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THE FINNOVATOR
audere
82 episodes
3 months ago
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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Management
Business,
Marketing
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All content for THE FINNOVATOR is the property of audere and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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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Management
Business,
Marketing
Episodes (20/82)
THE FINNOVATOR
Success by Design with Scott Aggett
None of us want to believe that nice guys finish last, which is why you should come and join me for this masterclass with Scott Aggett.     Scott and I have known each other for a long, long time. Long before I was a business owner, but when he already had been for some time.     Scott has had an incredibly successful and varied career for someone as young as he is. Started in the eastern suburbs, where he ran 2 Belle property agencies, followed by a journey into startup land with Hello Haus when a lifestyle change took him to the Gold Coast.     Now, he's taking it to the next level with a way of helping people get into the property market that is truly innovative.     I've had the opportunity to know Scott personally and also work with him professionally, and I can say this about him as an individual.     He is someone who others gravitate towards, a master negotiator and skilled student of human behaviour.     One of those entrepreneurs who has done it multiple times, just to prove it's not been fluke, and has a network that puts most of us in the shade.     In this Masterclass, Scott and I are going to sit down and talk about everything from     building a successful business in a competitive market,     what it takes to stand out to the people you want to attract,    how to start from the ground up and do something truly innovative,     what master negotiators do differently, and     how to build a world-class network.      What Scott does is truly unique, and that's one of the reasons why, when I wanted to buy my office, he was the first person I called to ask him to close the deal. More than that, every time I speak to him, I learn a little bit more.  If you've ever been presented with the idea that nice guys finish last, join me and find out that it's just not the case.     ====================================================================== 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    
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3 months ago
1 hour 18 minutes 5 seconds

THE FINNOVATOR
First Class Client Experience with Kelly McLean (Wealthmed)
Learn from a First-Class Cabin Crew Trainer   Join Kelly McLean of WealthMed, who has over 20 years of experience in training first-class cabin crew, as she shares her insights on implementing a five-star, $25,000-a-ticket experience within the WealthMed framework.     In this session, we will unpack: What is taught to deliver a five-star experience How Kelly has implemented these principles at WealthMed, leading to a seven-figure business    Don't miss this opportunity to learn from Kelly's expertise and gain a competitive edge in client experience, especially during challenging market conditions.   ====================================================================== 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
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4 months ago
50 minutes 37 seconds

THE FINNOVATOR
The Future of Scalable Advice: Insights from Nigel Baker & Scientiam
Exploring innovative strategies in technology and general advice to engage clients not ready for full financial advice.   For those interested in providing advice in a scalable way to those not ready for full advice, you'll want to hear Nigel Baker tell the story of Scientiam.   He's one of a number of people in the industry, myself included, who believe the next major innovative leap forward will come from finding ways to provide advice more scalably across the entire ecosystem, thereby making it more mainstream accessible.   Like many who find themselves playing in the innovation space, Nigel's views on where the future lies are driven by his experiences in building a traditional advice practice, which he has done very successfully with Arch Capital.   Scientiam, a digital advice platform powered by general advice, is very different from anything else out there and came from what we call in the tech space "scratching your itch", recognising that Arch didn't have an offering for those not yet at a stage in life where financial advice was viable but would benefit from being able to do a few things better.   I know this is a hot topic for many businesses out there.   Many of you have been looking to solve this problem in numerous ways, from providing education programmes to seeking to streamline, but Scientiam does this in a truly scalable way.   Understanding the journey that Nigel and his team have been on to build it, the lessons learned along the way about what does and doesn't work, and, importantly, getting a sense of the kind of add-on solutions that can be available to every practice out there to solve an issue that has prevented more from getting advice will be invaluable.   Join us live for this masterclass so you can get involved in the discussion and ask the questions you want.   Alternatively, look out for it on the podcast and YouTube the week after.   ====================================================================== 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
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5 months ago
49 minutes 1 second

THE FINNOVATOR
From Swamped at Sachs to a startup in Sydney. The birth of Brieff with Kate Shanahan
Kate Shanahan's story is one that spans the globe, and I'd really love you to come along and hear it.   Kate is the founder of Brieff.io, a technology platform designed to help advisory firms deliver a better quality business advisory service to their clients.   Over the past year and a half, they've been able to roll out the solution to 50 clients, and she's at the cutting edge of the race to implement effective client portals in a business.   However, more so than just the solution itself, which is excellent, Kate's story is a classic tale of making a decision to follow the entrepreneurial path rather than the corporate one and overcoming the challenges that any new business start-up must in order to go from zero to one.   For those of you who enjoy understanding stories from deep within the belly of the tech start-up experience, this is also going to be a very interesting exploration of what it takes to get traction with your offer, get on a growth path and solve the myriad of issues that arise when you're trying to launch something brand new into an established market.   Experience the story and get your questions answered along the way.   ====================================================================== 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
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6 months ago
53 minutes 48 seconds

THE FINNOVATOR
Network Mastery
In this live training, we will dive into the world of networking and help you analyze, optimize, and improve the quality of your professional network.   Whether you're looking for client referrals, and partnerships, or just want to better leverage your social media reach, we'll help you identify the quality of your existing network, who's part of it and who isn't, and create a plan of action for connecting with the right people. Even if you consider yourself a natural introvert.   By the end of this session, you'll have a clear understanding of how to build and maintain a high-quality professional network that will drive your success in 2023.   ====================================================================== 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
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1 year ago
1 hour 47 seconds

