THE FINNOVATOR

In this live training, we will dive into the world of networking and help you analyze, optimize, and improve the quality of your professional network.

 

Whether you're looking for client referrals, and partnerships, or just want to better leverage your social media reach, we'll help you identify the quality of your existing network, who's part of it and who isn't, and create a plan of action for connecting with the right people. Even if you consider yourself a natural introvert.

 

By the end of this session, you'll have a clear understanding of how to build and maintain a high-quality professional network that will drive your success in 2023.

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

Join our Free Best Practice Portal here > https://success.audere.com.au/

To know more about what I do, visit our website: https://audere.com.au

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

YouTube: https://www.youtube.com/@stewartbell

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice

Bruce Lee is supposed to have said, "I do not fear the man who knows a thousand punches. I fear the man who has practiced one punch a thousand times..."

 

When it comes to mastering the engagement of new clients, practice absolutely makes perfect.

 

However, you may not be surprised how few take time to hone their skills in a "friendly-fire" environment.

 

In this training, I will show you how to structure your roleplay to make it easier for you to develop the skills needed to improve your new client outcomes.

 

If you have shied away from role-playing in the past or never really known how to approach it in a structured manner, this training will give you the advantage that will lead you to mastery sooner.

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

Join our Free Best Practice Portal here > https://success.audere.com.au/

To know more about what I do, visit our website: https://audere.com.au

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

YouTube: https://www.youtube.com/@stewartbell

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice

 

Poking under the bonnet of his success, you find some traits that can be attributed to at least some of his success.

 

Personally, I'm not quite sure I'd want to be him but I'm pretty sure I'd like to borrow at least some of his ability to get it done.

 

In this training, we're gonna dive into some of the key productivity principles that underline his incredible work ethic.

 

Whilst your goal might not be to run 4 companies at the same time or send someone to Mars, there's plenty that can be applied to your own working style to make it easier to get more done in less time.

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

Join our Free Best Practice Portal here > https://success.audere.com.au/

To know more about what I do, visit our website: https://audere.com.au

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

YouTube: https://www.youtube.com/@stewartbell

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice

Efficiency is a key focus for most practices at the moment, particularly those driven to work with their target market at a price point that works for everyone.  

 

In this Masterclass, I'm delighted to speak with David & Leasa McLean of Titan Financial Planning.  Based in the NSW Central Coast, this was one of a number of goals we started working towards in 2022, with the goal to be able to create efficiencies in the back office that would reduce cost and capacity pressure, whilst enabling them to grow revenue and work with more clients.  

 

Along the way, David & Leasa has undertaken acquisition, wrestled with changes in licensing arrangements and implemented new pricing and service models, which makes what they have achieved all the more satisfying.  

 

This Masterclass will be great for anyone keen to get in under the DNA of a growing firm working with "strivers" and unpack what it takes to achieve sustainable growth.  

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

 

Join our Free Best Practice Portal here > https://success.audere.com.au/

 

To know more about what I do, visit our website: https://audere.com.au

 

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

YouTube: https://www.youtube.com/@stewartbell

 

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

 

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice

In this live training, we're going to explore the exciting world of marketing metrics and how they can help you track your success in digital, referral, and partnership marketing.

 

We'll help you:

decipher the full scope of metrics at your disposal,

diagnose areas for improvement, and

create a simple dashboard to provide you with a key feedback loop for your marketing activities in 2023.

 

By the end of this session, you'll have a clear understanding of how to use metrics to drive your marketing success and take your efforts to the next level.

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

Join our Free Best Practice Portal here > https://success.audere.com.au/

To know more about what I do, visit our website: https://audere.com.au

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

YouTube: https://www.youtube.com/@stewartbell

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

 

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice

Generating leads from paid digital advertising has become more of an opportunity than ever before for advice firms, and in this Masterclass we're going to dive into the topic and really explore how to make it work.

 

When it comes to Google Ads, Facebook advertising, SEO, YouTube and more, making this work for your practice hasn't always been easy, which is why I wanted to introduce you to Ilana.

 

Ilana is the founder of Green Arrow Digital and the creator of the Teach Traffic training program. She's been generating ROI for her agency clients for over a decade and, most importantly, she's someone who knows how to do it for advice firms. (Trust me when I say this is not a common thing).

