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
(A1) Getting started
This course includes everything you need to make the best start in your Certainty Advice journey.
(F1) Certainty Maps
Certainty Mapping is central to Certainty Advice - These maps capture specific & unique value sought by every individual Certainty Client
(F2) Advice Maps
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.
(F3) Advice Paths
Advice Path represents what the best possible path forward for a client, looks like in terms of time, processes and outcomes in graphical form
(F4) Debriefing
Debrief meeting and debrief document provide a consistent, specific & methodical approach to “plan” the engagement while reducing dependency
(F5) Pricing
Pricing based on the value you will deliver for the client, helping achieve unmet aspirations, managing life transitions and resolving complexities
(F6) Terms of Engagement
Crucial engagement document consisting of an outline of objectives of work, scope and priority of the adviser's approach and an estimate of fees
(F7) Engagement Meetings
Key to the Certainty Advice approach- Engaging on what client's uniquely value and making engagement meetings consistent, specific and methodical
(L1) Certainty Forms
This library holds the latest versions of all the important forms and templates used throughout Cultivating Advice
(M1) 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
(M2) Webinars
This library holds access to the recordings and materials of some of our key past intensive webinar sessions
(M3) Quarterly Workshops
This area holds access to the recordings and materials of our Cultivating Advice Online Events, Conferences and Workshops