Certainty Advice Materials
Description
Certainty Advice Materials
THE CERTAINTY FRAMEWORKS TO
SUPPORT YOUR IMPLEMENTATION
Discovery Conversation Frameworks
The Discovery Conversation Frameworks provide a consistent, specific and methodical guide for conducting your Discovery Conversations. If you are a beginner, we recommend starting by familiarising yourself with these and the Certainty Map.
Certainty Maps (Online Version)
Certainty mapping is core to certainty Advice and the key tool to identify the value your client’s are seeking from an advice relationship. This version is best used if you plan to conduct a virtual discovery and take notes using your laptop.
Certainty Maps (Print Version)
Certainty mapping is core to certainty Advice and the key tool to identify the value your client’s are seeking from an advice relationship. This version is best used if you plan to conduct an in-person discovery and take written notes.
Advice Map Questions
The answers to these questions provide valuable information to produce the Advice Map.
De-Briefs
The de brief form provides a consistent, specific and methodical way to capture key points post discovery meeting while the 1st and 2nd chair De-brief.
Advice Map
An Advice Map captures a client’s financial life on a single page. It is a reliable and consistent document used as a driving plan for the advice relationship.
Advice Path
Advice Path represents what the best possible path forward for a client looks like in terms of time, processes and outcomes in graphical form.
Terms of Engagement
This is 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.
Nine Engagement Conversations
The engagement conversation frameworks provide a consistent, specific and methodical guide for conducting your engagement meetings.