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Getting started

Description

Getting Started

We’re fans of ‘starting ugly’ not ‘starting perfectly’ – this course provides all the certainty advice theory for your first 10 discovery meetings

getting started with certainty advice...

Understanding the "BIG PICTURE"

Understanding the three development stages of the Certainty Advice journey helps advice team members to plot their own specific development path.

client and prospect meetings

Certainty Advice starts in a Client Discovery (or re-discovery for existing clients) meeting. This link provides an overview to help any team member (new or experienced) who is preparing to attend or run their Discovery (or re-discovery) meetings with new prospects or existing clients.

Para-Strategy & Review Services

Two unique features of the Certainty Advice offer:

1. A detailed review service of recorded adviser-client conversations – line-by-line – which enables specific feedback for every team member’s mastery.

2. Certainty’s Para-Strategy service builds and prices the draft client engagement documents from Discovery meetings for the Engagement meeting.

weekly Certainty Skilling Sessions

At 11:30am (Sydney time) on the first three Mondays of every month, all teams implementing Certainty Advice are welcome to join a live (virtual) hour-long session focusing on improving every participant’s (whether new or experienced) skills.

Upcoming events are highlighted in the EVENTS tab

All Tutorials

Getting Started with Certainty Advice - The Concepts
This lesson explains the Certainty Advice core concepts. Our focus is on providing conflict free, comprehensive advice, to ensure the client's best interest.
Certainty Advice - Introduction
An introduction to Certainty Advice, our tools, frameworks, clients, community, pricing methodology and the available support.
Certainty Maps - The Most Valuable Certainty Advice Framework
An deep dive into the Certainty Map - the most valuable framework of Certainty Advice as it captures what is of value to every client
Before your first discovery
This lesson covers everything you need to know before having your first discovery meeting.
First discovery with a new client
Preparing for your first discovery meeting with a new client? This is the lesson covering all your basics. Good Luck!
First discovery with an existing client
Find out the pros and cons of taking the Certainty Advice approach to your existing clients and how to best be prepared.
Countdown - 48 hours prior discovery
This lesson covers the tips, materials and checklist for the essentials you need to make the best start.
Immediately after discovery
Just had your first discovery meeting? What next? Find out how to make the process more consistent, specific and methodical for yourself and your firm.
Engagement meeting Prep - Advice Maps
This lesson is designed to introduce you to Advice Mapping and help find additional support videos for each section.
Engagement meeting Prep - Advice Path
An Introduction to Advice paths, how to present the best path forward for your client in a graphic form.
Engagement meeting Prep - Terms of Engagement
This short video explains the key sections of a Terms of Engagement - a crucial engagement document consisting of an outline of objectives of work, scope and priority of the adviser's approach and an estimate of fees.
Countdown to engagement meeting
Just had your first engagement meeting, what next? Find out here.
Post engagement meeting
Set your goals, make your plan. make this approach your own and set a consistent specific and methodical process for your firm.
The next 10 cases
Set your goals, make your plan. make this approach your own and set a consistent specific and methodical process for your firm.
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