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Jim Stackpool
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Description

Certainty Tutorials

Certainty School

Help Others, Provide Certainty, Achieve More

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CERTAINTY MAP FRAMEWORKS
LESSON: DISCOVERY MEETINGS- THEORY
10 Topics
How to Position the Certainty Map – Conversations One & Two
How to Conduct the Fundamentals Conversation
How to Conduct the Signature Conversation – Straightforward Client
How to Conduct the Signature Conversations – Client Seeking Clarification
How to Conduct the Complexity Conversation
How to Conduct the Significance Conversation
How to Conduct the Confirmation Conversation
How to Make Best Starts in Discovery Meetings
How to Probe Deeper Than Expected – Value is in the Detail
How to Control Certainty Map Conversations to 20min per client
LESSON: DISCOVERY MEETINGS – PRACTICAL
5 Topics
How We Started our implementation- Three Adviser Firm – Roe Financial
How we started our implementation- Accounting/ Financial Planning firm – Blackburns Business Advisers – Newcastle
How I started- Solo Adviser- The Master Plan
How we run two chair Discovery Meetings – Signate Private Wealth
Conducting Discovery Meetings with SME owners- Monument Advisory
LESSON: DEBRIEF MEETING – THEORY
2 Topics
What is Debriefing?
When to Debrief?
CERTAINTY PRICING
5 Topics
How to Set Fee Tension
How to Value Price Using Retainers
How to Set Breakthrough Prices
How to Establish & Run a Pricing Committee
What is Value Pricing?
LESSON: ENGAGEMENT MEETING PREPARATION
5 Topics
Advice Map Principles
Tutorial – Creating an Advice Map using Mindjet
Advice Paths – Objectives and Principles
Terms of Engagement – Objectives & Principles
Nine Engagement Conversations

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