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
Preparing for your Discovery & Engagement Meetings
All Tutorials
