THE FINNOVATOR

Apprentice Progression

Retaining clients is crucial for any successful business, and providing employees with the chance to progress and gain equity ownership is fundamental to developing strong relationships.
 
An effective way to do this is to provide clear development paths for employees with achievable goals and set timelines so they can gain the necessary skills to move forward.
 
Furthermore, having the principal of the business available to mentor and observe personnel can give them further insight into the operations of the company and help them to be successful.
 
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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

Mapping the Experience

Client experience has emerged as a significant opportunity for advice businesses to differentiate themselves in a market that has been notoriously resistant to differentiation.
 
In this training module, we're going to dive into the nuts and bolts of how to map out your client experience.
 
We'll do a stocktake of all of the client touchpoints available to you and I'll share a number that we have designed and templated over the years.
 
However, the prime output of this will be your ability to map out on a single page the year 1, year 2 and beyond experiences, you aim to deliver to your clients and begin the path to automating, systemizing and delegating the management of this.
 
If you, like so many advice businesses in the industry right now, see client experience as a major opportunity this will provide you with a great foundation to design a 5-star experience.
 
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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 Community 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 #clientexperience

Domino Plan

Traditional business planning is designed for only one  (wrong) purpose; giving banks what they need to make lending decisions.
 
Not helpful if what you really want is. a roadmap to achieve your goals!
 
A real "working" plan has a different purpose, and in this training, I'm going to show you how to create a one-page plan that will define clearly not just targets but also what you will do over the course of 12 months to achieve them.
 
A key element of Domino Planning is the approach to implementing projects, and I'm going to share the key insights that led me to adopt and use an approach that insists upon attacking your target projects one-at-a-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 #planning

End of Year Marketing 2022

We will walk you through our proven formula for priming your pipeline, debrief the year (and clean up all those loose ends), and set yourself up to enjoy the Christmas break totally disconnected from your business.
 
In this session, we'll get stuck into three done-for-you outreach strategies to:
engage any "lapsed" prospects who were silly enough not to engage you when they had the chance,
prime those clients who refer you their friends, family, and colleagues ahead of the social season, and
get in your strategic partners' thoughts for 2023.
 
Plus we're going to spread a little Christmas cheer to boot.
 
The strategies we'll run through are fast and easy to implement and are almost guaranteed to have prospects booked in your January schedule before we break.
 
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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 Community 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 #practicemarketing

Inspired Hiring 2022

Recruiting can be one of the best decisions you make, or the most costly. 
 
A wrong hire can cost a practice $250k in recruitment fees, wages, training time and lost opportunity - and that/s being conservative!
 
This is why when Geoff Smart's book Who: The A Method for Hiring identified in research that 50% of hiring decisions fail, it proved how important it is to get the process right.
 
Thankfully, they also mapped the process that results in a 90% success rate, and in this training, I want to walk you through it.
 
We'll cover:
the process of finding the right person, all the way from the beginning role scoping, 
how to conduct interviews the right way, and 
how to set the stage for your new hire to be motivated, engaged and ready to perform.
 
If you've ever got a hire wrong, or you're planning on recruiting soon, having a proven process like this is vital.
 
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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 #hiring

Active Referrals

Referrals from clients typically account for around a third of most practice's growth.
 
It's equally as true that most advisers exert only minimal control over the quality, quantity and frequency of when referrals happen.
 
In this session, I'd like to share with you the science behind client referrals and, in doing so, some proven methods for being able to generate more "active" referral flow.
 
In doing so, you'll come to understand:
The types of clients who will refer and those who typically don't, can't or won't,
How to get insight into why referrals have happened in the past, to stimulate it to happen more often in the future,
Three different ways to have referrals conversations that don't feel pushy,
The key information to track when seeking to get further valuable insight into what your clients may be telling others about you.
 
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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://audere.com.au/practice-success/
 
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

Accountability Academy

One of the most common reasons clients give for wanting to engage with coaching is to be "kept accountable".
 
Whenever I hear this, I usually push back. Accountability is in many ways a double-edged sword.
 
It absolutely can be the fuel for significant success, but if it's only being done to you it usually ends up feeling much like your mum reminding you to clean your room.
Not ideal...
 
The best kind of accountability comes from a mixture of external and internal, and in this training, I'm going to unpack the key insights into what accountability is, how to best leverage it to achieve the best outcomes, and how to ensure that you personally and your team can apply that accountability their own situation without the reliance on external factors
 
If you'd like to build a habit or a culture of getting things done and doing what you say you are going to do, understanding how accountability can help you achieve that will give you a definitive advantage.
 
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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://audere.com.au/practice-success/
 
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 #financialadvicefirms

5 Hour Work Day

For some time now there has been a discussion as to whether it might be possible to move to a different way of working than the standard 5-day, 40-hour week.
 
In this module, we're going to unpack a case study of a practice that moved across to a 5 hr advice day.
 
In 2017, collins SBA in Tasmania made the decision to move across to a working system where employees were invited to work 5 hours a day.
 
Be warned though; since this module was created Collins SBA moved back, so in many ways what you will watch here is as much about understanding the challenges that come with trying to adopt new working styles and how it may place different demands on your team.
 
With so many changes to the way we've worked recently and ongoing discussions about how work may need to change in the coming years, this case study may be an important dive into the true learnings from a financial services firm in Australia who made the leap, what they had to change, and what they learnt about the way people work best.
 
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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://audere.com.au/practice-success/
 
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 #productivity

Communication in Crisis

As many are finding out when clients need to be reassured it's you they will turn to. However, when you're finding yourself having similar conversations with those who do engage, it opens the door to the opportunity to assist those who perhaps aren't.In this special training, we're going to be revisiting our Client Engagement Blueprint marketing and communications system for existing clients in the light of current events, to explore:
Finding the right medium and style of communication that will allow you to do this more easily than you are now,
Deciding the right frequency, and how to find topics that will deliver value, often simply by drawing upon your day to day
The frameworks and models to make it easier, and the tools to deliver
How to just do it and get started
The opportunity of nailing your comms right now it having clients look back at how you kept them informed when it was needed, sharing your insight with friends, doing the same with strategic partners and seeing your reputation grow,
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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://audere.com.au/practice-success/
 
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 #businesscoachingforadviceprofessionals

Authority Marketing for Professional Experts

Let's get deep into the topic of building a strong audience in the online space.
 
Whether your platform is Facebook, Instagram or LinkedIn or any other platform that enables you to connect with others en masse, the game that you are likely to want to play is called Authority Marketing.
 
This is a well-worn playbook, and in this training, I'm going to lay out the rules of the game if your goal is to put yourself front and centre of an audience who may be seeking out your advice and build a following over the long term.
 
In doing so we're going to unpack some real-life case studies of where authority marketing has been used outside and inside our industry, to show how this works in practical terms.
 
This isn't a module for everyone.
 
However, if you want to go to the next level with your digital marketing and build a personal and business brand known far and wide, this is a great introduction to the marketing you will need to master to make it happen.
 
 
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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://audere.com.au/practice-success/
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