THE FINNOVATOR

Reuben Zelwer is one of a number of advisers I I feel genuinely blessed to have worked with. As well as being an award-winning adviser, he's also one of those people who spends his time thinking about his clients and their situations more than most. It's not just a job for him, it's something he takes personally.
When he embarked on solving the issue of how to market Adapt Wealth better, he asked similar questions we all do. What's the best medium? How to get it out there? What should be his message? How to make it effortless?
This journey has lead to a place where he found his voice. As the host of the Finance Hour radio program and Podcast, Reuben has built a body of intellectual property and an audience based on simply being himself and sharing his expertise.
In this episode of The Finnovator, I chatted to Reuben about what he's learnt in making it happen, the behind the scenes systems he's built to make it simple, how he's approaching leveraging it all and the challenges along the way.
If you'd like to get insight into how to expand your marketing efforts into spaces few advisers are playing in, as well as understanding the nuances of how to structure your output and focus on connecting your expertise with the right audience, you should find this enlightening.
 
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If you haven't heard from Kim of 9Rok; she's one of those people that just has the ability to pinpoint what it is about you, your business and what you do that makes the difference.
In this episode of The Finnovator, we talked about her work with what she's called her "Value Formula"; four steps she takes clients through to have them mastering their own value proposition.
With all that's going on in the industry, I think the hour spend with Kim will be a real boost for anyone looking to get really really clear on how to respond to that question "What is it you do that makes such a difference?".
 
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What would you do if you got the chance to start afresh?
What would you change? Chris Yena set out to create a business that could run without him having to see clients, and that's exactly what he's done.
In this episode of The Finnovator, I chatted to Chris about:
how he built his business Warrringal FS to run without the need for him to see clients,
his dedication to systemising everything and making XPlan dance to his own tune,
what he's learnt along the way from being part of the industry over the last three decades.
If you value straight-talking insight into how to build a business where you can play from the back - a Sweeper System, as it's known in football - then enjoy the insight.
 
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Rhett Das is one of a new breed of compliance experts in our industry, operating in the independent space and working with businesses who want to know not just about licensee standards, but about the broader legislative framework.
If that all sounds a bit dry, it needn't be because Rhett is also an expert on charting the middle way for businesses; that beautiful sweet spot between running a highly profitable business, and also making sure that you're taking all the boxes when it comes to the requirements.
In this episode of The Finnovator, we covered:
The evolution of compliance.
What's going on with ongoing service models, and
Questions to help to clarify exactly what is the status quo when it comes to being able to navigate the compliance landscape and come out smelling of roses.
Enjoy!
 
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I feel like I've known Greg Cook for at least as long as I've been an independent consultant, both in speaking with him at the time and having the opportunity to work with him.
But the one thing I know about Greg is not only is he a very successful business owner. There's a certain way that he does it and it seems at times effortless, although I'm sure it's not.
In this episode of The Finnovator, I talked to Greg about the lessons he's learned in punching through what I would call the dangerous middle, that space that advice businesses can get stuck in between having a lifestyle business and having a truly large multi-staff and scalable firm.
Everything from:- delegating to staff - Getting your pricing right - M&A and business valuations - And most importantly, how the journey has changed for him as he's gone from small business to medium business. and now to where he is.
If you're interested in understanding the path that lies between a small business, and something truly great this will be a real doozy.
 
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Paul Feeney is someone whose counsel I really value. If you don't know him by name, you may know about his creation, Map My Plan, which was one of the first fintech tools to play in the self-service advice space.
And when I say "self service", I"m not talking about robo advice investment managers pretending they're full advice, I"m talking about giving people the tools to literally create their own compliant financial plan.
But what I loved about talking to Paul wasn't just his experiences with success in social media (which he talked openly about), or successfully gettting ASIC to change it's directives about online advice, it's the passion he has for what we all want to see; advice becoming more accessble for more people.
I hope you enjoy listening as much as I enjoy talking to Paul.
 
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Ben Elliot knows how to help people conquer their mindset. He's helped me, and many others on the program and beyond who've reached out to him. '
As a Performance Coach he specialises in helping professionals remove blocks that help them achieving more and managing the mindset required to deal with it when they get there.
But in case you think you've heard it before, you haven't. Ben has a very specific skillset that makes him especially effective and as anyone who has worked with him knows, he gets results fast.
In this episode of The Finnovator, we delved into all things mindset and, as well as coming out with some nuggets to improve personal performance, he also provided tips on how to help clients achieve more of they financial goals too.
 
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What Chris Wrightson doesn’t know about maximising the value of a business probably isn’t worth knowing. He’s sold literally hundreds of advice firms and was one of the brains behind the iPac model.
In this episode of The Finnovator, we talk what it takes to build a practice that is seen as a super asset, and what it looks like to be the principal of such a firm, so you can take the info and chart a path to making your firm a saleable, humming machine.
 
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Have you ever met somebody who just seems to be so successful across such a number of different areas that you're intrigued at how they got that way?
Andrew Rocks is someone that is best described as a polymath of the financial planning business.
When I flew to the Philippines last year, Andrew was one of the first person I spoke to at the event and it opened up a conversation that seems to just go so many places.
He's been a successful financial planning entrepreneur in many ways. He's deeply involved in software, plays the guitar and a whole bunch more. I just knew that when it comes to how to build an advice business that is highly valuable at scale and understand what's going on at the cutting edge of tech advice, Andrew is just one of those persons that it pays to listen to.
In this episode of The Finnovator, we dived deep on all of those topics and more.
Enjoy!
 
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In June I'll have the pleasure of working with the team at Netwealth to run a second webinar with them, but I wanted to share the results from our last session, all about that key issue I love to work with firms on; building a scalable model.The session attracted an awesome audience of 170, and we went deep on why financial professionals have so much to leverage from applying a 'Silicon Valley mindset' when it comes to finding those big ideas to help efficiently scale practices.Topics covered included:
How to outsource via freelancers and virtual assistants.
Creating a better on-boarding sequence
Strategies to construct more scalable service offers.
Setting up better record keeping methods.
How to start using technology and stop technology using you.
For those of you within our Leveraged coaching program, you'll recognise some of the key concepts. For the rest of you, I hope you enjoy this episode of The Finnovator.
 
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