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NEW CLIENT ENGAGEMENT

Make your new client process hum, from first contact to "let's do it".

NEW CLIENT ENGAGEMENT

Make your process hum, from first contact to "let's do it"

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MASTER YOUR ENGAGEMENT.

Make your process hum, from first contact to "let's do it"

You'll implement the most powerful minute-for-minute framework on the program, taking the lead from the start, adding value and preparing clients to engage and make a call about working with you.

You'll implement our proven Plan Scope session framework to be able to optimise your own to convert more easily and with less fee sensitivity with zero pre-work and get a decision on the day.

funnel

Being able to explain your offer, value and key financial concepts visually is one the true secrets to making it easy for clients to say yes. In this final session I'll our the very best visual tools from the program, show you how to use and them and how to customise them for your own style

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

3 Live Sessions

3 live implementation sessions over 3-weeks.

Project Focus

Approach it step-by-step, from start to done.

Action Focus

Clear actions each week with accountability.

Fully Templated

Tools and templates to make it easy.

Personal Support

You'll be coached every step of the way.

Work with Peers

Be part of a group getting it done together.

Supporting Content

 8-weeks access to supplementary content.

Proven Methodology

A system that about results, not information.

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 implement the most powerful minute-for-minute framework on the program, taking the lead from the start, adding value and preparing clients to engage and make a call about working with you.

Session 2 is where we implement our proven Plan Scope session framework to be able to optimise your own to convert more easily and with less fee sensitivity with zero pre-work and get a decision on the day.

In Session 3 we're going to work on explaining your offer, value and key financial concepts visually, and I'll share the very best visual tools from the program, show you how to use and them and how to customise them for your own style

SIMPLE PRICING

Current Leveraged Members

$0

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

$2,000

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 1 March 2021

To reserve a place or find out more...