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Client Experience

Engage, retain, and blow the lights out on client satisfaction!

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EXPERIENCE IS THE BEDROCK OF RELATIONSHIP.

Differentiate your business completely to turn great clients into lifelong fans.

Week One we dive straight into how you'll wow clients from the moment they say yes into Year 2 and beyond. We'll show you different ways of doing it, share dozens of templates to show you how we do it and outline how to set up your workflow to support-amate delivery.

In Week Two we cover how to master ongoing marketing and communication to existing clients, including how to make plan ahead, elevate your communications to make them a point of difference and leverage certain technology to not only make communication more impactful but more efficient too.

funnel

In Week Three we'll bring it home and cover the important ground of ensuring that whatever you decide to deliver it doesn't become dependent on any one person or hard to manage in the background by covering process mapping, templating, workflow and of course ensuring that your systemise remains as simple and lean as it can be.

IMPLEMENTATION, NOT INFORMATION


93% of online courses never get finished, and certainly never achieve the result intended.

Fast Track is about getting the result.

HOW IT WORKS

Live Training

3 live, interactive sessions over 3-weeks.

Project Focus

Step-by-step implementation plan.

Take Action

Clear actions each week with  accountability.

Fully Templated

All the templates and tools you'll need.

Personal Support

You'll be coached every step of the way.

Work with Peers

Be part of a group of others working together

Additional Training

 8-weeks access to supplementary content.

Proven Methodology

The system that helps our clients achieve more.

OUR RUN SHEET

Week 1 kicks off with access to course materials via our program portal, meeting your peers who will be part of it with you and a small and very manageable piece of work to get your prepped for what's ahead.

Session 1 we dive straight in with a "camera-on", interactive session to explore how you'll wow clients from the moment they say yes into Year 2 and beyond. We'll show you different ways of doing it, share dozens of templates to show you how we do it and outline how to set up your workflow to support-amate delivery.

Session 2 is where we'll cover how to master ongoing marketing and communication to existing clients, including how to make plan ahead, elevate your communications to make them a point of difference and leverage certain technology to not only make communication more impactful but more efficient too. 

In Session 3 we're going to bring it home and cover the important ground of ensuring that whatever you decide to deliver it doesn't become dependent on any one person or hard to manage in the background by covering process mapping, templating, workflow and of course ensuring that your systemise remains as simple and lean as it can be.

SIMPLE PRICING

Current Leveraged Members

$0

Participation in Fast Track is included for both current Leveraged & Leveraged Online members
Non-Leveraged members

$995

All Live Training
8 week access to all content & recordings
Coaching support for the duration
Supporting tools, templates and workbooks
Full program participation

YOUR GUIDE

Hi. I'm Stewart Bell, Business Coach and Founder of Audere.

For the last two decades I've been helping advisers, accountants and financial experts to build better business, and the last seven of those have been spent working in the space between progressive advisory models and the methodologies that fuel fast-growth tech startup firms.

I'm excited to share with you the fruits of that work, proven practical solutions across a range of areas, all highly relevant to advice firms, and tested, honed and proven from within The Leveraged Advice Firm program.

I'm even more excited to work with you personally to put these to work in your own business to help you create more impactful, profitable and efficient ways of working, to enable you to give more great advice to those who need and want it.

Enrolment opens 24 May 2021

Got questions?