Designed as a short pre-meeting conversation—conducted via phone, Zoom, Teams, or chat—Conversation Zero's purpose is to determine whether a prospect is a good fit for Certainty Advice and to prepare them for a successful discovery meeting.
This is the first in our new Roundtable Forum series. The objectives of the Roundtable Forums is to facilitate discussions on a specific 'big picture' topic for everyone that attends live. Our first topic for the Forum is "Who is...
What are all the different 'pieces' of Certainty Advice and how do they 'fit' together.
An deep dive into the Certainty Map - the most valuable framework of Certainty Advice as it captures what is of value to every client
Just had your first discovery meeting? What next? Find out how to make the process more consistent, specific and methodical for yourself and your firm.