Shows
West Michigan Weekend (A Public Affairs Program from iHeartradio)Stepping Into Independence: Inside Wedgwood’s New Audere Transitional Living Program (11-16-25)In this episode, host Phil Tower speaks with Dan Gowdy, President & CEO, Wedgwood Christian Services Dan joined us on the program to discuss Wedgwood's all-new Audere Transitional Living Program, a specialized residential treatment program designed for teens ages 15-18 who are transitioning from residential treatment to independent living.The 10-bedroom, 7,933 SF three-story facility sits adjacent to the Wedgwood campus in Kentwood.Dan also discussed how the Audere Transitional Living Program enhances Wedgwood’s strong commitment to fostering independent living skills within a community-integrated environment.The transitional living...
2025-11-1508 min
THE FINNOVATORSuccess by Design with Scott AggettNone 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 Coas...
2025-07-171h 18THE FINNOVATORFirst 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.
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2025-06-2650 minTHE FINNOVATORThe 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 futu...
2025-06-0549 minTHE FINNOVATORFrom Swamped at Sachs to a startup in Sydney. The birth of Brieff with Kate ShanahanKate 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 f...
2025-05-1353 minTHE FINNOVATORNetwork MasteryIn 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...
2024-07-181h 00THE FINNOVATORRoleplay MasteryBruce 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...
2024-07-111h 17THE FINNOVATORMusk MethodIf 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 compan...
2024-07-041h 08THE FINNOVATORBuilding A More Efficient Practice with David & Leasa McLeanEfficiency 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 acqui...
2024-06-261h 01THE FINNOVATORMarketing Metrics 2023In 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.
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2024-05-151h 20THE FINNOVATORMasterclass with Ilana WechslerGenerating 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 im...
2024-05-081h 03THE FINNOVATORMetrics That MatterWhat 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 Own...
2024-05-011h 06THE FINNOVATORProcrastination BusterWhen 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 iden...
2024-04-2421 minTHE FINNOVATORMOAS Masterclass with Taylor BindonOne 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 th...
2024-04-171h 10THE FINNOVATORElite FootprintsThe 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...
2024-04-101h 50
Ornery presents AudereAudere Radio 047For more info visit https://www.ornerymusic.com.Tracklist:Terry Golden - Moon [ICONYC]Alan Wools - You and Me [Siona Records]Wailey - Droplets [Rezongar Music]Ornery - Sulfur [Audere]Sundrej Zohar, ZERO CONTACT - Just a Fool feat. Zara Taylor [A Theory Of Mind]Mariz - Together [Transensations Records]Unitech - My Tears [Sounds Of Meow]Deep Daze - FallNot Usual - Mirror [Above Water]GRAZZE - The Blossom feat. Davide Famularo...
2024-03-2357 minTHE FINNOVATORApprentice ProgressionRetaining 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.
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2024-03-0606 minTHE FINNOVATORMapping the ExperienceClient 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 you...
2024-02-281h 03THE FINNOVATORDomino PlanTraditional 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 ado...
2024-02-2135 minTHE FINNOVATOREnd of Year Marketing 2022We 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 strate...
2024-02-1431 minTHE FINNOVATORInspired Hiring 2022Recruiting 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...
2024-02-071h 13THE FINNOVATORActive ReferralsReferrals 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...
2024-01-241h 26THE FINNOVATORAccountability AcademyOne 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 best kind of accountability comes from a mixture of external and internal, and in this training, I'm going to unpack the key insights into what accountability is, how to best leverag...
2024-01-171h 10THE FINNOVATOR5 Hour Work DayFor 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 day.
Be warned though; since this module was created Collins SBA moved back, so in many ways what you will watch here is as much about unde...
2024-01-1031 minTHE FINNOVATORCommunication in CrisisAs 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 the light of current events, to explore:
Finding the right medium and style of communication that will allow you to do this more easily than you are now,
Deciding the right frequency...
