An introduction to Certainty Advice, our tools, frameworks, clients, community, pricing methodology and the available support.
Lesson Tag: Value
This short video explains the key sections of a Terms of Engagement - a crucial engagement document consisting of an outline of objectives of work, scope and priority of the adviser's approach and an estimate of fees.
An Introduction to Advice paths, how to present the best path forward for your client in a graphic form.
This lesson is designed to introduce you to Advice Mapping and help find additional support videos for each section.
Find out the pros and cons of taking the Certainty Advice approach to your existing clients and how to best be prepared.