This lesson explains the Certainty Advice core concepts. Our focus is on providing conflict free, comprehensive advice, to ensure the client's best interest.
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.
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.