2024-01-0349 minTHE FINNOVATORAuthority Marketing for Professional ExpertsLet'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 to put yourself front and centre of an audience who may be seeking out your advice and build a following over the long term.
In doing so we'r...
2023-12-271h 30THE FINNOVATORFocus FormulaBack 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 approach was born.
If like me you've tried many many ways of becoming more productive and still find yourself looking for something that is both effective and simple , this session wi...
2023-12-2040 minTHE FINNOVATORTeflon Financial CoachingThis 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 proposition in this coaching space.
One of the most important elements we explored was also pricing.
Of all the misjudgments businesses can make when it comes to financial coaching, what to charge is a big one...
2023-12-131h 02THE FINNOVATOREnd of Year Engagement 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 existing clients, partners and importantly "lapsed" prospects who may have engaged with you but not moved forward.
In doing so, I'll show you how end-of...
2023-12-0622 minTHE FINNOVATOREisenhower MatrixSometimes 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.
If you can see value in a habit to help you get clear on where to spend your time, the Eisenhower Matrix could be the mis...
2023-11-1539 minTHE FINNOVATORSmall Giants with Sam CarrollSam 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 there haven't been a fair few challenges. Like most advice firms over the past five years, they've been battered by legislative change, lo...
2023-11-081h 02THE FINNOVATORIs the Era of the Small Practice at an End?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 industry.
Discover why size doesn't determine success in this thought-provoking episode of The Finnovator.
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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 a...
2023-11-0109 minTHE FINNOVATORPricingIn 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 end of this session, you'll have a clear understanding of how to optimize your fee model for maximum profitability and present your fees with confidence to your clients in the coming year.
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To learn more, j...
2023-10-2558 minTHE FINNOVATORFirst 90 DaysThe 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 training, I will unpack:
how to ensure during this initial period you can teach clients how to engage with you best,
inform them of what they need to know when ...
2023-10-181h 15THE FINNOVATORClient Survey SystemMost 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 walk you through a simple system for designing client surveys and delivering them in such a way that ensures you get responses.
If you're ready to make gathering key insi...
2023-10-1128 minTHE FINNOVATORComplete Marketing SystemWhen 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 newsletter-style approach that simply doesn't deliver anything like the value you're capable of.
If (like many) you've found not knowing how to approach it, what to write about and how to structure the conte...
2023-10-041h 14THE FINNOVATORBuilding Digital Influence with Alan SmithBack 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 coalface providing advice. It is however what he’s done with the time he’s created for himself that is equally as impressive, building up a following of 1...
2023-09-271h 11THE FINNOVATORThe Wealth PyramidOf 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" or use it or use it as a launching point for creating your own advice ethos model, this is the shortcut to demonstrating and communicating your value
...
2023-09-2009 minTHE FINNOVATORDifficult ConversationsIn 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 managing these conversations, but also turning them into a positive experience for yourself and in many cases for clients
To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/
T...
2023-09-131h 05THE FINNOVATORAssembling Ensombl with Clayton DanielTo 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 willingness to break new ground on behalf of the profession is utterly impressive.
In this podcast, we’ll retrace the steps to where it began and understand the journey from XY to Ensomb...
2023-09-0759 minTHE FINNOVATOR10-Hour Time Reclaim FormulaLet’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 your inbox every fortnight > https://audere.com.au/blog/
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
Instagr...
2023-08-301h 09THE FINNOVATORThe Science of Making Great DecisionsWith 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 help clients make smarter decisions.
To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/
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2023-08-1656 minTHE FINNOVATORHub StrategyBefore 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 with you the insight gained from Silicon Valley to help you craft a plan to make your client portal, app or hub a focal point for your business m...
2023-08-091h 03THE FINNOVATORWebsite WowWebsites 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 point having it. The flow and formula to getting your content and copy...
2023-08-021h 02THE FINNOVATORSpecial AnnouncementI’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 your experience listening to The Finnovator and who you’d advise to listen...
