THE FINNOVATOR

The Future of Scalable Advice: Insights from Nigel Baker & Scientiam

Exploring innovative strategies in technology and general advice to engage clients not ready for full financial advice.
 
For those interested in providing advice in a scalable way to those not ready for full advice, you'll want to hear Nigel Baker tell the story of Scientiam.
 
He's one of a number of people in the industry, myself included, who believe the next major innovative leap forward will come from finding ways to provide advice more scalably across the entire ecosystem, thereby making it more mainstream accessible.
 
Like many who find themselves playing in the innovation space, Nigel's views on where the future lies are driven by his experiences in building a traditional advice practice, which he has done very successfully with Arch Capital.
 
Scientiam, a digital advice platform powered by general advice, is very different from anything else out there and came from what we call in the tech space "scratching your itch", recognising that Arch didn't have an offering for those not yet at a stage in life where financial advice was viable but would benefit from being able to do a few things better.
 
I know this is a hot topic for many businesses out there.
 
Many of you have been looking to solve this problem in numerous ways, from providing education programmes to seeking to streamline, but Scientiam does this in a truly scalable way.
 
Understanding the journey that Nigel and his team have been on to build it, the lessons learned along the way about what does and doesn't work, and, importantly, getting a sense of the kind of add-on solutions that can be available to every practice out there to solve an issue that has prevented more from getting advice will be invaluable.
 
Join us live for this masterclass so you can get involved in the discussion and ask the questions you want.
 
Alternatively, look out for it on the podcast and YouTube the week after.
 
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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

From Swamped at Sachs to a startup in Sydney. The birth of Brieff with Kate Shanahan

Kate Shanahan's story is one that spans the globe, and I'd really love you to come along and hear it.
 
Kate is the founder of Brieff.io, a technology platform designed to help advisory firms deliver a better quality business advisory service to their clients.
 
Over the past year and a half, they've been able to roll out the solution to 50 clients, and she's at the cutting edge of the race to implement effective client portals in a business.
 
However, more so than just the solution itself, which is excellent, Kate's story is a classic tale of making a decision to follow the entrepreneurial path rather than the corporate one and overcoming the challenges that any new business start-up must in order to go from zero to one.
 
For those of you who enjoy understanding stories from deep within the belly of the tech start-up experience, this is also going to be a very interesting exploration of what it takes to get traction with your offer, get on a growth path and solve the myriad of issues that arise when you're trying to launch something brand new into an established market.
 
Experience the story and get your questions answered along the way.
 
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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

Network Mastery

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

Roleplay Mastery

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

Musk Method

If there's one thing we can all agree on; it's that Elon Musk has made quite an impact on the world.
 
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

Building A More Efficient Practice with David & Leasa McLean

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

Marketing Metrics 2023

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

Masterclass with Ilana Wechsler

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

Metrics That Matter

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

Procrastination Buster

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