THE FINNOVATOR

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,...

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 We...

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 wi...

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 i...

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 c...

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...

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 so...

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 c...

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...

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....

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...

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 imp...

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 a...

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...

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...

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...

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 t...

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 ...

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.   Thank...

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.  ...

One of the most common reasons clients give for wanting to engage with coaching is to be "kept accountable".   Whenever I hear this, I usually push back. Accountability is in many ways a double-edged sword.   It absolutely can be the fuel for significant success, but if it's only being done to you it usually ends up feeling much like your mum reminding you to clean your room. Not ideal...   The be...

For some time now there has been a discussion as to whether it might be possible to move to a different way of working than the standard 5-day, 40-hour week.   In this module, we're going to unpack a case study of a practice that moved across to a 5 hr advice day.   In 2017, collins SBA in Tasmania made the decision to move across to a working system where employees were invited to work 5 hours a...

As many are finding out when clients need to be reassured it's you they will turn to. However, when you're finding yourself having similar conversations with those who do engage, it opens the door to the opportunity to assist those who perhaps aren't. In this special training, we're going to be revisiting our Client Engagement Blueprint marketing and communications system for existing clients in t...

Let's get deep into the topic of building a strong audience in the online space.   Whether your platform is Facebook, Instagram or LinkedIn or any other platform that enables you to connect with others en masse, the game that you are likely to want to play is called Authority Marketing.   This is a well-worn playbook, and in this training, I'm going to lay out the rules of the game if your goal is...

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 appr...