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.
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Episodes
Apr 6, 2020
Apr 6, 2020
1 hr 6 sec
If you've ever doubted whether social media can generate new business for advice firms, Daniel Brown is about to blow those thoughts into last week.As Founder, CEO and award-nominated adviser at Newcastle Financial Planning Group, Daniel isn't a marketing consultant with great ideas. He's a practitioner who built his practice from the ground up and made a call very early on that he would be the one to mastering the marketing game.And master it he has.When we caught up in Cebu, very early on in the conversation I realised that I was talking to someone who had two extremely valuable skillsets: understanding the business of advice and understanding how to market it online.The results speak for themselves. In the last 12 months alone, his marketing efforts - spanning weekly content marketing (blogs), marketing with strategic partners, rebranding, Adwords and more - have resulted in 122 new clients and $1.2m in revenue.In this episode of The Finnovator, Daniel and I explored how he did it, by talking what it is he does differently that has made such a significant difference and the secrets to mastering one of the most important skills any adviser ready to make the mindset shift to entrepreneur-who-happens-to deliver-great-advice must make.
Join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/
Apr 6, 2020
Apr 6, 2020
1 hr 22 min
What would you do if you wanted to master something in a short space of time? If your answer is to do more of it as soon as you can, you'll be thinking the way James Williamson was when he decided to become Master of his Review system.Some people might look for help to deliver 160 reviews in 12 months, but Millhaven head honcho James Williamson took a different tack and designed, implemented and optimised a way of making his Review process not just an experience that clients wanted to be involved in, but something where much of the backstage work was done by others.In this episode of The Finnovator James and I explore how he:
Built his repeatable Review process to be an experience that enabled him to deliver high impact financial insight to his clients.
How he structured the setup and packup process to hand off to his pit crew.
The technology he used to enable it all and the models and frameworks that helped.
We'll also dive into the detail around how he increased total business revenue by 15% whilst doing it and got back 2 hours a week.If you're ready to master your Review, then come get insight from someone who already has.
Join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/