THE FINNOVATOR

By audereBusiness Marketing Management

THE FINNOVATOR episodes

April 06, 2020Applying a Silicon Valley Mindset
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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1 hr
April 06, 2020 122 Clients in 12 Months with Daniel Brown
If you've ever doubted whether social media can generate new business for advice firms, Daniel Brown is about to blow those thoughts into last week.

As Founder, CEO and award-nominated adviser at Newcastle Financial Planning Group, Daniel isn't a marketing consultant with great ideas. He's a practitioner who built his practice from the ground up and made a call very early on that he would be the one to mastering the marketing game.

And master it he has.

When we caught up in Cebu, very early on in the conversation I realised that I was talking to someone who had two extremely valuable skillsets: understanding the business of advice and understanding how to market it online.

The results speak for themselves. In the last 12 months alone, his marketing efforts - spanning weekly content marketing (blogs), marketing with strategic partners, rebranding, Adwords and more - have resulted in 122 new clients and $1.2m in revenue.

In this episode of The Finnovator, Daniel and I explored how he did it, by talking what it is he does differently that has made such a significant difference and the secrets to mastering one of the most important skills any adviser ready to make the mindset shift to entrepreneur-who-happens-to deliver-great-advice must make.

Join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/
1 hr 1 min
April 06, 2020Master of Reviews with James Willamson
What would you do if you wanted to master something in a short space of time? If your answer is to do more of it as soon as you can, you'll be thinking the way James Williamson was when he decided to become Master of his Review system.

Some people might look for help to deliver 160 reviews in 12 months, but Millhaven head honcho James Williamson took a different tack and designed, implemented and optimised a way of making his Review process not just an experience that clients wanted to be involved in, but something where much of the backstage work was done by others.

In this episode of The Finnovator James and I explore how he:
Built his repeatable Review process to be an experience that enabled him to deliver high impact financial insight to his clients.
How he structured the setup and packup process to hand off to his pit crew.
The technology he used to enable it all and the models and frameworks that helped.

We'll also dive into the detail around how he increased total business revenue by 15% whilst doing it and got back 2 hours a week.

If you're ready to master your Review, then come get insight from someone who already has.

Join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/
1 hr 23 min