 

Part of the reason for this, beyond being a Data Analyst, is that she spent ten years working in the financial services industry. That means unlike most who do what she does, she actually understands both sides of the equation.

 

Join me for what will be a masterclass and a great way to start the year.  

 

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

 

Join our Free Best Practice Portal here > https://success.audere.com.au/

 

To know more about what I do, visit our website: https://audere.com.au

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

YouTube: https://www.youtube.com/@stewartbell

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice

What gets measured… …gets managed

 

What will you get from successfully implementing? In this training, you'll learn how to:

Develop a Clear Framework: Understand and implement a framework that outlines the 8 core functions or departments of a business, clarifying the purpose of their activities. This aids in organisational clarity and effectiveness.

Identify Core Systems: Pinpoint 10-18 essential systems (groups of processes) crucial for the future success of the business. These systems will need to be systematised and have clear ownership.

Define Measurable Outcomes: Establish specific, measurable outcomes for each core system to serve as key metrics for management information.

Foster Team Ownership: Learn strategies to engage and empower your team to take ownership of processes and systems, crucial for scaling and leadership development.

Understand Systemisation: Grasp the importance of systemisation in the growth and scaling of a business, moving from being heavily reliant on the principal to a more distributed leadership model.

 

This is without doubt one of the most important modules in the program for firms seeking to break through the journey to scale from systemisation to team, to lead and beyond. It’s a truly transformation process.

 

Join me.

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

Join our Free Best Practice Portal here > https://success.audere.com.au/

To know more about what I do, visit our website: https://audere.com.au

 

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

YouTube: https://www.youtube.com/@stewartbell

 

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #masterclass

When it comes to achieving great financial outcomes, getting started sooner is a major contributor to long-term success.

 

That's why procrastination can be such a dangerous thing when onboarding a new client.

 

Each delay in getting back information, providing paperwork or any of those other small tasks that need to happen to put a plan into action increases the likelihood of advice not being implemented in a timely manner.

 

However, procrastination isn't a simple thing. The root causes are often complex and personal.

 

In this training, I'll share a model for diagnosing the causes of procrastination and importantly help you to identify the best course of action for each specific and often unique situation.

 

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

Join our Free Best Practice Portal here > https://success.audere.com.au/

To know more about what I do, visit our website: https://audere.com.au

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

YouTube: https://www.youtube.com/@stewartbell

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice

One of my goals for 2024 is to be able to bring to your attention only the very best fintech and practice tech.

In other words, the tools that can help.  

 

In late 2022 I sat down with the development team at Atlis Technologies to talk about their all-in-one practice CRM, MOAS.

 

Fifteen months later, they have evolved MOAS to such a degree it's time to talk again.  Their development pathway is also an outlier.

 

Where most financial planning software tends to launch lean and with only the most basic functionality, they have already spent over four years launching and evolving this in the Wealthmed business, overcoming the many hurdles that I know those of you with larger, multi-disciplinary businesses will empathise with.  

 

What they've developed is a tool that can generate & template advice, track workflow, provide a single source of client data, calculate fees and provide an insightful dashboard of business operations across lead generation, new client engagement, review delivery, revenue trends and compliance.

 

Meanwhile, the team's devotion to UX (user experience) means it is intuitive to use and looks simple.  

 

If you'd like to know more about it, you can do so [here] & [here]  

 

If you'd like to take a good, long look inside how it's been created, how it works and...

 

why the team can claim it halves the time to deliver advice.

 

Join me.

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

 

Join our Free Best Practice Portal here > https://success.audere.com.au/

 

To know more about what I do, visit our website: https://audere.com.au

 

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

YouTube: https://www.youtube.com/@stewartbell

 

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

 

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #masterclass

The concept of "elite" performers doesn't always sit well with all of us,  but in truth, there are those who demonstrate levels consistent levels of performance beyond that of most.

 

That performance can also be at least partly traced back to the certain habits and behaviours those performers embrace more as well.

 

In this training I seek to put aside any preconceptions I have about the idea of "elite", and instead seek to understand what footprints success leaves behind that can be imitated to achieve better outcomes for all.

 

If you're looking for an edge to help you achieve a higher level of success, let's dive into the most common traits that separate high performers from the rest.

 

 

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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

Join our Free Best Practice Portal here > https://success.audere.com.au/

To know more about what I do, visit our website: https://audere.com.au

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

YouTube: https://www.youtube.com/@stewartbell

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice