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Tools for Practice Success

Experience Audere for yourself with access to our free practice management portal

Free Best practice portal

Working with a coach shouldn’t be a guessing game.

That’s why we want to invite you to sample for yourself the unique body of training, tools, templates and resources, we’ve created specifically to help advice practices grow, expand and evolve.

To register, click the link below and you’ll get instant access.

See what’s inside waiting for your to enroll


Some of the most relevant training from our full program, including our much-lauded value proposition module.

Tools & Templates

Supporting tools from modules, providing worksheets, examples and resources to make implementing easier.


Our full Masterclass recording library, so you can dive into real life case studies and practice success stories.

Special access

As a Leveraged Lab member, you’ll get a heads-up to special training events and offers not communicated externally.

Frequently asked questions

Who is this for?

The portal contains training, tools, templates and other practice management material that has been developed to help advisers, accountants and brokers who are also practice owners make significant improvements to nine key areas of their practice operations.

Why do I have to register?

Much of the content in here is directly from our full coaching program and has never been previously shared outside of the program. By asking members to register, we can share what we do more widely without making valuable content publicly available. Rest assured, we will never spam you and, if you decide you don’t want to hear from us, you can simply unsubscribe from our communications.

What's actually included?

The content within includes full training modules and supporting tools for our full coaching program covering value proposition, pricing, our Wealth Pyramid and Journey to Leveraged models, and digital marketing for advice professionals. In addition, there are also a number of five minute highlights reels of our full modules covering planning, systemisation, first appointment, practice technology, client onboarding and productivity, as well as the full Masterclass and video blog library.

I'm not adviser. Can I still get access?

The portal is intended to be a resource for advisers, accountants and brokers to use to help improve their own practices. If you’re not an adviser and would like to get access, drop us a line at so we can have a qucik chat.

Can I share this stuff with others outside my business?

The content in the portal is for you to use in your business and, without getting too “Big Brother” about it, is meta stamped against individual logins. If you would like to introduce another practice owner to the portal, they are welcome to register and access content themselves, but we ask that you not distribute any of the materials without permission.

How does the compare to what clients get?

This is a starting point, but it’s a small portion of the tools, template, tech and training that practice owners and their teams get on-demand access to via our full portal

I work for an institution. Can I offer this to our advisers?

We can white label a portal just like this (and more) with your branding on it and help you implement it with your team front-and-centre. Drop us a line on and let’s talk.

Register for free

There are a lot of insights waiting in since our goal is to provide value first. If you’re still unsure whether to join, we can schedule an appointment to provide additional information.

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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.

Be First To Know

Register your interest to become a participating practice owner or, as a BDM or PDM become an accountability coach

Register for free

There are a lot of insights waiting in since our goal is to provide value first.