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5-Star Onboarding

You only get one chance to make a first impression so take it.

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First impressions open doors.

Roll out the red carpet to new clients, start staff off strong and offer resources clients will actually use.

In Week One we start by focusing on roll out the red carpet for your newest clients by sharing with you a system for involving, informing and motivating them to understand and engage with advice and, in the long term, value it and become your biggest advocates.

In Week Two our attention turns to another vital first impression to get right as I share the Inspired Hiring system for finding the right staff and the onboarding system for handing over the right stuff and getting your people up to speed sooner.

funnel

In Week Three we take a peek into the future of advice, but instead of focusing on what portal to use, we'll also dive into the far more important question of what needs to happen to get client using it and actually make it an integrated part of your value proposition.

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 start by focusing on roll out the red carpet for your newest clients by sharing with you a system for involving, informing and motivating them to understand and engage with advice and, in the long term, value it and become your biggest advocates. 

Session 2 is where our attention turns to another vital first impression to get right as I share the Inspired Hiring system for finding the right staff and the onboarding system for handing over the right stuff and getting your people up to speed sooner. 

In Session 3 we're going to take a peek into the future of advice, but instead of focusing on what portal to use, we'll also dive into the far more important question of what needs to happen to get client using it and actually make it an integrated part of your value proposition. 

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 starts 27 September 2021

Got questions?