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Your blueprint for a

High Performing Practice

What top-performing practice owners do to build practices that can scale.

A grid with four sections titled "Culture," "Systems," "Model," and "Metrics," each listing several bullet points outlining their respective characteristics and objectives, designed to bolster financial advisor practice management and training.

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.

In this whitepaper I will share with you the 24 key things that enable a high-performing practice to outperform 80% of the practices in the industry.

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 sent it to you right away.

High Perfoming Practice Blueprint

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To your inbox. No spam. No nonsense..

Created by Me, Stewart bell

"What do I do? Probably the easiest way of describing it is to say I improve practices"

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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

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.

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Join our free portal that will take your practice to 6, 7, and even 8 figures.

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