Certainty Events

The Certainty Fast-track sessions are designed to accelerate the engagement skills of every advice team member in their first 12 months of implementing Certainty Advice.

These sessions review and share everyone’s implementation efforts to fast-track an understanding of the techniques, issues, and returns experienced with similar advisory teams.

The basis of each session is each member’s Certainty Charter, which contains everyone’s unique skills, objectives, issues, progress, and breakthroughs.

Getting new and existing clients to consistently, methodically, and valuably discuss the value at the heart of every Certainty Advice relationship requires control—good control.

This session facilitates and shares five powerful insights from the experiences of multiple Certainty advisory teams in many different Discovery and re-discovery Meetings about how to control these crucial conversations best. The session will combine whole-group facilitations, small-group discussions based upon specific roles and quizzes to enhance every participant’s control skills.

Probing for the unique, deep value driving every piece of advice for every unique Certainty Client requires different skills and focus from conducting traditional ‘fact-find’ conversations.

The focus of every Discovery Conversation for new and existing clients is for them to discover (and at least re-discover) the value driving their advice relationships. To reduce strangling dependency issues, probing becomes a team exercise rather than traditionally the role of the most experienced adviser.

This session facilitates and shares five powerful insights from the experiences of multiple Certainty advisory teams in many different Discovery and re-discovery Meetings about how to best probe during these crucial conversations.

The session will combine whole group facilitations, small group discussions based upon specific roles and quizzes to enhance every participant’s probing skills.

The Certainty Fast-track sessions are designed to accelerate the engagement skills of every advice team member in their first 12 months of implementing Certainty Advice.

These sessions review and share everyone’s implementation efforts to fast-track an understanding of the techniques, issues, and returns experienced with similar advisory teams.

The basis of each session is each member’s Certainty Charter, which contains everyone’s unique skills, objectives, issues, progress, and breakthroughs.

Positioning advice conversations based on what is of value to the client has apparent advantages but is difficult. Clients are more accustomed to advice conversations based on performance, reputation, compliance, and specific expertise. While these elements are important, nothing is more important for valuable advice conversations than a clear and agreed-upon understanding of what uniquely is of value to each client.

This session facilitates and shares five powerful insights from the experiences of multiple Certainty advisory teams in many different Discovery and re-discovery Meetings about how to best position their role, expertise, approach and fees during these crucial conversations.

The session will combine whole-group facilitations, small-group discussions based on specific roles and quizzes to enhance every participant’s positioning skills.

The Certainty Fast-track sessions are designed to accelerate the engagement skills of every advice team member in their first 12 months of implementing Certainty Advice.

These sessions review and share everyone’s implementation efforts to fast-track an understanding of the techniques, issues, and returns experienced with similar advisory teams.

The basis of each session is each member’s Certainty Charter, which contains everyone’s unique skills, objectives, issues, progress, and breakthroughs.

Certainty Advice promises consistent, specific and methodical Discovery Conversations between advisory teams and their clients. Central to this is the Certainty Map framework designed to maximise conversation success without dependency on key roles, without deep technical experience, and within minimum timeframes.

This session facilitates and shares five powerful insights from the experiences of multiple Certainty advisory teams in many different Discovery and re-discovery Meetings about how to leverage the Certainty Map during these crucial conversations.

The session will combine whole group facilitations, small group discussions based upon specific roles and quizzes to enhance every participant’s Certainty Mapping skills.

The Certainty Fast-track sessions are designed to accelerate the engagement skills of every advice team member in their first 12 months of implementing Certainty Advice.

These sessions review and share everyone’s implementation efforts to fast-track an understanding of the techniques, issues, and returns experienced with similar advisory teams.

The basis of each session is each member’s Certainty Charter, which contains everyone’s unique skills, objectives, issues, progress, and breakthroughs.

Delivering valuable advice is different from building a team that delivers valuable advice. While providing valuable advice is essential, if that is the sole objective of an adviser, their ‘success’ will result in a self-made activity trap that frustrates continued ‘success’. The most important meeting for firms creating valuable teams occurs after client discovery meetings – the client de-brief meeting.

This session facilitates and shares the updated Certainty De-Brief approach and how it enhances teamwork, client management, workflows and reduces dependency on key team members. The session will combine whole group facilitations, small group discussions based upon specific roles and quizzes to enhance every participant’s De-Briefing skills using the new Certainty De-Brief App.

The Certainty Fast-track sessions are designed to accelerate the engagement skills of every advice team member in their first 12 months of implementing Certainty Advice.

These sessions review and share everyone’s implementation efforts to fast-track an understanding of the techniques, issues, and returns experienced with similar advisory teams.

The basis of each session is each member’s Certainty Charter, which contains everyone’s unique skills, objectives, issues, progress, and breakthroughs.

This Certainty Conference will share the experiences and paths for financial advice teams, regardless of background, seeking to accelerate their clients and teams into better, more enduring, more valuable client propositions, without key-person or product dependency – this is the future of advice.

Advance with Certainty.