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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Discovery Meetings – 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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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

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Cultivating Advice 101

Library #3 – Intensive Workshops

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Cultivating Advice 101

Library #2 – Intensive Webinars

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Cultivating Advice 101

Library #1- Standard Forms

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Cultivating Advice 101

Course #4 – “Greater Certainty” Webinars

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Cultivating Advice 101

Course #3: Certainty Advice – The Big Picture

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Cultivating Advice 101

Course #2: Certainty Advice – Is it For You?

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Cultivating Advice 101

Course #1: Certainty Advice – Our Objectives?

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