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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Discovery Meetings – Certainty Maps
Certainty Mapping is central to Certainty Advice - These maps capture specific & unique value sought by every individual Certainty Client
Cultivating Advice 101
Library #6 – Certainty Studio Sessions
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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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Library #4: Certainty Adviser Conference Sessions
Cultivating Advice 101
Library #3 – Intensive Workshops
Cultivating Advice 101
Library #2 – Intensive Webinars
Cultivating Advice 101
Library #1- Standard Forms
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Course #11 – Engagement Meetings
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Course #10 – Terms of Engagement
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Course #9 – Pricing
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Course #8 – Advice Paths
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Course #7 – Debriefing
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Course #6 – Advice Maps
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Course #5 – Discovery Meetings
Cultivating Advice 101
Course #4 – “Greater Certainty” Webinars
Cultivating Advice 101
Course #3: Certainty Advice – The Big Picture
Cultivating Advice 101
Course #2: Certainty Advice – Is it For You?
Cultivating Advice 101
