Description
SCOPE ADVISORY
The Support Hub to fast-track returns for every member of the Scope Advisory team using Certainty Advice.
Mastery of Certainty Advice is fundamentally built upon mastery of advice skills.
This Support Hub accelerates returns by providing the essential materials, documents, sessions, and progress measures in one easily accessible spot.
RESOURCES
Client Engagement Documents
SKILLS COACHING
Certainty Forms
Certainty Precedents
Manage and upload your client engagement documents for review and drafting by Certainty Advice
Certainty Advice reviews of your team’s Discovery & Engagement Meeting Skills
Certainty Advice templates, scripts, workflows and models
Priced engagement documents for 22 advice niches
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
RESOURCES
Client Engagement Documents
Manage and upload your client engagement documents for review and drafting by Certainty Advice
SKILLS COACHING
Certainty Advice reviews of your team’s Discovery & Engagement Meeting Skills
Certainty Forms
Certainty Advice templates, scripts, workflows and models
Certainty Precedents
Priced engagement documents for 22 advice niches
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
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