THE FINNOVATOR

By audereBusiness Marketing Management

THE FINNOVATOR episodes

October 25, 2023Pricing
In this live training, we're going to:
take a deep dive into your fee model and help you identify whether the profit drivers within your practice have shifted and may require a review of your pricing strategy.
touch on the processes, systems, and service delivery model underpinning it all and
provide simple ways to create greater levels of fee confidence when presenting fees to clients.

By the end of this session, you'll have a clear understanding of how to optimize your fee model for maximum profitability and present your fees with confidence to your clients in the coming 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/

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/

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 #pricing
59 min
October 18, 2023First 90 Days
The first 90 days of you working with a client provide you with the opportunity to do a number of things that will have huge benefits to your business over time.

It's during this time that clients are in their most receptive phase. They've engaged with advice, feel positive about the decision they've made, and in many ways are malleable to being taught the best way to work with you.

In this training, I will unpack:
how to ensure during this initial period you can teach clients how to engage with you best,
inform them of what they need to know when they need to know it,
and importantly excite them about the journey ahead.

If you'd like to be able to roll out the red carpet to your new clients every single time and set yourself up for an outstanding relationship with advice, this training will lay out exactly how to do it.

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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/

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/

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 #clientonboarding
1 hr 16 min
October 11, 2023 Client Survey System
Most of us have at one time or another wanted to know how clients and prospects view our business, our advice and what we deliver.

Most of us agree that being able to get feedback that either confirms what we believe or provides fresh insights is hugely valuable.

One of the challenges has always been how to get this information in an efficient and effective manner.

In this training, I will walk you through a simple system for designing client surveys and delivering them in such a way that ensures you get responses.

If you're ready to make gathering key insights from your clients part of your business's DNA, this training will show you how.

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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/

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/

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 #clientexperience
29 min
October 04, 2023 Complete Marketing System
When it comes to your clients, I want you to be their primary source of financial information and insight without that having to mean 100 phone calls every month!

In this training module, I'll show you how to craft a marketing and communications system that enables you to deliver high-value personal content to existing clients on a regular basis.

I will show you how to step away from the newsletter-style approach that simply doesn't deliver anything like the value you're capable of.

If (like many) you've found not knowing how to approach it, what to write about and how to structure the content as being something to hold you back, I'd like to fix that.

I'm going to show you how to deliver great content to your existing clients in a fraction of the effort that you may have previously had to expend.

Every business should have a complete marketing system.

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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/

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/

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 #practicemarketing
1 hr 15 min
September 27, 2023 Building Digital Influence with Alan Smith
Back in 2015 when I first connected with a UK adviser by the name of Alan Smith (Capital Asset Management), there is no way I could have foreseen the scale of what we would come to discuss in this latest Masterclass. Now approaching 20 years as principal of Capital Asset Management, Alan has done what many advisers aspire to; to create a business that runs without the need for him to be at the coalface providing advice. It is however what he’s done with the time he’s created for himself that is equally as impressive, building up a following of 11k with a systematic approach to creating engaging content that generates a lead per week, and being behind two finance Podcast; Bulletproof Entrepreneur & The Real Adviser Podcast (TRAP). In this Masterclass, I’m delighted to sit down with Alan and unpack how he engineered the practice that gives him the freedom to focus on marketing and the methods he used to build the kind of digital presence that very few advisers have been able to achieve. Join me live for this or in the event the antipodean-aligned timing doesn’t work for you, don’t you dare miss the replay on The Finnovator podcast.

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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/

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/

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 #fintech
1 hr 12 min
September 20, 2023 The Wealth Pyramid
Of all the models that make up our program, the Wealth Pyramid is the one that most program members down the years have ended up adopting in one way or another

It's a proven method for communicating with absolute clarity the journey you will take clients on, the advice stages along the way they can rely on you to help navigate, and the value you can provide

Whether you simply adopt it "as is" or use it or use it as a launching point for creating your own advice ethos model, this is the shortcut to demonstrating and communicating your value

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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/

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/

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 #newclientengagement
10 min
September 13, 2023Difficult Conversations
In this training module turned podcast, I'd like to take you into some of the challenging conversations that arise when you're advising others, including:
Conversations about fees
Conversations about value
Retention discussions
"Red carpet" exits
Conversations with "high touch" clients

I'd like to share with you some of the best approaches, templates, scripts, and proven methods for not just managing these conversations, but also turning them into a positive experience for yourself and in many cases for clients

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

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/

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
1 hr 6 min
September 07, 2023 Assembling Ensombl with Clayton Daniel
To me, it seems like only yesterday that XY Adviser - now Ensombl - changed the way the financial services industry engaged.

In truth, it’s been nine years, and in this Masterclass I’ll be speaking to founder Clayton Daniel about the journey to date and what’s coming next. Clayton is someone I’ve always loved speaking to. His enthusiasm is contagious, his ambition is unbridled and his willingness to break new ground on behalf of the profession is utterly impressive.

In this podcast, we’ll retrace the steps to where it began and understand the journey from XY to Ensombl and the lessons learned en route. We’ll talk about how his role has evolved, the challenges along the way and where Ensombl is planning to drive change during the next stage of industry evolution.

Join me in what promises to be an enlightening journey into the cutting edge of advice in the digital age.

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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/

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/

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 #fintech
1 hr
August 30, 202310-Hour Time Reclaim Formula
Let’s debunk common time management myths and explore strategies to reclaim your time effectively. We’ll focus on
eliminating unnecessary tasks,
gaining insight into your role, and
creating structure through effective planning.

Let's reclaim your time, maximize productivity and achieve great success in your business.

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

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/

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
1 hr 10 min
August 23, 2023Friction-Less Processes
The background to this involves an aborted attempt to have lunch at a local pub, but that's a story for another time...

Whether you're looking to get clients to provide information more easily, improve turnarounds and decrease the time it takes to get things done for new and existing clients or just make processes run more smoothly, how to go about doing it is a key question to start with.

In this session, drawn from my coaching program curriculum, I'd like to walk you through how I approach optimising processes with my clients including:
The five strategies that are the foundation of all improvements,
What can and can't be most easily handed off or outsourced,
The key mistakes to avoid making when approaching this.
As always if you enjoy the podcast, please take a moment to leave a five-star review and let others know who The Finnovator is best listening for.

Join me and I'll introduce you to ways to improve efficiency you may never have even considered.
1 hr 8 min