2023-07-2605 minTHE FINNOVATORThe View From Above with Stephen PrendevilleThere 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 youngest certified investment planner in '87. He's headed up a dealer group, then funds management. Finally, after a stop along the way at Deloitte's, he started down the path that he's perhaps bes...
2023-07-121h 03THE FINNOVATORTemplating Your Practice Communications and More[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.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/5cbeOMT...
2023-06-2608 min
Ornery presents AudereAudere Radio 039For more info visit www.ornerymusic.com.Tracklist:SUZé - Somehow Indifferent [Deep Tales]JEI BLVCK - Obsessor [Modern Agenda]Alfonso Muchacho - Mind Virus (Extended Mix) [Above The Storm]Frankllin - I Woke Up [Mirror Walk]Ornery - Phosphorus [Audere]Andrewboy - Fire [UV Noir]Wurtz, Iberian Muse - Armageddon [DIT KLINGT JUT]AO (MX) - El Tiempo [Lowbit]Cherry (UA) - Defacto (Extended Mix) [Siona Records]Rio Moriyasu - Shinku [Artessa Music]...
2023-06-241h 03THE FINNOVATORHow ChatGPT Can Help Practice OwnersIn 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 ChatGPT can quickly and accurately complete the middle 80% of the work, allowing individuals to focus on the more important aspects of their work. He also shares his insights on the limitations of AI tools and th...
2023-05-2923 minTHE FINNOVATORBuild a Secure and Engaging Client Portal with Martin MorrisStories 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 turned it into a "hub" solution for advisers wanting to centralise multiple engagement functions in one, secure portal - called Engagement Hub - as well as finding himself in demand in the...
2023-05-1158 minOrnery presents AudereAudere Radio 035For more info visit https://www.ornerymusic.com.Tracklist:Ornery - Nitrogen [Audere]ODDR - Quinto Império [Sync Forward]Manu Cerasa, UnknownS - He's Coming for Us [Siona Records]Der Effekt - At the End [UV Noir]Jares - Rage [Deep Tales]Darknezz - Atomic [Above The Storm]Etonika - No Excuses [Sunexplosion]LORENZO TURCO - Legacy (Ornery Remix) [Rezongar Music]Unseen. - Nexus [Awen Records]MATHU, Tandu - Deep Indigo (Allan McLoud Remix) [S...
2023-02-181h 01THE FINNOVATORThe Evolution of Licensees with Rachel BellSome 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 to the table a wide range of experience as an adviser, BDM, PDM, and a bunch of other roles in the industry that give her a uniquely wide perspective many others do...
2022-11-241h 01THE FINNOVATORHigh Insight with Sacha BurchgartWe'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 consistently grow her practice with great clients despite no formal marketing.
At the core of it lies a methodology that uses cash flow analysis and scenario modeling to drive changes in client behaviour and...
2022-11-101h 03THE FINNOVATORThe Story of Worksorted with Dan FitzgeraldContinuing our theme of 2022 in looking deeper into the technology solutions available to advice firms in 2022, my guest in this Masterclass is someone who will be known to many of you.
To say Dan has quite a pedigree in financial services would be an understatement. He's held a number of roles at a variety of well-known financial institutions, but the tech journey begins in 2004 with a tool those of you may recall called OLICC.
For the last decade-and-a-bit though his passion has been split between supporting growth in training organisations with Weworkbook, and helping advisers achieve greater efficiency with Worksorted.
If...
2022-09-291h 02THE FINNOVATORThe Story of Advice Intelligence with Ashley MahadeeaIn the second of our relaunched Finnovation Masterclass series, I'm joined by Ashley Mahadeea of Advice Intelligence.
Advice Intelligence is one of what I'd call one of the bigger fringe players in the practice technology space. Growing but not yet where the team is aiming to take it.
In the tech world though, Advice Intelligence has all the markings of a future star: well-funded, great team and a clear vision of a software solution that can do it all in a way that is looking to the future rather than the past.
If you're the kind of practice whose value is ali...
