Coaching, Software & Hands-on Support for financial advisers, accountants and brokers

Your practice does more.
You do less.

We help advice-based firms untangle their model, systems and tech – so the business grows, runs and complies without leaning so heavily on the founders.

Book a Practice Growth Diagnostic

30 minutes to look at your numbers, find the gaps, and tell you what’s worth doing first.

The Equity Exit

Download the Client Transitions Guide

A practical guide to transitioning client relationships without losing them.

Want a proven way to handover clients?

Download the Client Transitions Guide

A practical guide to transitioning client relationships without losing them

Book a Practice Growth Session

The hard part isn’t doing the work.
It's knowing which work to do

Most established firms we work with are not short of drive, effort or ideas.

They get stuck because:

Big calls feel high-stakes and foggy.

Put fees up? Change your client mix? Hire, restructure or hold? Double down on advice or add new services? Stay with the licensee or go self-licensed? Every option has trade-offs.
Tech and AI can be noisy/ confusing.

Everyone’s selling a “game-changing” platform. Your stack is already messy. You don’t want to burn time and money on software you barely use.
You can’t afford to guess.

You’re carrying clients, staff, compliance, PI, regulators and a life outside of work. The next move has to be well thought through, not a gut feel experiment

At the same time, most coaching on offer is generic playbooks, mismatched peer groups and motivational talks that don’t always delve deep enough into the hands-on nuances of best practice and the reality of advice delivery.

Another pep talk isn’t the solution.

Clear, numbers-backed decisions and a practical way to execute – including tech and AI – without blowing up what you’ve already built, is.

Coaching that combines strategic decision-making, tech & AI, with ground-level execution.

When you work with Audere, you’re not just getting “accountability” and a few frameworks.

You’re getting a partner who can:

Model your strategic options in numbers.

We walk through the real-world consequences of different moves – on revenue, profit, capacity and risk – before you commit.
Help you make smart tech and AI decisions.

We cut through the noise, show you where tech genuinely pays off (and where it doesn’t), and map a staged adoption plan that fits your risk appetite, licence environment and team.
Highlight tools you didn’t know you needed.

From pipeline and revenue modelling, to role and task analysis, to AI-assisted workflows, you get access to proven tools we use with firms like yours – without having to go shopping the internet.
Stay in the trenches with you while you execute.

We don’t just design the plan. We help you and your team build and embed it, quarter after quarter, until it becomes “how we do things here”.

Profit & Capacity Decision Mapping

If you keep operating as is, what happens to profit, capacity and risk?

Mapping & Analysis

Current revenue, margins and capacity.
Model practical scenarios

e.g. repricing + client mix; restructuring roles; tech/AI improvements).
Lay out the options

In plain language and numbers, what each option will give you.

You end up with a clear decision map that gives you confidence you’re not just making big moves on gut feel.

Tech & AI Roadmap

with tools, not just opinions

We look at where tech and AI can genuinely improve your practice:

Tech stack sanity check

What stays, what goes, what’s underused and what to change.
Capacity opportunities

Reduce, improve, automate, outsource
Risk & governance

How to adopt tech and AI safely and with maximum effectiveness.

Because we build our own, we plug in tools we know work, help design workflows, and save months messing with the wrong platforms.

Execution Engine

coaching, cadence and change

Turn decisions and roadmaps into reality.

Regular 1:1 sessions.

Strategy and implementation..
Clear project cadence

Quarters, sprints, priorities.
Tailored support

Toolkits, templates and training
Progress driven

Proven ways to track actions, progress & outcomes

This isn’t coaching as “cheerleading”. It’s structured, externalised behavioural change for you and your business.

Supported by a toolset you won't find anywhere else

Compliance, admin, business growth & marketing - all in one platform

What is aidere?

Accountability, check-ins, and AI coaching that keeps teams moving.

What Is Practice Success?

Fast track your route to profitability and fuel growth

What is Fee Modeler?

Templates & tools to grow a stronger, smarter, more scalable practice

What Is Practice Success?

Pipeline intelligence to foster that gives you clarity and confidence

What is Finsight?

Done-for-you marketing for advisers, accountants and brokers.

What Is Marketos?

See exactly what to delegate, who to hire, and how to reclaim focus.

What is Role Audit?

Examples of what we work on with clients

Depending on your size and goals, your coaching plan might include projects like:

Pricing & Profit

Design a profit model that targets 40%+ margins and sustainable owner income.
Implement value-based pricing and packaging – including scripts and client comms – so fee increases stick.
Improve revenue per client and client-tier mix without compromising service.

Lead Generation & marketing

Advice-specific lead engine design using database mining, referrals 2.0, AI-aided content creation, video, email, and SMS – not just ad hoc campaigns
Clarify your ideal client, offers and nurture journeys.
Implement simple dashboards so you always know where next quarter’s growth is coming from.

AI, capacity & team design

Redesign roles, workflows and tech stack so you can do more with fewer staff – without burning people out.
Stage AI adoption with low-risk, high-ROI use cases (e.g. prep, review support, internal ops).
Build a team structure and cadence that shifts you from “key person” to “practice owner”.

Business operating systems

Best practice client experience workflows, templates and business intelligence – not “bolt-on” compliance.
Systemise file notes, advice records and review cadences that fit your capacity.
Design roles and responsibilities to support proper operational oversight and management.

Results

What happens when you get model + systems + execution right?

Growth Case Study

"...I finally feel like I'm the business owner instead of an overworked employee"

Five-person suburban advice firm made the leap into acquisition after reinventing the business model

Revenue in the orginal business grew from just over $1m to $2.3m.

Group revenue (after three acquisitions) now exceeds $6m.

Profit margins normalised at 45%

Practice manager workload reduced by 40%.

Systems Case Study

"...turns out hiring and getting big wasn't the only answer"

Deliberately small HNW firm optimised every aspect to build a "small giant"

NPAT grew from $1m to $2m.

Total profitability increased by 60% over 18 months.

Revenue per client up 40% and delivery hours down 20%.

Scale Case Study

"...the rate of growth quickly stopped being the issue it had been"

Ambitious independent firm solved the operational challenges rapid growth was causing.

Consistent engagement model helped address key adviser dependence.

Doubled conversion rates by teaching new advisers goal-based techniques.

Reduced onboarding-to-productive time from seven+ to four months.

Practice revenue grew by 68%, sustainably.

Systems Case Study

“…in the end, it was simple changes. Made me regret waiting so long”

20-year HNW practice sought an operational transformation for what was no longer working.

New pricing increased revenue from $700k to $850k.

Consistent 50% min profit margin across all clients.

Directors went from struggling to pay themselves to market salaries + dividends.

18 months later they were able to go self-licensed – a key strategic goal.

These aren’t “overnight success” stories – they’re the result of 12–36 months of disciplined execution, with our team in the trenches alongside theirs.

What our clients say

Audere is rated 5/5 based on reviews & testimonials