Lessons

• 01_Getting Started with Certainty Advice - The Concepts This lesson explains the Certainty Advice core concepts. Our focus on providing conflict free, comprehensive advice, to ensure the client's best interest. 3 min
• 02_Certainty Advice_Introduction An introduction to Certainty Advice, our tools, frameworks, clients, community, pricing methodology and the available support. 13 min
• 03_Before your first discovery This lesson covers everything you need to know before having your first discovery meeting. 7 min
• 04_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! 5 min
• 05_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. 4 min
• 06_Countdown_48 hours prior discovery This lesson covers the tips, materials and checklist for the essentials you need to make the best start. 9 min
• 07_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. 7 min
• 08_Engagement meeting Prep_Advice Maps This lesson is designed to introduce you to Advice Mapping and help find additional support videos for each section. 3 min
• 09_Engagement meeting Prep_Advice Path An Introduction to Advice paths, how to present the best path forward for your client in a graphic form. 3 min
• 10__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. 5 min
• 11_Countdown to engagement meeting This lesson covers the tips, materials and checklists you need to make the best start in an engagement meeting. 8 min
• 12_Post engagement meeting Just had your first engagement meeting, what next? Find out here. 4 min
• 13_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. 7 min