Your blueprint for a
High Performing Practice
What top-performing practice owners do to build practices that can scale.
The era of the high-performing practice has arrived.
50% of financial advice firms with revenue under $500,000 per year make narrow profit or no profit at all.
What the data is suggesting is it’s more important than ever before to be able to build a practice that has access to the resources to invest in efficiencies and technology.
These are also the attributes that attract the kind of third-party investment that enable these firms to accelerate their growth well into seven figures and far beyond.
More than that, I’ll also share the number one most important mindset shift that seperates high performing practices owners and the three personality attributes that equip them to do what others don’t, won ‘t or can’t.
Give me your details and I’ll send it to you right away.
High Perfoming Practice Blueprint
To your inbox. No spam. No nonsense.
For the past two decades, my focus has been working with hundreds of firms – from small single-planner practices to large corporatised multi-partner businesses, – and being engaged by Australia’s largest institutions to deliver workshops, keynote speeches, thought leadership, and direct consulting on a range of business-related topics.
However, it’s my focus on how technology and tech-thinking has the power to transform the business of advice that has driven the real journey over the past seven years.
It was the meeting of these two worlds that resulted in my founding of Audere Coaching & Consulting, authoring the book, Finnovation: The Complete Advisers’ Guide to Innovating Your Advice Model (or as it’s been called “The Manual For Advice Businesses Who Want To Do Things Differently”) and ultimately the founding of The Leveraged Advice Firm.
At current count, I’ve worked with over 500 firms in a direct coaching capacity in Australia. US, UK, Europe, Canada, Asia and South Africa, presented to thousands at conferences all over the world and created a collection of resources numbering over 500 tools and templates accompanied by over 300+ hours of on-demand training.
I also host a podcast, The Finnovator, have a small web design business WOW Websites building top notch websites for advisers, runs monthly live training for ambitious advice firms and write regularly for industry publications and educational providers.
If you’re ready to step it up, then I’m ready to help.
Stu
