Audere Coaching & Consulting brochure

WHAT IF THEREWERE A HUNDRED

WAYS TORUN YOURBUSINESSBETTER,AND ALL YOU HAD TO DO

WAS [email protected] 988 765www.audere.com.au

From working with thousands of advice-providers we've found

FIVE COMMON CHALLENGESfaced when trying to build a great business

Many firms are just too pre-occupied managing the day-to-day to change anything. Whether it's due to the constantly-changing business environment, the burden of onerous compliance, lack of repeatable processes or challenges finding the technology to manage it all, they want to find ways of doing things better, but can't.

Just when you think you've achieved a sustainable competitive advantage and the industry landscape is settling down, a new competitive threat arises with a leaner, meaner and better offer. Suddently you need to rethink your business model all over again. It's exhausting.

EFFICIENCY

Staffing is a big headache. Businesses find it hard to find the right people. Once they've found them, it's time consuming to train them and get them performing. Once they're performing, they've got to keep them engaged and retained. Many advisers find themselves spending more time on staff issues than seeing clients.

TEAM

COMPETITION

The media is hell-bent on demonising advice. Clients want more for less. Who knows what people might be saying about you online! Many advisers feel like their businesses are constantly under attack.

REPUTATION PERCEPTION

Many advisers are simply too exhausted, disheartened and drowned in the small stuff to be able to chart a path to success. Many have fallen out of love with their businesses. They simply don't know how to get their head back in the game.

STAYING MOTIVATED

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[email protected] 0411 988 765 www.audere.com.au

AUDERE SOLVESTHESE PROBLEMSby providing the means to...

by introducing proven techniques, tools, technology and productisation strategies to take your business operations to new levels.

Do more with less

through a personal development and coaching experience that will motivate them to invest in your business success as much as you do.

Maximise your teams performance

by providing you with greater insight into what's happening across the industry, cutting edge business developments and unseen opportunities to get ahead of your competition.

Be an industry leader

making it easier to exceed client expectations and deliver an amazing experience year after year with best-of-breed tools and techniques.

Bulletproof your engagement

by providing a coaching framework that keeps you on track, accountable, informed, enthused and focused on the bigger prize.

Keep you and your team top-of-game


AUDERE COACHINGYour inside-line to a better business

Or instead, let us coach you to achieve success faster.

As part of our coaching programs, you receive:

If your answer is yes, then we invite you to consider the benefits our coaching programs have provided to our clients for years.

Here's the deal. Your role as a business owner is to create a better, more successful business. You have two choices.

You can look to find the best ways to do it in isolation, then try to cut out the day-to-day noise to implement the changes needed. Chances are you may end up going down some dead-ends along the way, lose focus or be challenged to find the resources you need to make a success of it.

Our coaching programs take the guesswork out of growing your firm. We bring to the table proven options to improve your business, then apply our expertise and experience in implementation to help you make sure it happens.

Have you ever asked yourself whether there might be afaster way to grow and improve your business?

Expert analysis of the opportunities and weaknesses in your business, isolating those most likely to make a difference. A comprehensive plan-of-attack, so you and your team can proceed confidently into actually turning great ideas into results. Ongoing coaching support, to ensure issues can be resolved as and when they arise, and everyone is kept accountable for making it happen through thick and thin.


ABOUT AUDEREAudere are specialists in business improvement and innovation for advice businesses. We are so much more than just another bunch of practice management “gurus”.

Absolutely, we have extensive experience working with advice firms like yours on range of business issues; from pricing to marketing, staff management to business planning, from sales to processes, and more. Chances are if your business does it, we've worked on it.

However, describing that as all we do is like saying an iPhone is just a telephone. Our real passion is for innovating the business of advice.

Audere was birthed at the intersection of great advice business and the online startup world. We're armed with the knowledge and energy to help firms do things others can't. Whether it's finding new and exciting ways to wow clients, creating all-new business models, or simply turbo-charging the way firms use technology to achieve new levels of performance, that's where we stand out from the crowd.

ABOUTSTEWART BELLAdvice businesses large and small have been engaging the services of Stewart Bell for over a decade. A specialist expert, public speaker and ambitious entrepreneur, Stewart is driven to explore the opportunities that exist where business meets innovation.

Within financial services, Stewart is best known asa coach. He's worked with over 300 firms during adecade in the industry, and consulted to Australia'slargest companies. Outside of the industry, his passionfor the online and innovation space has led him to developa unique combination of skills and insight.

Stewart's focus is two-fold. To help business owners achieve their personal and business objectives. The second goal lies in providing the means, once businesses have achieved success, to push the boundaries of what is possible across client engagement, online functionality, productisation, gamification of advice and much, much more.