2022-09-151h 07THE FINNOVATORMother-of-All-Spreadsheets Masterclass with Taylor BindonIn the very first of our relaunched Finnovation Masterclass series, I'm joined by Taylor Bindon of MOAS.
When it comes to financial planning software there are many tools that start with the aim and claim to be able to do it all. Interestingly, there are few that start with the eventual aim to be able to do it all but the initial intention to do a few things brilliantly.
I first met Taylor personally once he and his team had successfully implemented MOAS into one of my client's business to bring down the total time required to deliver Review documentation to j...
2022-09-0153 min
Ornery presents AudereAudere Radio 029For more info visit https://www.ornerymusic.com.Tracklist:Stefan Addo, AUTOFLOWER - Vebal (Extended Mix) [Siona Records]L E N K E - Revelation [MIR MUSIC]Phi Phi, Pedro Mercado - Our Revolution (Greg S vs Santini & Quatretemps Remix) [Chrom Recordings]Daniele Di Martino - Prometheus (Original Mix) [Impressum]Victor Ruiz - Nebula (Extended Mix) [Factory 93 Records]Desthen - Odyssee (Dizharmonia Remix) [Deep Tales]Ovadia - Promise [Technoblazer]Chris Avantgarde, Anyma (ofc) - Consciousness (Eric Prydz Extended Remix...
2022-08-201h 00THE FINNOVATORValue Transition Masterclass with Daryl La’BrooyI'd like to invite you to join Daryl La'Brooy (Hillross St Kilda) and me for a Masterclass session all about how to do a pricing transition most effectively.
I've had the great pleasure of working with Daryl, Kirsten, Steven & the team these past months and this is a story I really wanted to share with you.
If you have yet to meet Daryl, let me be the first to introduce you to someone who as well as being a very switched on business owner, published author and someone I could talk with for hours, is also a very fine adviser indeed.
W...
2022-08-181h 11THE FINNOVATORMastering Practice Tech Masterclass with Debbie FrenchFor most practice owners, technology presents a challenge to be overcome. Maybe it’s about wanting to nail your processes, but not being able to get your workflow threads set up the way you wish they could be.
You’d love to be able to generate presentation-ready advice documents but you end up having to edit everything first.
Perhaps the goal is email automation, but the system just won’t bend to your will.
On a recent Leveraged Advice Firm program training session all about systems the commonly heard complaints about software came up, yet one pe...
2022-08-0456 minOrnery presents AudereAudere Radio 028For more info visit https://www.ornerymusic.com.Tracklist:OIBAF&WALLEN - Before Death [TRAUMWEG Records]Kanas - Al Aire (Frankie Vertigo Remix) [Univack]Alex Macris, Gizem Çınar - Lost in Time feat. Eleonora [Innerselves]Kradriff - Unconscious DespairWalls of Arctica - Sideways [Outer Space Oasis]Jeancy (ofc) - Energetic Stability [Usanza]ISAAG - Sempiterno [Future Avenue]Ornery - Carbon [Audere]ENØS, VNTM - Downfall [Impressum]Diego Straube, Armandd G - You Gotta Go...
2022-07-161h 00Ornery presents AudereAudere Radio 022For more info visit https://www.ornerymusic.com.Tracklist:Ornery - Tenebrae III (Original Mix) [Audere]Silver Panda - Say Nothing (Extended Mix) [Siona Records]Jickow - Boketto (Extended Mix) [Sounds of Krafted]Greg Nox - Arctic Luminescence [Tanzgemeinschaft]Stjepanek - Undercloud [Artessa Music]Kadhem, Aziz Bls - Holding Me [Awen Records]RANEK - Desolation (Original Mix) [Mercurial Tones]Modeplex - Portal [Harabe]Bastinov - Dramaton (Original Mix) [Black Rose Recordings]Pete Tong, ARTBAT...
