THE FINNOVATOR

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

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.
 
======================================================================
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

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.
 
======================================================================
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

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

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

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.
 
======================================================================
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

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