For firms that have not practised and developed their skills, knowledge and understanding from using Certainty Maps, De-Briefs, the Certainty Propositions Program is a pre-requisite. For firms that have proficiency using Certainty Advice and seek to skill new team members to price, position, engage, the Certainty Propositions Program is not a pre-requisite. If you have built skills in the use of Certainty Advice, but have not attended the Certainty Propositions Program, we suggest you make an enquiry and we will determine the applicability of the Certainty Pricing Program for you.

The Certainty Propositions Program is suitable for all team members that engage and interact with clients. Ideally, the more team members skilled in the calculation, management, monitoring and development of client terms of engagements and their pricing, the faster team confidence and returns grow. This Program caters from experienced advisers to non-qualified new team members who will contribute to client pricing and engagement conversations.

It depends on what value is sought at the program’s end. As advisory teams expand, most firms align with the Certainty Advice models to upskill new talent and maintain their proficiency as improved tools and frameworks are released. Advisory Team members can become Accredited Certainty Advisers. Advisory firms can engage strategic business planning support to fast-track growth. Some firms take a break and come back for re-fresh after a number of years. Certainty Advice will continue to grow a range of services to accelerate the spread of valuable advice to more Australians. 

The Program has been successful for one-person firms and advisory teams within large multi-professional firms. It has been as successful for advisory teams based in regional and provincial locations as for metropolitan-based firms. It has been proven for firms that focus on a ‘mum and dad’ niche as it has for firms that focus on a busy SME niche. Fundamentally the Program will accelerate the pricing and engagement skills and returns of each advisory team’s COMPREHENSIVE client engagement.

If participation needs to be put ‘on hold’, participants can re-join within twelve months. However, 33% of the Program fees owe on Program commencement, and subsequent month-by-month payments are due monthly in advance, and no refunds will be possible. It is not ideal to halt and restart a learning development program, but we understand the surprises that challenge plans.

The Certainty Advice Pricing Program caters for up to four team members undertaking the program for six months. The professional fee is only $18,000+Gst. Payment terms are 33% on acceptance and monthly in advance payments of $2400+Gst.

As a guide, minimum fees for new clients engaged using the Certainty Advice Proposition are approximately $6,000+Gst. Provided participants skills are developed, it is reasonable to expect two new minimum clients paying minimum fees only will cover the hard costs of the Program. As confidence, experience, client satisfaction and engagement grows, Certainty Advice member firms experience 5x-10x initial ROIs in the following twelve months.

For maximum benefits and fast-tracking of skills, participants will attend a 45-minute skilling session each Monday (or review the recordings and materials). They will also attend a 60-minute Teams Webinar once a month. Most importantly, they will develop their skills during existing client meetings, which will require approximately another half-hour pre-meeting preparation and another half-hour post-meeting follow-up. Important to note that the Program often saves any unpaid time previously spent developing Statements of Advice as these are NOT developed until a new client signs and agrees to proceed using the Certainty Terms of Engagement approach. All participants learn differently, and their allocations to learning will be balanced by their existing duties.

All sessions are recorded and saved for each participant in their own ‘space’ within the Program’s Learning Management System accessible by a unique password for every participant.

This depends on so many factors. Participants can experience fresh insights and newfound fees from their very first new Terms of Engagement. Some participants take longer to prepare for their full adoption of new Terms of Engagements. The biggest obstacle is often the existing entrenched pricing mindsets and engagement paradigms the Advisory Team are most comfortable with.  Each participant will have their plan, showing expected benefits at the end of the Program for expected efforts.

Please make contact either directly during (Sydney time) at +61 (0)2 99669135, complete the query form at the bottom of this page or email us directly at [email protected]