April 06, 2020

Applying a Silicon Valley Mindset

59 minutes

In June I'll have the pleasure of working with the team at Netwealth to run a second webinar with them, but I wanted to share the results from our last session, all about that key issue I love to work with firms on; building a scalable model.

The session attracted an awesome audience of 170, and we went deep on why financial professionals have so much to leverage from applying a 'Silicon Valley mindset' when it comes to finding those big ideas to help efficiently scale practices.

Topics covered included:

How to outsource via freelancers and virtual assistants.

Creating a better on-boarding sequence

Strategies to construct more scalable service offers.

Setting up better record keeping methods.

How to start using technology and stop technology using you.

For those of you within our Leveraged coaching program, you'll recognise some of the key concepts. For the rest of you, I hope you enjoy this episode of The Finnovator.

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By audere