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The Power of The First 90 Days

by Audere Coaching & Consulting

A five-star journey from prospect to client to your biggest advocate by design.

Are you a financial advisor or accounting firm looking to upgrade your new client experience?

Our First 90 course is your fast track to making it happen.

Tailored specifically for financial advisors, accountants, and multidisciplinary firms, this six-part training program is the result of eight years of working with hundreds of advice firms to engage, convert, and onboard clients with greater haste, less waste, and greater effectiveness.
It’s your pathway to onboarding clients the way you’ve always wanted to from first contact to plan implementation and far beyond.
It’s designed to help firms of all shapes and sizes unlock several tangible and measurable business benefits, so if you’re looking to do any of the following, look no further:
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Remove fee sensitivity

Demonstrate the value of your advice more easily and make price irrelevant.

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Improve turnaround times

Move clients through the advice process more quickly by removing needed friction.

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Optimize Conversion Rates

Convert 90% of the clients who are right for your advice and are ready to get started.

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Attract Higher Quality Clients

Present an initial discussion that gets to the heart of solving high value financial issues.

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Have Better Conversations

Enjoy the process of moving clients from prospect to "hell yes!" and add value from the first meeting.

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Increase Financial Stability

Implement an experience that your whole team can support and deliver with confidence.

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Empower Decision Making

Provide the means to empower clients to engage with your advice today, tomorrow and long into the future.

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Promote Long-Term Business Growth

Set the foundations for building a more profitable, sustainable and systemised practice.

Are You Ready to Revamp Your Engagement?

The promise of First 90 goes beyond just improving your engagement; we’ll give you a system that will allow you to grow your client base with greater intention. More so, it fosters the confident representation of value to both existing and prospective clients.

Why choose The First 90?

Here’s what makes our program uniquely beneficial.
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Comprehensive On-Demand Training

From creation to launch, each stage of your new client engagement process will be engineered across six detailed and highly practical video training modules.

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All The Tools Needed To Implement

You can access an arsenal of support materials, including email templates, scripts, workbooks, and real-world examples, to ease the implementation process.

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Exclusive Technology

Utilize our proprietary visual sales tools to help you design, analyse, track and successfully execute faster and more easily.

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CPD Accreditation

Enhance your professional development with Continuing Professional Development points awarded upon completion.

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Take Part in Our Live Programs

Once every twelve months we deliver a live version of the First 90 course. As an existing participant, you can take part at no additional cost (value $1,995)

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Fully Supported

Receive guidance from the Audere team with unlimited email support and the ability to attend our monthly Drop-In support sessions.

Here's how the program works

Priced at $1,495 all-inclusive for a full 12 months of access, this investment propels you towards profitability while empowering you with all the necessary tools for success.

 Experience transformation through structured guidance by enrolling today!

Your instructor

Join countless other professionals who have successfully reshaped their pricing strategies with Audere Coaching & Consulting.

Unlock better new client engagement today!

Enrollment in this course closes without warning, so don’t be left waiting until the “perfect” moment to transform your firm in several ways.
Don’t wait another twelve months before transforming your practice.

The perfect time is now.

Sign up today and start your journey towards a more profitable and fulfilling business practice.

Questions? Reach out to us at

What you'll get The Power Of The First 90 Days
All Training
Access to All The Tools Needed
Exclusive Technology
CPD Accreditation
Take Part in Our Live Programs (12 months of access)
Fully Supported
Ability To Ask Unlimited Questions Online
Private 1-to-1 coaching
Annual Business Planning Sessions
1:1 Management Sessions
1:1 Team Coaching
In person workshops
Access to all 18 training courses (valued at $1499 each)
Participate in all live sessions, short courses & peer events
Get CPD for course completions
Access to the core Audere toolbox
Use of the Audere tech stack
Extended implementaton suppprt
Access the extended Audere tool stack



Foundations Evolution Evo XL
Access to all 18 training courses (valued at $1499 each)
Participate in all live sessions, short courses & peer events
Get CPD for course completions
Foundations Evolution Evo XL
Access to the core Audere toolbox
Use of the Audere tech stack
Extended implementaton suppprt
Access the extended Audere tool stack



Starting at $5,000/month


Frequently Asked Questions

Is the program supported?

You will have unlimited email support from the instructor as needed, and an open invite to attend the monthly Drop In sessions for any questions you need to be answered in person.

Can I involve my team in the course?

Absolutely. As long as they’re part of your direct support team and not a separate business, then we encourage you to share the course content with them.

How much time will I need to apply?
Working through the content and exercises should take most people no more than 7 hours.

Contact us

Let’s talk about how we can potentially help you and your practice to grow and evolve. We believe great advice is becoming more valuable than ever.

Audere Coaching & Consulting logo
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Join our free portal that will take your practice to 6, 7, and even 8 figures.

The one and only portal for practice owners designed to increase revenue by up to 20%

Get access to comprehensive resources with a focus on all aspects of your practice – from crafting irresistible value propositions resource planning and more. New content is added every week!

There truly isn’t a better place and time to start if you’re serious about your practice.

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