Motivation and accountability to

achieve extraordinary personal and

business success.

5Demonstrable difference to

your business and clear return on

investment.

4Specialised knowledge,

experience and resources to

make a difference to your business

3Ongoing access to

proven practice management

expertise for less than the cost of

junior admin staff

2

OUR METHODOLOGY HELPSBUSINESSES DARE TO ACHIEVE MORE

DIAGNOSIS

EVOLUTION

ACTION PLAN

REALISATION

1. Business analysis2. Team assessment3. Collevtive diagnostic

4. Clarify objectives5. Create strategy6. Define goals & targets

10. Review success11. Redefine goals12. Reset plan

7. Implement plan8. Monitor & measure9. Refine as needed

The end result is more of the success you want in less time

Clarity about what you can do

NOW to maximise your

business’s success

1


It's impossible to chart a path anywhere if you don't knowyour starting point.

It frequently results in those insightful "lightbulb"moments Audere prides itself on being associated with.

We begin our time with you understanding, reviewing and assessing your current business assets and performance. We approach this in two stages. Firstly, by doing a deep data dive to get a view of the facts. Then it's about facilitating a dialogue between key people in your business to get total agreement on the priority issues.

If you're serious about driving lasting change in your firm, undertaking diagnosis is a must. In most cases the second stage - our face-to-face session - is a hugely valuable experience for business owners, giving them absolute clarity via an external perspective of what the real issues holding back development might be.

Post-session, you'll be provided with a high-level snapshot analysis of the result. This is the basis for knowing what should form part of your business improvement and innovation focus for the year ahead.

We assess the business against:

10 core areas that are the basis of your business's strength.

5 power areas that dictate your business's capacity to innovate.

The qualitative cultural aspects that can't always be measured, but most definitely matter.

STEP 1: DIAGNOSIS


“Where should I go?” said Alice.“That depends on where you want to end up”, replied the Chesire Cat.

STEP 2: ACTION PLAN

All planning sessions are run offsite over the course of 1-2 full days, usually at outstanding locations specifically selected as environments conducive to great thinking. It's here we aim to do as much of the groundwork as possible, getting the whole team engaged and creating the single-page business map, so we can then move to start implementing quickly. This is where we also talk about the ongoing measurement of success, so we know when we’re on track for growth and when we’re not.

You walk out of this session with a plan of what needs to happen quarter-by-quarter to achieve the growth targets we all agree to, and who is going to do what to make it a reality.

There's a world of difference between knowing what to do,and planning to do it.

It's simply the best way to get your business on the rightpath from Day One.

Creative insight, that can only be driven by taking a team outside their normal environment.

Absolute clarity of what success looks like and unity of purpose.

Step-by-step identifcation of tasks required to deliver the desired outcomes.

Ownership of initiatives by those with the right skills and mindset to make them happen.

With agreement on priority issues, it's time to create a great action plan with 4 vital elements:


“Success doesn't just happen. It's planned for”Anonymous

Monthly meetings are less about talking about needs to happen and most often about getting 80% of it done there and then. This is where we design marketing, work out pricing, sort out staff management, plan campaigns, design processes and more – all "working on the business" things. In many cases where it's needed, we'll run specific training sessions or 1-to-1 coaching for team members in need of development.

Between sessions, business owners get support to work through immediate issues, access to a network of people we’ve worked with throughout the years (e.g marketing experts, web designers, HR specialists), plus explosure to a myriad of techniques, tools and templates to make your life easier.

The secret to inevitable success is the right activity appliedin a consistent manner over a sustained period of time.

There’s also a big slice of accountability, ensuring plansdon’t come to nothing.

Regular face-to-face monthly coaching meetings, to make sure it's getting done.

Concerted ongoing tracking of key success metrics.

Ongoing workshopping, to adjust plans and upskill your team where required.

Helping our businesses realise their investment in coaching is about 3 ongoing activities:

STEP 3: REALISATION


“An idea that is developed and put into action is more importantthan an idea that exists only as an idea.” Buddha

This is where things get interesting. The only thingmore exciting in business than success, is repeated andsustained success.

We ensure that each year we're bringing to the table newinsight, new ideas and new opportunities to wow yourclients and grow your business.

STEP 4: EVOLUTION

One of the great pleasures of coaching is watching a firm grow and improve year-after-year. One of the great tragedies is watching a thriving business fail to change and innovate.

Our approach is to look on every year as an a opportunity to build on the last; to seek out ways to be better, achieve more and deliver greater value to clients.