2022-01-151h 01Ornery presents AudereAudere Radio 010For more info visit https://www.ornerymusic.com.Tracklist:Marino Canal - Calling Me Back (Coeus Remix)AMPISH - Lost (Original Mix)Ancestralis - Hellish Rebirth (Original Mix)Drumstone - Betablocker (Original Mix)Sorlong - A Whole Life (Original Mix)A · Tonic - Azar (Original Mix)Visionary State - Horizon (Original Mix)Tomy Wahl, Darksidevinyl - Plastic Face (Sarcasmo Remix)Ugur Pato, Volkan Erman - Arrival (Jack Lazarus Remix)Amirali Shakoori - The Fallen (Original Mix)
2021-05-221h 01Ornery presents AudereAudere Radio 009For more info visit https://www.ornerymusic.com.Tracklist:Di Rugerio - Anima (Original Mix)Monophase (IT) - Signs Of Hope (Original Mix)Recondite - Secluded (Original Mix)Senses Of Mind - Nemesis (Original Mix)Unalome - Embrace (Original Mix)Wurtz & Iberian Muse - Midnight Sky (Original Mix)KAMADEV - Kuanardo (Original Mix)ThinkDeep - Athena (Original Mix)Bioslave - Modularion (Original Mix)Cowlam - Vibrations (Original Mix)Ric Niels - Mermaid (Ziger Remix)
2021-05-081h 01Ornery presents AudereAudere Radio 008For more info visit https://www.ornerymusic.com.Tracklist:Innellea - Haveli (Original Mix)Reset Robot - Fluid (Original Mix)Binaryh - Icarus (Original Mix)VNTM - Deceiving Tendencies (Original Mix)Eleven Of July - V Like Very Beautiful (Original Mix)Fuenka - Leda (Extended Mix)Felix Kröcher - I Am The Night (Artche Remix)Clawz SG - Klothis (Original Mix)Moeaike - Change (Original Mix)Suit 9 - Return (Original Mix)Nohak - G...
2021-04-241h 05Ornery presents AudereAudere Radio 007For more info visit https://www.ornerymusic.com.Tracklist:Eugene Becker - Utopia (Extended Mix)Eleven of July - Broken Romance (Original Mix)Sebastian Frett - Oddysey (Original Mix)FIB - Spartian (Original Mix)Aves Volare, ANMA - Storm (Original Mix)Panoptic, Paul Anthonee - Surface (2021 Rendition)Sophijan - Nuria (Original Mix)S.ONE - Nika (Original Mix)Madd Rod - Utopic Dreams (Original Mix)GNTN & Eleonora - Through The Silence (Roumex Remix)Paralel...
2021-04-1059 minOrnery presents AudereAudere Radio 006For more info visit https://www.ornerymusic.com.Tracklist:Eleven Of July - Midnight Promise (Original Mix)Civil Servant - Too Far (Original Mix)S.ONE - Innerspace (Original Mix)Galestian Ft. Sebu - Hindsight (Olivier Giacomotto Extended Remix)Paradoks - Panarea (Original Mix)Patrick Hero - Save the World (KARAAL Remix)Ancestralis - The Subway Track (Original Mix)Grigoré - Blizzard (Original Mix)Feri - Eclipse (Stephan Seddel Remix)OIBAF&WALLEN - Compass Rose (Original M...
2021-03-271h 04Ornery presents AudereAudere Radio 005For more info visit https://www.ornerymusic.com.Tracklist:Morttagua - Epic of Gilgamesh (Original Mix)VNTM - Mystic (Original Mix)Drumstone - Midnight (Original Mix)Messier - Indigo (Original Mix)Eleven Of July - Winter Letter (Original Mix)Four Hands (GER) - Everlasting World (Massano Remix)Tarro, Same Vibe - Spaceship (Original Mix)Senses Of Mind - Heliotrope (Original Mix)Kommodo - Breath (Binaryh Remix)Jono Stephenson - The Ozone (Original Mix)Riggel...
