conduct the Complexity Conversation

3min | CML2T4

Demonstration of Certainty Map Conversation 5 - Identifying the client's unique complexities

1st/2nd chair

Certainty Map Discovery framework

How to Conduct the Significance Conversation

3min | CML2T5

Demonstration of Certainty Map Conversation 6 - Identifying the significance of achieving the client's signatures

1st/2nd chair

Certainty Map Discovery framework

How to Conduct the Confirmation Conversation

4min | CML2T6

Demonstration of 'closing' the Certainty Map conversation for a client - Conversation 7

1st/2nd chair

Certainty Map Discovery framework

How to Make Best Starts in Discovery Meetings

44min | CML3T1

In-depth Video & Powerpoint about how to make the best possible Starts with Discovery Meetings.

1st/2nd chair Advanced Positioning Teamwork

Discovery framework

How to Probe Deeper Than Expected - Value is in the Detail

27min | 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.

Advanced Best practices Probing

Certainty Map Discovery framework Implementation

How to Control Certainty Map Conversations to 20min per client

24min | CML3T3

How to make Discovery Conversations efficient - i.e. approx. 20mins or less for each client.

Advanced Best practices Positioning

Certainty Map Discovery framework

LESSON: DISCOVERY MEETINGS - PRACTICAL

These lessons from the growing Certainty Advice Community of firms share unique insights and recommendations from their own implementation approach to provide vital clues, tips and shortcuts for your implementation

Lesson Content

How We Started our implementation- Three Adviser Firm - Roe Financial

32min | CML4T1

Stuart Roe from Roe Financial Adelaide shares his experience implementing Certainty Advice within their boutique advisory firm

Best practices Teamwork

Certainty Advice Implementation

How we started our implementation- Accounting/ Financial Planning firm - Blackburns Business Advisers - Newcastle

25m | CML4T4

Jaye tells how to make the best starts, not worrying about being perfect, how he was surprised by how well his SME clients enjoyed the process

Beginner Best practices Teamwork

Certainty Advice Implementation

How I started- Solo Adviser- The Master Plan

21min | CML4T6

Damien Winberg - a sole operator describes the importance of a consistent first ten minutes, the need to drop fears of incompetence that never eventuated

Beginner Best practices

Certainty Advice

How we run two chair Discovery Meetings - Signate Private Wealth

28m | CML5T1

Amber Stevenson, from SIgnate Private Wealth Gold Coast shares her experience and insights using two chairs is Discovery meetings

1st/2nd chair Best practices Teamwork

Certainty Advice Implementation

Conducting Discovery Meetings with SME owners- Monument Advisory

29min | CML6T3

Dieter Tode shares his many insights using Certainty Maps with this growing SME clients

Advanced Differentiation SME

Certainty Advice Implementation

LESSON: DEBRIEF MEETING - THEORY

These tutorials from Certainty Advice Group contain the theory regarding how to conduct your own Debrief meetings and capture the key points in a consistent, specific, and methodical manner, using our debrief form.

Lesson Content

What is Debriefing?

2 min | C7v2L1T1 - v1.1

Key points regarding the most important operational meeting to plan the engagement

1st/2nd chair Teamwork

Certainty Advice Debrief

When to Debrief?

4 min | C7v2L1T2 - v1.1

Best practices regarding the debrief meetings

1st/2nd chair Best practices Teamwork

Debrief Implementation

How to Complete the Ideal Client Information

3 min | C7v2L2T1 - v1.1

Guidance to complete the part 1 of debrief form.

Teamwork

Debrief Implementation

How to Complete the Client’s Priorities Section

4 min | C7v2L2T2 - v1.1

Guidance to complete the part 2 of debrief form.

Priorities Teamwork

Debrief

How to Prioritise Your Expertise

2 min | C7v2L2T3 - v1.1

Guidance to complete the part 3 of debrief form.

Priorities Teamwork

Debrief

How to Complete the Approach Section

3 min | C7v2L2T5 - v1.1

Guidance to complete the part 5 of debrief form.

Teamwork

Debrief Implementation

How to Complete the Pricing Section

2 min | C7v2L2T6 - v1.1

Guidance to complete the part 6 of debrief form.

Advanced Teamwork

Debrief Implementation

LESSON: ENGAGEMENT PREPARATION - THEORY AND PRACTICAL

This lesson includes theory from Certainty Advice Group regarding how to prepare the three key engagement documents as well as practical tips and insights from our growing community.