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Get Started
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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
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.
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.
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.