2021-03-131h 04Ornery presents AudereAudere Radio 004For more info visit https://www.ornerymusic.com.Tracklist:Felix Kröcher - Hope For (GNTN Remix)Futur-E - Angel (Mononoid Remix)Raphael Mader - Chemistry (Voices Of Valley Remix)Sergey Muzarks, Aaron Suiss - Sahara (Original Mix)MIDICODE - Midnight Flow (Original Mix)Luna Semara, Jonas Saalbach - Midnight Sky (Carlo Whale Remix)Tash, Shrii - Kashmir (LORRAÎNNE Remix)Thallulah, Shemsu, William Medagli - Arizona (OIBAF&WALLEN Remix)Moonwalk - Enigma (Original Mix)Matchy...
2021-02-271h 04Ornery presents AudereAudere Radio 003For more info visit https://www.ornerymusic.com.Tracklist:Barbur - Lowliness (Julian Wassermann Remix)Moodayz, Areeas - Tytan (Original Mix)Sarcasmo - Nowhere (Original Mix)Jean Vayat, Evelynka - Your Rain (Moonwalk Remix)Roumex - Illusion (Original Mix)Hidden Empire - Hectic Dreams (Original Mix)DJ AroZe - And I Feat. Eleonora (Original Mix)Opposite Ways - Do Yourself feat. John M (Erly Tepshi Remix)Kalmer - Passenger (Original Mix)EZEK - Paradise (Eternal Side...
2021-02-131h 03Ornery presents AudereAudere Radio 002For more info visit https://www.ornerymusic.com.Tracklist:S.ONE - Desperate (Original Mix)Ivan Masa, Mattia Pompeo - Tape (Original Mix)Cloaked - Axiom (Original Mix)Carlo Whale - Mar Nero (Original Mix)Michael A - Entrapped (Original Mix)Binaryh - Leo (Original Mix)Jay Perlestein - Insectopia (Di Rugerio Remix)Agustin Giri - Grey Faces (Original Mix)Spalamp - Nightfall (Original Mix)ENØS - Origins (Original Mix)Stan Kolev - A...
2021-01-301h 02Ornery presents AudereAudere Radio 001For more info visit https://www.ornerymusic.com.Tracklist:Hidden Empire - Resurgence (Original Mix)Moullinex - Inner Child (Patrice Baümel Remix)WO-CORE - Singapur (Original Mix)Ancestralis - Ethereal Realms (Original Mix)Kadhem - Chimera (Original Mix)Oramm - She Created These Moods (Original Mix)Nadya (RU) - Last Take (Original Mix)OIBAF&WALLEN - An Endless Tale (Original Mix)Eleven Of July - Black Hole (Original Mix)Morttagua - Plato (Dub Mix Extended)...
2021-01-151h 02
THE FINNOVATORThe Sustainable Service Model with Michael LawesMichael Lawes is someone with whom I share a common passion for coaching advisers. Whenever we get together, we can spent 40 mins or more of the meeting talking about our latest great reads, or what's working best, and find ourselves almost forgetting the reason we were meeting altogether.
As National Manager of Business Coaching at Affinia he leads a team that firmly believe that a significant part of the role of a Licensee is to work with practices on the business of advice, as well as all the other elements that make up the modern Licensee offering.
2020-11-221h 14
THE FINNOVATORPractice Management Masterclass with Angela LaughlinAt some point in time, every advice firm reaches a point where the next stage in its development requires someone to be focused on growing the operational "muscles", which is why I wanted to share this with you.
Angela Laughlin of BBB Partners is that person and it's no exaggeration to say is one of the most effective Practice Managers I've worked with.
In this episode of The Finnovator, she shared the lessons she's learnt about managing a practice and taking it to the next level. If you run a practice, this advice is what y...
2020-11-1558 min
THE FINNOVATORBuild Your Own Superstars with Alisdair BarrWith a lot of firms back on a growth footing, I wanted to share a very relevant, topical and recent conversation with someone who knows a lot about finding, hiring and retaining the very best people; Alisdair Barr
Alisdair is the founder and driving force behind Strider. His mission over these past years has been helping advisers to help more clients by solving the resource constraints that hold them back. He's done this by helping to master the art of finding great people and, through the right mentoring and training, turning them into superstar team members.