THE FINNOVATOR
Roleplay Mastery
Bruce Lee is supposed to have said, "I do not fear the man who knows a thousand punches. I fear the man who has practiced one punch a thousand times..."   When it comes to mastering the engagement of new clients, practice absolutely makes perfect.   However, you may not be surprised how few take time to hone their skills in a "friendly-fire" environment.   In this training, I will show you how to structure your roleplay to make it easier for you to develop the skills needed to improve your new client outcomes.   If you have shied away from role-playing in the past or never really known how to approach it in a structured manner, this training will give you the advantage that will lead you to mastery sooner.   ====================================================================== 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
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1 year ago
1 hour 17 minutes 20 seconds

THE FINNOVATOR
Musk Method
If there's one thing we can all agree on; it's that Elon Musk has made quite an impact on the world.   Poking under the bonnet of his success, you find some traits that can be attributed to at least some of his success.   Personally, I'm not quite sure I'd want to be him but I'm pretty sure I'd like to borrow at least some of his ability to get it done.   In this training, we're gonna dive into some of the key productivity principles that underline his incredible work ethic.   Whilst your goal might not be to run 4 companies at the same time or send someone to Mars, there's plenty that can be applied to your own working style to make it easier to get more done in less time.   ====================================================================== 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
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1 year ago
1 hour 8 minutes 56 seconds

THE FINNOVATOR
Building A More Efficient Practice with David & Leasa McLean
Efficiency is a key focus for most practices at the moment, particularly those driven to work with their target market at a price point that works for everyone.     In this Masterclass, I'm delighted to speak with David & Leasa McLean of Titan Financial Planning.  Based in the NSW Central Coast, this was one of a number of goals we started working towards in 2022, with the goal to be able to create efficiencies in the back office that would reduce cost and capacity pressure, whilst enabling them to grow revenue and work with more clients.     Along the way, David & Leasa has undertaken acquisition, wrestled with changes in licensing arrangements and implemented new pricing and service models, which makes what they have achieved all the more satisfying.     This Masterclass will be great for anyone keen to get in under the DNA of a growing firm working with "strivers" and unpack what it takes to achieve sustainable growth.     ====================================================================== 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
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1 year ago
1 hour 1 minute 8 seconds

THE FINNOVATOR
Marketing Metrics 2023
In this live training, we're going to explore the exciting world of marketing metrics and how they can help you track your success in digital, referral, and partnership marketing.   We'll help you: decipher the full scope of metrics at your disposal, diagnose areas for improvement, and create a simple dashboard to provide you with a key feedback loop for your marketing activities in 2023.   By the end of this session, you'll have a clear understanding of how to use metrics to drive your marketing success and take your efforts to the next level.   ====================================================================== 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
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1 year ago
1 hour 20 minutes 45 seconds

THE FINNOVATOR
Masterclass with Ilana Wechsler
Generating leads from paid digital advertising has become more of an opportunity than ever before for advice firms, and in this Masterclass we're going to dive into the topic and really explore how to make it work.   When it comes to Google Ads, Facebook advertising, SEO, YouTube and more, making this work for your practice hasn't always been easy, which is why I wanted to introduce you to Ilana.   Ilana is the founder of Green Arrow Digital and the creator of the Teach Traffic training program. She's been generating ROI for her agency clients for over a decade and, most importantly, she's someone who knows how to do it for advice firms. (Trust me when I say this is not a common thing).   Part of the reason for this, beyond being a Data Analyst, is that she spent ten years working in the financial services industry. That means unlike most who do what she does, she actually understands both sides of the equation.   Join me for what will be a masterclass and a great way to start the year.       ====================================================================== 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
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1 year ago
1 hour 3 minutes 36 seconds

THE FINNOVATOR
Metrics That Matter
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. ====================================================================== 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
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1 year ago
1 hour 6 minutes 7 seconds

THE FINNOVATOR
Procrastination Buster
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.     ====================================================================== 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
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1 year ago
21 minutes 51 seconds

THE FINNOVATOR
MOAS Masterclass with Taylor Bindon
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.   ====================================================================== 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
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1 year ago
1 hour 10 minutes 26 seconds

THE FINNOVATOR
Elite Footprints
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.     ====================================================================== 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
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1 year ago
1 hour 50 minutes 24 seconds

THE FINNOVATOR
Apprentice Progression
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
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1 year ago
6 minutes 34 seconds

THE FINNOVATOR
Mapping the Experience
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
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1 year ago
1 hour 3 minutes 18 seconds

THE FINNOVATOR
Domino Plan
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.   ====================================================================== 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
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1 year ago
35 minutes 20 seconds

THE FINNOVATOR
End of Year Marketing 2022
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.   ====================================================================== 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
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1 year ago
31 minutes 50 seconds

THE FINNOVATOR
Inspired Hiring 2022
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
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1 year ago
1 hour 13 minutes 37 seconds

THE FINNOVATOR
Active Referrals
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.   ====================================================================== 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
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1 year ago
1 hour 26 minutes 34 seconds

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.