THE FINNOVATOR

Focus Formula

Back in 2018, I read a book that changed my view of how to approach business planning forever.
 
That book was called The One Thing by Gary Keller.
 
Before TOT, I'd approached planning like many people did, identifying the two or three projects I would try and get done over the next 3 months.
 
After TOT, I realised that this was not the best way to achieve results and instead a more focused approach was born.
 
If like me you've tried many many ways of becoming more productive and still find yourself looking for something that is both effective and simple , this session will give you insight into how choosing to focus on fewer things can be the answer to getting more done.
 
 
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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/
YouTube:  https://www.youtube.com/playlist?list=PLSp3JMJqlQj8_71bYXFx80LK8hIkGq9lx
 
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 #endingtheyear

Teflon Financial Coaching

This training was created at a time when cash flow coaching was becoming an increasingly attractive proposition for certain types of advice businesses working with certain types of clients.
 
Despite what was at the time a belief need for this service, in truth coaching and advice are sufficiently different enough to justify a deeper look into what it takes to deliver a profitable and sustainable proposition in this coaching space.
 
One of the most important elements we explored was also pricing.
 
Of all the misjudgments businesses can make when it comes to financial coaching, what to charge is a big one. That's why in this session we cost it out exactly what it would take to deliver this proposition to the end-client.
 
If you considered offering financial coaching to clients, you'd like to or you've had a crack at it but couldn't quite work out where it didn't work for you, this training may give you a really good insight into what it takes in order to be able to offer this service and, importantly, who it is best done for and who most definitely shouldn't be your coaching client.
 
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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 #endingtheyear

End of Year Engagement

 Each year at the end of every year, I run a series of three training sessions with program members to help them finish the year on a high.
 
The truth is the training is more about starting the new year fast and enjoying some well-earned time off!
 
One of the key habits is a focus on end-of-year engagement.
 
In this training, I'll unpack the marketing you can do as the year comes to an end to existing clients, partners and importantly "lapsed" prospects who may have engaged with you but not moved forward.
 
In doing so, I'll show you how end-of-year engagement can be one of the best opportunities to set up the perfect start to the coming new 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 #endingtheyear

Eisenhower Matrix

Sometimes it's hard to know what to focus on first, which is where this training may come in useful.
 
The Eisenhower Matrix was created by President Eisenhower (yes, the very same) as a means of prioritising.
 
It's a habit that I've found very useful to apply whenever I have a long list of tasks that need to get done, or when I need to delegate but I'm not clear about what to hand over first.
 
If you can see value in a habit to help you get clear on where to spend your time, the Eisenhower Matrix could be the missing piece in your productivity puzzle.
 
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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 #productivity

Small Giants with Sam Carroll

Sam Carroll has passed many milestones on his path to growing Talem Wealth.He’s transitioned from an old way of doing things to the new, invested time and effort into systemising to create a highly profitable operation, and is one of a new breed of practices partnering to form a new type of Licensee - in this case, Walker Lane - based more on common purpose rather than brand.That's not to say there haven't been a fair few challenges. Like most advice firms over the past five years, they've been battered by legislative change, lockdowns, resourcing and more, so there's plenty to talk about.In this session we'll explore:
How they have focused on creating systems that allow them to deliver valuable advice and be profitable enough to reinvest in growth,
The transitions they've made and how they approached them,
How the Walker Lane alliance came into being and why they believe this model has worked for them,
Where they see the industry headed for firms who want to stay deliberately boutique and how they're facing the future.
This Masterclass will be a boon for anyone on their own growth journey to building a small but highly profitable practice.
 
 
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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

Is the Era of the Small Practice at an End?

Are small financial advice practices becoming obsolete?
 
In this episode of The Finnovator, business coach Stewart Bell explores the trend of small practices being acquired by larger firms.
 
While challenges exist, Stewart believes that the era of the small practice is not at an end. With a focus on specialization, niche offerings, and profitability, small practices can still thrive in the industry.
 
Discover why size doesn't determine success in this thought-provoking episode of The Finnovator.
 
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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

Pricing

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

First 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

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

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