2020-11-061h 03
THE FINNOVATORChapter 2: Fox and HareIf the name Fox & Hare isn't familiar to it, you must have been truly "head down, bum up" in 2019.
In what seemed like an extraordinarily short period of time Jessica Brady & Glenn Hare caught the attention of the industry and their target market with a mastery of messaging, mission, and branding that drew in prospects and maybe even put more than a few noses out of joint.
At this Masterclass though we'll be covering very different ground.
We'll be exploring - if you'll excuse the band analogy - what happens when your first...
2020-10-041h 00
THE FINNOVATORLeading and Getting Results with Chief and Emilie BrabonIf you REALLY want to know how to 10x the impact you can have on your clients financial decisions, read on. This is one story you need to hear.
In 2013, I was not feeling great. I weighed too much, my diet was terrible and my relationship with exercise was at an all-time low.
In a flash of destiny, I signed Rachel and I up for a one-month deal with Original Bootcamp in Coogee.
Little did I know how influential this decision would be.
The catalyst for one of the most significant...
2020-09-131h 10
THE FINNOVATORChange the Name with Naomi ChristopherNaomi Christopher is one of the most gifted marketers in the financial advice industry, and in this episode of The Finnovator I wanted to share the Masterclass she delivered at our live program workshop The Excelerator on digital marketing.
There are many who are good at marketing and many who understand the nuances of the advice proposition but finding those who understand both really, really well is rare, which is why this episode is packed with value for anyone seeking to understand how to market themselves better. Enjoy!
Join our list and get t...
2020-08-301h 21
THE FINNOVATOROne Tech Mistake You Don’t Want to MakeI have a confession to make, which is why this episode of The Finnovator is going to be a little different.
When I started Audere, speaking was a big part of getting the early word out about how the path I was taking in working with advice firms was different. One thing that got attention was my ability to run sessions exploring the apps and other tech that advisers should know about.
Now, after 5+ years working in the space, I've come to realise the truth, that showering people with information about apps alone can in...
2020-08-2312 min
THE FINNOVATORStarting On Orange with Jason & Michael ChewJason and Michael Chew from Orange Wealth are two former clients who started their business a little differently.
At the start of most firms journey, there usually isn't room for anyone who isn't directly capable of generating revenue. Well, this is where Jason and Michael's plan differed, as from day one Jason's role was to advise, with Michael on board to focus down on process design, staff management and marketing.
In this episode of The Finnovator, we talked about everything from lessons learned from client engagement, systemising, outsourcing, technology, and a whole bunch more. If yo...
2020-08-161h 11
THE FINNOVATORPromoting Your Personal Brand with Charles BadenachIf Charles Badenach is just truly an "ordinary bloke", the way he goes about building his brand certainly isn't.
I've pulled this episode from the archives because the lessons around how to become an authority in your chosen community are more relevant than ever, whether it's a locality, niche or your own slice of the internet.
Charles' practical tips on how he managed to grow his practice, personal brand and ultimately lead to award recognition are well-worth hearing, as is the story behind it all. Enjoy!
Join our list and get t...
2020-08-091h 00
THE FINNOVATORDeep Strategy with Zuraida ArifinWhen Zuraida Ariffin cleaned up at the 2018 IFA Excellence Awards with not only the Innovator Award but the overall individual Excellence awards, the cheer in the room was the loudest of the night. With good reason. Zuraida's commitment to doing advice very differently is worthy of recognition.
In this episode of The Finnovator, we dive deep into Zuraida's about her unique way of working with clients, an approach she calls "Deep Strategic Planning". What makes this special is the depths to which she goes to ensure that each and every piece of advice is backed by...
2020-08-021h 00
THE FINNOVATORAstute Engagement with Hans Egger and Michael TopperIn the mid-2000s, Hans Egger had an idea for improving the way clients engaged with advice. So, he released a presentation and set his business on a path to leveraged income.
