The Certainty Journey

Supporting the unique steps of your Certainty Advice Journey

Due to the huge variety of experience, objectives, firm size, clients, locations, backgrounds, and skills, everyone’s Certainty Advice journey is as unique as they are.

There are three specific journeys within the overall Certainty Advice approach:

1. Implementation Journey

2. Evolution Journey

3. Mastery Journey

THE IMPLEMENTATION JOURNEY

Jim Stackpool shares the four key ingredients of every participant’s Implementation Journey with Certainty Advice.

While everyone’s experience is unique, the support, feedback, insights and milestones are consistent and integral to progress.

The Evolution Journey

New support, steps and support is required as advisory teams evolve their Certainty Advice approach.

Enduring and profitable growth requires new partners, new career and business plans, new business development focus and priorities for better growth, not just bigger growth.

THE Mastery JOURNEY

The Certainty Advice Mastery Journey is about cultivating and supporting the future advice leaders.

As Australia’s advice industry undergoes re-alignment to enduring service value rather than product placement, the Mastery Journey supports the positioning of certified Certainty Advisers at the forefront of this change with social media support, white paper development, niche and a network to accelerate the spread of valuable advice for more Australians.

Want to know more about how to grow the most valuable advice firm possible…

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HOW DID OTHERS START THEIR CERTAINTY JOURNEY?

“I started in the deep end from day one. First day, first client Discovery appointment. I don’t know any other way to provide advice. When the approach is so natural, I found it easy to start straight away.”

Samanatha Albiez

Certainty Adviser, Bravium Canberra

“I started using the principals years ago on my own. I made progress, but didn’t really get the value of the approach until I started with the broad community of firms.”

Martin Harkness

Director, Infocus Nedlands PERTH

“I started by joining the workshops. I learn best listening to others, hear how they are adding value using the approach, for me to learn how my team and I can best implement.”

Darren Foster

Director, Guardian Private Wealth, MELBOURNE

“I start anything new cautiously. I want to know as much as I can before I introduce it for the first time. For me, the online curriculum, the opportunities to hear from others and the guided support to start really got me going”

Shamani Hawtin

Certainty Adviser, Finbiz Advisers, WARNERS BAY

“I have been retainer pricing our value for years. I started by listening to the pricing webinars & reading about this pricing method. The workshop and Certainty Adviser accreditaiton were natural consequences when I met so many others like me.”

Reine Clemow

Managing Director, Acquira Wealth Partners, SOUTHPORT

“I’m a bit of a perfectionist when it comes to my clients. I started by spending the time talking to other firms involved in this commuity to see if I would ‘fit’. The approach aligns, but the support from the group is what’s special about it.”

Anne-Marie Humphries

Managing Director, Huon Financial Planning, ALBURY