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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 - The ConceptsThis 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 - IntroductionAn introduction to Certainty Advice, our tools, frameworks, clients, community, pricing methodology and the available support.
Before your first discoveryThis lesson covers everything you need to know before having your first discovery meeting.
First discovery with a new clientPreparing for your first discovery meeting with a new client? This is the lesson covering all your basics. Good Luck!
First discovery with an existing clientFind 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 discoveryThis lesson covers the tips, materials and checklist for the essentials you need to make the best start.
Immediately after discoveryJust 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 MapsThis lesson is designed to introduce you to Advice Mapping and help find additional support videos for each section.
Engagement meeting Prep - Advice PathAn Introduction to Advice paths, how to present the best path forward for your client in a graphic form.
Engagement meeting Prep - Terms of EngagementThis 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 meetingJust had your first engagement meeting, what next? Find out here.
Post engagement meetingSet your goals, make your plan. make this approach your own and set a consistent specific and methodical process for your firm.
The next 10 casesSet your goals, make your plan. make this approach your own and set a consistent specific and methodical process for your firm.