CONSTRUCTING VALUABLE ADVICE PATHS

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Question 1 of 7

1. Question
Q1 of 7: How are first draft Advice Paths created?
- By the team at Certainty Advice?
- In the de-brief meeting after a Client Discovery meeting?
- After the client has agreed to proceed and detailed due diligence has been undertaken?
- By the advisory team sometime before the Client Engagement meeting?
- First draft Advice Paths are created from the firm's precedent library of Advice Paths?
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Question 2 of 7

2. Question
Q2 of 7: When drafting Advice Paths, the Timelines are determined based upon?
- Timelines are built purely upon each client's pressing issues
- Timelines are built upon the advisory team's recommended strategies
- Timelines are built upon existing workloads
- Timelines are built upon each client's most significant aspirations
- Timelines are built upon all of the above
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Question 3 of 7

3. Question
Q3 of 7: When drafting Advice Paths, the recommended high-level advice strategies come from where?
- The precedents from similar clients
- From the De-Brief Part 3 list of prioritised advice strategies
- From the client's Certainty Map completed during Discovery Meeting
- By the most senior adviser available
- By the team at Certainty Advice
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Question 4 of 7

4. Question
Q4 of 7: When drafting Advice Paths, the Certainty Topics and Signatures come from where?
- The client's Certainty Maps (i.e. Conversation Four of Discovery Meetings)
- The recording of the client's Discovery Meeting
- From the De-Brief Part 2 list of the Client's Certainty Topics
- The client's Signatures come from each client's Certainty Maps and the client's Certainty Topics come from the De-Brief Part 2
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Question 5 of 7

5. Question
Q5 of 7: When drafting Advice Paths, the Complexities come from where?
- The client's complexities come from their Certainty Maps (i.e. Conversation Five of Discovery Meetings)
- The client's complexities come from observations made by the 1st and 2nd Chairs who attended the Discovery Meetings
- The client's complexities come from the detailed fact find (i.e Conversation Eight of Discovery Meetings)
- The client's overt complexities come from their Certainty Maps (i.e. Conversation Five of Discovery Meetings) and their covert complexities come from observations by the 1st/2nd Chairs who attending the Discovery Meeting
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Question 6 of 7

6. Question
Q6 of 7: When drafting Advice Paths, the Advice Processes come from where?
- The advice processes and types of meetings for Advice Paths come from similar precedents with other clients
- Advice processes and types of meetings for Advice Paths come from similar client precedents but with particular attention to each client's unique complexities & advice priorities
- Advice processes and types of meetings for Advice Paths are based upon the client's fee
- Advice processes and types of meetings for Advice Paths are different for every client
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Question 7 of 7

7. Question
Q7 of 7: When drafting Advice Paths, the highlighted Value Priorities come from where?
- The highest priority aspiration is from each client's most significant aspiration (i.e. Discovery Conversation #6) and the highest priority complexity is from each client's most significant complexity (i.e. Discovery Conversation #5)
- The highest priority aspiration(s) and the highest priority complexity(s) is determined by the advisory team after considering all the prioritised complexities and aspirations
- The highest priority aspiration(s) and highest priority complexity(s) is determined by the 1st Chair adviser
- The Value Priorities are determine based upon the client's unique pressing issues
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CONSTRUCTING VALUABLE ADVICE PATHS

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Constructing Valuable Advice Paths

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