Welcome to the Future of Financial Advice
The Cultivating Advice ProgramOur Cultivating Advice Program contains everything required to implement our Certainty Advice model. All the tools, the access to a broad community of like-minded firms, the pricing models, the advice agenda, advice templates, to build your own approach to serve your client’s best interests in the new era of comprehensive, conflict-free advice
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Advice Maps
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Advice Paths
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Terms of Engagement
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Engagement Meetings
Cultivating Advice 101
Library #1- Standard Forms
Cultivating Advice 101
Library #2 – Intensive Webinars
Cultivating Advice 101
Library #3 – Intensive Workshops
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Library #4: Certainty Adviser Conference Sessions
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Pricing
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Certainty Roundtables
Roundtable Sessions Improve your skills & mastery of Certainty Advice via access to the experiences, insights and outcomes from others in our growing Certainty Advice Community
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Debriefing
Cultivating Advice 101
Library #6 – Certainty Studio Sessions
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Discovery Meetings – Certainty Maps
Certainty Mapping is central to Certainty Advice - These maps capture specific & unique value sought by every individual Certainty Client