THE FINNOVATOR

This training was created at a time when cash flow coaching was becoming an increasingly attractive proposition for certain types of advice businesses working with certain types of clients.   Despite what was at the time a belief need for this service, in truth coaching and advice are sufficiently different enough to justify a deeper look into what it takes to deliver a profitable and sustainable...

 Each year at the end of every year, I run a series of three training sessions with program members to help them finish the year on a high.   The truth is the training is more about starting the new year fast and enjoying some well-earned time off!   One of the key habits is a focus on end-of-year engagement.   In this training, I'll unpack the marketing you can do as the year comes to an end to e...

Sometimes it's hard to know what to focus on first, which is where this training may come in useful.   The Eisenhower Matrix was created by President Eisenhower (yes, the very same) as a means of prioritising.   It's a habit that I've found very useful to apply whenever I have a long list of tasks that need to get done, or when I need to delegate but I'm not clear about what to hand over first.  ...

Sam Carroll has passed many milestones on his path to growing Talem Wealth. He’s transitioned from an old way of doing things to the new, invested time and effort into systemising to create a highly profitable operation, and is one of a new breed of practices partnering to form a new type of Licensee - in this case, Walker Lane - based more on common purpose rather than brand. That's not to say th...

Are small financial advice practices becoming obsolete?   In this episode of The Finnovator, business coach Stewart Bell explores the trend of small practices being acquired by larger firms.   While challenges exist, Stewart believes that the era of the small practice is not at an end. With a focus on specialization, niche offerings, and profitability, small practices can still thrive in the indus...

In this live training, we're going to: take a deep dive into your fee model and help you identify whether the profit drivers within your practice have shifted and may require a review of your pricing strategy. touch on the processes, systems, and service delivery model underpinning it all and provide simple ways to create greater levels of fee confidence when presenting fees to clients.   By the e...

The first 90 days of you working with a client provide you with the opportunity to do a number of things that will have huge benefits to your business over time.   It's during this time that clients are in their most receptive phase. They've engaged with advice, feel positive about the decision they've made, and in many ways are malleable to being taught the best way to work with you.   In this tr...

Most of us have at one time or another wanted to know how clients and prospects view our business, our advice and what we deliver.   Most of us agree that being able to get feedback that either confirms what we believe or provides fresh insights is hugely valuable.   One of the challenges has always been how to get this information in an efficient and effective manner.   In this training, I will w...

When it comes to your clients, I want you to be their primary source of financial information and insight without that having to mean 100 phone calls every month!   In this training module, I'll show you how to craft a marketing and communications system that enables you to deliver high-value personal content to existing clients on a regular basis.   I will show you how to step away from the newsl...

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 coa...

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"...

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 man...

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 willingnes...

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 y...

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...

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...

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...

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 copyright and 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...

I’ve decided to take the Podcast in a new direction They’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 y...

There are some presenters you will always stay until the very last session of a conference to see, and Stephen Prendeville is one of those people.  To present Stephen as someone who helps practice owners buy or sell businesses is to explain only a fraction of what makes him such a fountain of insight.   His career started in banking then stockbroking in the 1980s, before he became Australia's youn...

[00:00:00] "Finnovator Podcast Explores Technology for Practice Development" [00:06:10] "Maximize Chat GPT's Potential with Smart Prompts" [00:07:30] "Transforming Efficiency with Typedesk Tool"   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.a...

In this episode of The Finnovator, Stewart delves into the topic of AI tools, specifically Chat GPT, which he has been experimenting with for a few months.   He discusses the value of AI tools in completing simple tasks and calculations and provides insights into how Chat GPT can streamline research and simplify complex topics.   Stewart breaks down the three components of work and suggests that C...

Stories of advisers who "scratched their own itch" and ended up building tech solutions that offer something for other businesses too always interest me, which is why I wanted to sit down and explore Martin Morris's.   Being an adviser and founder of My Financial Mentors is just one hat Martin has chosen to wear. More recently, he's taken a tool that was once part of his own advice process and tur...

Some time ago, I drew a picture for a friend of mine outlining the four pillars that contribute to practice success. It might not surprise you to learn that one of those pillars was licensing.   In this Finnovation Masterclass, I'll be joined by someone I know very well to have a conversation that I've never had before.   Rachel Bell is a Sydney-based PDM/ Business Coach with Affinia, who brings t...

We've had the opportunity to see many different types of advice models down the years as part of this podcast, but even now after all these years it still impresses me when practitioners make a way of operating truly theirs.   In this Finnovation Masterclass, you're invited to tune in as myself and Sacha Burchgart explore what it is about her practice Burcheart Financial that has seen her consiste...