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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, andcreate 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.auFollow me on:LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/Twitter: https://twitter.com/stew_bellInstagram: https://www.instagram.com/stew_bell/YouTube: https://www.youtube.com/@stewartbellListen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0 #auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice
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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.auFollow me on:LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/Twitter: https://twitter.com/stew_bellInstagram: https://www.instagram.com/stew_bell/YouTube: https://www.youtube.com/@stewartbellListen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice
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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_bellInstagram: https://www.instagram.com/stew_bell/YouTube: https://www.youtube.com/@stewartbell Listen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #masterclass
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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.auFollow me on:LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/Twitter: https://twitter.com/stew_bellInstagram: https://www.instagram.com/stew_bell/YouTube: https://www.youtube.com/@stewartbellListen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice
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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_bellInstagram: https://www.instagram.com/stew_bell/YouTube: https://www.youtube.com/@stewartbell Listen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0 #auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #masterclass
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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.auFollow me on:LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/Twitter: https://twitter.com/stew_bellInstagram: https://www.instagram.com/stew_bell/YouTube: https://www.youtube.com/@stewartbellListen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice
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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.auFollow me on:LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/Twitter: https://twitter.com/stew_bellInstagram: https://www.instagram.com/stew_bell/YouTube: https://www.youtube.com/@stewartbellListen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice
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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.auFollow me on:LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/Twitter: https://twitter.com/stew_bellInstagram: https://www.instagram.com/stew_bell/YouTube: https://www.youtube.com/@stewartbellListen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #clientexperience
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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.auFollow me on:LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/Twitter: https://twitter.com/stew_bellInstagram: https://www.instagram.com/stew_bell/YouTube: https://www.youtube.com/@stewartbellListen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #planning
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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, andget 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.auFollow me on:LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/Twitter: https://twitter.com/stew_bellInstagram: https://www.instagram.com/stew_bell/YouTube: https://www.youtube.com/@stewartbellListen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #practicemarketing
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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.auFollow me on:LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/Twitter: https://twitter.com/stew_bellInstagram: https://www.instagram.com/stew_bell/YouTube: https://www.youtube.com/@stewartbellListen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #hiring
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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.auFollow me on:LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/Twitter: https://twitter.com/stew_bellInstagram: https://www.instagram.com/stew_bell/Listen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #practicemarketing
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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 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 leverage it to achieve the best outcomes, and how to ensure that you personally and your team can apply that accountability their own situation without the reliance on external factors If you'd like to build a habit or a culture of getting things done and doing what you say you are going to do, understanding how accountability can help you achieve that will give you a definitive advantage. ==========================================================================================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_bellInstagram: https://www.instagram.com/stew_bell/ Listen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0 #auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvicefirms
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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 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 understanding the challenges that come with trying to adopt new working styles and how it may place different demands on your team. With so many changes to the way we've worked recently and ongoing discussions about how work may need to change in the coming years, this case study may be an important dive into the true learnings from a financial services firm in Australia who made the leap, what they had to change, and what they learnt about the way people work best. ======================================================================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.auFollow me on:LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/Twitter: https://twitter.com/stew_bellInstagram: https://www.instagram.com/stew_bell/Listen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #productivity
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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 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, and how to find topics that will deliver value, often simply by drawing upon your day to dayThe frameworks and models to make it easier, and the tools to deliverHow to just do it and get startedThe opportunity of nailing your comms right now it having clients look back at how you kept them informed when it was needed, sharing your insight with friends, doing the same with strategic partners and seeing your reputation grow,======================================================================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.auFollow me on:LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/Twitter: https://twitter.com/stew_bellInstagram: https://www.instagram.com/stew_bell/Listen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #businesscoachingforadviceprofessionals
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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 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're going to unpack some real-life case studies of where authority marketing has been used outside and inside our industry, to show how this works in practical terms. This isn't a module for everyone. However, if you want to go to the next level with your digital marketing and build a personal and business brand known far and wide, this is a great introduction to the marketing you will need to master to make it happen. ======================================================================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.auFollow me on:LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/Twitter: https://twitter.com/stew_bellInstagram: https://www.instagram.com/stew_bell/ Listen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #practicemarketing
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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 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 will give you insight into how choosing to focus on fewer things can be the answer to getting more done. ======================================================================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_bellInstagram: https://www.instagram.com/stew_bell/YouTube: https://www.youtube.com/playlist?list=PLSp3JMJqlQj8_71bYXFx80LK8hIkGq9lx Listen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #endingtheyear
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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 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. That's why in this session we cost it out exactly what it would take to deliver this proposition to the end-client. If you considered offering financial coaching to clients, you'd like to or you've had a crack at it but couldn't quite work out where it didn't work for you, this training may give you a really good insight into what it takes in order to be able to offer this service and, importantly, who it is best done for and who most definitely shouldn't be your coaching client. ======================================================================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_bellInstagram: https://www.instagram.com/stew_bell/ Listen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0 #auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #endingtheyear
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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-year engagement can be one of the best opportunities to set up the perfect start to the coming new year. ======================================================================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_bellInstagram: https://www.instagram.com/stew_bell/ Listen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0 #auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #endingtheyear
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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. 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 missing piece in your productivity puzzle. ======================================================================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.auFollow me on:LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/Twitter: https://twitter.com/stew_bellInstagram: https://www.instagram.com/stew_bell/Listen to The Finnovator Podcast oniTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #productivity
- Visa fler