His story was so compelling that when I was thinking of the best intro for my book, Finnovation, the Astute story seemed like the logical choice.
Since then, the success of Astute Wheel has continued and I felt that reviewing the lessons learnt from the interview with Founders Hans Egger and Michael Topper might be an interesting look back, but...
2020-07-261h 03
THE FINNOVATORThe Licensee Transition with Geoff Whiddon and James WilliamsonThe numbers show that a record number of advice firms transitioned licensees over the last 12 months.
Whether it's due to a desire to be self-licensed, making the choice to switch or being forced to by the close of a dealer group, it can be a stressful, complex and fatiguing experience with many decisions to make. That's why I wanted to share this.
I'm joined by three advisors (Matt Bruce, Geoff Whiddon & James Williamson) who have been through the experience of the last 12 months for all three of those reasons.
In this episode of...
2020-07-191h 00
THE FINNOVATORThe Experience GameIn this episode of The Finnovator I wanted to take a slightly different tack, and share two things that I learnt at the beginning of the year.
The first was a lesson on the importance of being willing to ask questions instead of assuming that you have to work it out, resulting in me fulfilling a long-held ambition of running a workshop at Bridgeclimb Sydney.
The second is about what that experience solidified in the minds of participants about the two key factors that provide the core framework for designing and delivering a client experience...
2020-07-1219 min
THE FINNOVATORThe Practice Factory with Dean HolmesPivot Wealth. Fox & Hare. If those names are familiar to you, how about the Wealth Network? For some of you yes, but if not there's a success story that you'll want to hear.
In 2016, Dean Holmes having already built a successful practice in Absolute Wealth set sights on a new challenge.
His plan?
Create a startup incubator for advice firms, taking the expertise and know-how that had helped them succeed, adding the right young advisers into the mix and growing next-gen practices from scratch.
Four years later the "experiment" has succeeded...
2020-07-051h 11
THE FINNOVATORThe Specialists’ SpecialistsMost of us who've worked in the industry will know a bit or two about niching, the idea that gearing your business up to work with a specific market with a specific proposition and putting a whole lot into it is a route to fast growth.
Still, it's something that often gets challenged, and that's why I wanted to share this.
In the businesses I've worked with who target a specialist space, I think Wealthmed are one of those who have really put their head down more than most, and two principals who drive the...
2020-06-281h 02
THE FINNOVATORWise Words with Reuben ZelwerReuben 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...
2020-06-2158 min
THE FINNOVATORThe Value Formula with Kim PayneIf 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...
2020-06-141h 20
THE FINNOVATORThe Sweeper System with Chris YenaWhat 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...
2020-06-071h 07
THE FINNOVATORThe Middle Way with Rhett DasRhett 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:
2020-05-311h 01
THE FINNOVATORThe Growth Game with Greg CookI 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...
2020-05-2449 min
THE FINNOVATORMapping the Future with Paul FeeneyPaul 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...
2020-05-181h 10
THE FINNOVATORMastering Mindset With Ben ElliotBen 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...
2020-05-1156 min
THE FINNOVATORAnatomy of a Super Firm with Chris WrightsonWhat 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.
Join our list and get the...
2020-05-041h 09
THE FINNOVATORKnowledge, Systems & Outsourcing with David CarneyOutsourcing parts of your advice firm to others who can do it well so you can focus on what you do best is big business these days, and few are as big as Virtual Business Partners.One of those behind VBP is David Carney, and he'll be my guest on this episode of The Finnovator we explored how he's built an outsourcing company of such significant size, specifically to support great advice.The range of services he provides extends beyond just VA, paraplanning and admin support, to cover areas like document production, marketing, and a...
2020-04-2700 min
THE FINNOVATORBig Rocks with Andrew RocksHave 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...
2020-04-241h 06
THE FINNOVATORApplying a Silicon Valley MindsetIn 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...
2020-04-0659 min
THE FINNOVATOR122 Clients in 12 Months with Daniel BrownIf 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...
2020-04-061h 00