THE FINNOVATOR
Welcome to the Finnovator. This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what's in their heads to help other people improve their financial situation. I'll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
Listen on:
Episodes
Thursday Sep 28, 2023
Thursday Sep 28, 2023
Back in 2015 when I first connected with a UK adviser by the name of Alan Smith (Capital Asset Management), there is no way I could have foreseen the scale of what we would come to discuss in this latest Masterclass. Now approaching 20 years as principal of Capital Asset Management, Alan has done what many advisers aspire to; to create a business that runs without the need for him to be at the coalface providing advice. It is however what he’s done with the time he’s created for himself that is equally as impressive, building up a following of 11k with a systematic approach to creating engaging content that generates a lead per week, and being behind two finance Podcast; Bulletproof Entrepreneur & The Real Adviser Podcast (TRAP). In this Masterclass, I’m delighted to sit down with Alan and unpack how he engineered the practice that gives him the freedom to focus on marketing and the methods he used to build the kind of digital presence that very few advisers have been able to achieve. Join me live for this or in the event the antipodean-aligned timing doesn’t work for you, don’t you dare miss the replay on The Finnovator podcast.
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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 #fintech
Thursday Sep 21, 2023
Thursday Sep 21, 2023
Of all the models that make up our program, the Wealth Pyramid is the one that most program members down the years have ended up adopting in one way or another
It's a proven method for communicating with absolute clarity the journey you will take clients on, the advice stages along the way they can rely on you to help navigate, and the value you can provide
Whether you simply adopt it "as is" or use it or use it as a launching point for creating your own advice ethos model, this is the shortcut to demonstrating and communicating your value
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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 #newclientengagement
Thursday Sep 14, 2023
Thursday Sep 14, 2023
In this training module turned podcast, I'd like to take you into some of the challenging conversations that arise when you're advising others, including:
Conversations about fees
Conversations about value
Retention discussions
"Red carpet" exits
Conversations with "high touch" clients
I'd like to share with you some of the best approaches, templates, scripts, and proven methods for not just managing these conversations, but also turning them into a positive experience for yourself and in many cases for clients
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
Thursday Sep 07, 2023
Thursday Sep 07, 2023
To me, it seems like only yesterday that XY Adviser - now Ensombl - changed the way the financial services industry engaged.
In truth, it’s been nine years, and in this Masterclass I’ll be speaking to founder Clayton Daniel about the journey to date and what’s coming next. Clayton is someone I’ve always loved speaking to. His enthusiasm is contagious, his ambition is unbridled and his willingness to break new ground on behalf of the profession is utterly impressive.
In this podcast, we’ll retrace the steps to where it began and understand the journey from XY to Ensombl and the lessons learned en route. We’ll talk about how his role has evolved, the challenges along the way and where Ensombl is planning to drive change during the next stage of industry evolution.
Join me in what promises to be an enlightening journey into the cutting edge of advice in the digital age.
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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 #fintech
Thursday Aug 31, 2023
Thursday Aug 31, 2023
Let’s debunk common time management myths and explore strategies to reclaim your time effectively. We’ll focus on
eliminating unnecessary tasks,
gaining insight into your role, and
creating structure through effective planning.
Let's reclaim your time, maximize productivity and achieve great success in your business.
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
Thursday Aug 24, 2023
Thursday Aug 24, 2023
The background to this involves an aborted attempt to have lunch at a local pub, but that's a story for another time...
Whether you're looking to get clients to provide information more easily, improve turnarounds and decrease the time it takes to get things done for new and existing clients or just make processes run more smoothly, how to go about doing it is a key question to start with.
In this session, drawn from my coaching program curriculum, I'd like to walk you through how I approach optimising processes with my clients including:
The five strategies that are the foundation of all improvements,
What can and can't be most easily handed off or outsourced,
The key mistakes to avoid making when approaching this.
As always if you enjoy the podcast, please take a moment to leave a five-star review and let others know who The Finnovator is best listening for.
Join me and I'll introduce you to ways to improve efficiency you may never have even considered.
Thursday Aug 17, 2023
Thursday Aug 17, 2023
With the year it's been, it's time for something a little different, and something which I feel has the potential to really enhance your value proposition.I've asked Allan Gray's Julian Morrison & Chris Hestelow to join us and take a case-study-rich dive into the world of behavioural economics, exploring the science of decision-making and how to leverage this fascinating body of knowledge to help clients make smarter decisions.
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
Thursday Aug 10, 2023
Thursday Aug 10, 2023
Before you go anywhere trying to launch a client-facing app, portal or tool that you expect them to use, take some time to check out this training.
Launching any sort of hub isn't just about the technology.
The success of what you do will be defined by how well it's adopted both by your clients and importantly how you use it as a business to engage with clients.
In this training, I'll share with you the insight gained from Silicon Valley to help you craft a plan to make your client portal, app or hub a focal point for your business model that enables greater efficiency and better client outcomes.
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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 #finnovatorpodcast #financialadvice
Thursday Aug 03, 2023
Thursday Aug 03, 2023
Websites are something people can have a bit of a love-hate relationship with.There's always the question of:- what do you put in it,- which platforms you use,- how do you get the copyrightand all those other questions that can leave you stalled.That's my aim to answer all of them at this webinar.I'll be showing you the one thing that you must have on your website. Otherwise, it's really no point having it. The flow and formula to getting your content and copy correctly. And I'll be answering a bunch of questions from:- what plugins to use- what platform, and- how much you should really be spending.I ran this webinar because websites are just one of the things that you can't get away with not having any more but not having a good one can be just as difficult.
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
Thursday Jul 27, 2023
Thursday Jul 27, 2023
I’ve decided to take the Podcast in a new directionThey’ll still be the same interviews with amazing people we’ve done since 2020, but I’ve decided I want to share what I’ve been developing as a coach in terms of training content more widely.If you like where we’re heading - and I hope you do - I’d love it if you could do me a favour and leave a review of the podcast along with a comment about your experience listening to The Finnovator and who you’d advise to listen to it.
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 #finnovatorpodcast #financialadvice