Welcome to the Future of Financial Advice

The Cultivating Advice Program

Our 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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(F1) Certainty Maps

Certainty Mapping is central to Certainty Advice - These maps capture specific & unique value sought by every individual Certainty Client

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(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.

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(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

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(F4) Debriefing

Debrief meeting and debrief document provide a consistent, specific & methodical approach to “plan” the engagement while reducing dependency

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(F5) Pricing

Pricing based on the value you will deliver for the client, helping achieve unmet aspirations, managing life transitions and resolving complexities

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(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

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(F7) Engagement Meetings

Key to the Certainty Advice approach- Engaging on what client's uniquely value and making engagement meetings consistent, specific and methodical

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(L1) Certainty Forms

This library holds the latest versions of all the important forms and templates used throughout Cultivating Advice

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(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

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(M2) Webinars

This library holds access to the recordings and materials of some of our key past intensive webinar sessions

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Cultivating Advice 101

(M3) Quarterly Workshops

This area holds access to the recordings and materials of our Cultivating Advice Online Events, Conferences and Workshops

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