A big part of our role also lies in pushing firms to push themselves. We're passionate about innovation.

Celebrate successes and recognise milestones; something most forget to do.

Identify and analyse failures, knowing they teach more than any success.

Redefine objectives and tweak the business vision where needed.

Take firms through a rePlanning session, to reset plans and targets for the year ahead.


Annually we work with our coaching clients to:

“Repeating is harder than anything else.”Usain Bolt

Innovation is change that unlocks new value. Finnovationis the way we help advice businesses achieve it.It's our "value-add" offer. A proprietary process, leveraging Silicon Valley startup methodologies and able to be run concurrently with our DARE methodology, that provides the means for ambitious firms to play at the very edge of what's possible. To develop brand new offerings and business elements, including online tools, digital products, gamified client engagement and a whole host of other potential areas ripe for innovation.

A five step process to assess your firms capacity for innovation, identify the right opportunities and take

steps to make your ideas reality.

We're serious about helping create the future of advice. We believe it's businesses like yours who will create it. Finnovation is our means to make it happen.

ENVISIONScope your future model and test it.

VALIDATETest under real world conditions, evolving to a scaleable solution.

ACTIVATELeverage the power of four 8s to implement and launch.

INSIGHTIdentify the problems within your

business that are worth solving.

FOUNDATIONEstablish a strong business

base and nurtute the 5 power areas that determine your

business’s ability to innovate.

FI

8VN


“The best way to predict the future is to invent it.”Alan Kay

YOUR PROGRAMOPTIONS

AUGMENTI Our flagship coaching program

Augmenti is our program for ambitious businesses targeting extraordinary growth.

It's the complete business growth support program, incorporating all elements of our DARE methodology. An "Access-All-Areas" pass to Audere's coaching services and our most recommended program when it comes to results.

RIGHTPATH Strategic analysis & planning

For teams wanting to get on the fast track from day one, we've developed RightPath.

It's a business analysis and planning program for businesses who want to leverage the skills of professional business facilitators to identify where they stand, the most effective strategies to implement for success and bring their team together to create a inspiring and motivating business planning experience.

Diagnosis Action Plan Realisation Evolution



TASTE Introductory coaching

Taste is our "sampler" program, giving businesses the chance to try our coaching by starting specific.

It involves diving straight in, by focusing on 2-3 very specific business issues (for example; financial reporting and building an amazing culture, or pricing and CVP development) over the course of three months.


TESTIMONIALSDon't just take our word for it

Empire Risk was an echo chamber of ideas before we first met Stewart Bell. He has been a revelation and first class addition to our team. He's motivated us to great results and given us the confidence to view success and high-performance with fresh eyes. Stewart is innovative and resourceful well beyond what we could have hoped for. This adaptability is essential within our chosen market place.

We cannot speak highly enough of Stewart as a coach, a strategist and a quality person.

Daniel Isenhood | Managing Director, Empire Risk

Stewart delivers! Cuts to the chase and can articulate complex issues and make them simple - that's a characteristic of all the great talents of the world. They make it look easy!

I now find business processes much easier and this clears my mind for what I'm good at; creativity. Stewart's value-add far outweighs his price. Wished I'd met him 5 years ago!

Paul Hardick | Owner, First Capital Financial Planning

Stewart has a great understanding and detailed knowledge of the financial planning industry and the values your clients are looking for. His expertise lies in showing advisers how to demonstrate the true value of advice in a consistent and concise way that maximises revenue. He also is a true creative thinker when it comes to new ways of approaching issues within a practice and creating plans to implement change for the better.

All in all, it is still about results and Stewart delivers, from the concept stage to the final outcome.

James Williamson | Managing Director, Millhaven Financial

Stewart has the ability to take common business problems, break them down into simple-to-implement chunks, line up the ducks and make it easy to get stuck into doing. I connected with Stewart on both a professional and personal level, and this enabled me to appreciate the value of aligning these two things when building my business. The fact he’s worked with so many other businesses has given me access to a wide repository of client engagement tips, business ideas and other knowledge that I found well worth paying for.

For businesses who are serious about being kept accountable for progressing to the next level, I would recommend Stewart as an excellent coach.

Matt Oake | Senior Adviser, DWL Financial

MORE TESTIMONIALS ARE AVAILABLE ON OUR LINKEDIN PAGES.


NOTESCapture your best ideas before they fly away



No matter what stage yourbusiness is at, if you haveambition to grow and innovate,we can help you.

Business analysis and strategic planningOngoing coachingSpecialist training and consultingBusiness improvement and innovation

[email protected] 988 765www.audere.com.au

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Audere Coaching & Consulting brochure