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Taming Practice Technology

Get control of your tech for once & for the future

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MASTER YOUR TECHNOLOGY OR 

IT WILL MASTER YOU.

Communication, marketing and automation that allows you to get back to doing what matter most.

In Week One we dive into the #1 area where technology gets the better of practices, sharing the Tech Map we'll use to navigate our journey and how to divide and conquer communications in the digital age.

In Week Two we'll explore the best and most effective tech for delivering your marketing, making your engagements more personally and segmenting and managing client data with less effort and hassle, as well as explore the tech you should avoid like the plague!

funnel

In Week Three we'll attack the myths and misconceptions about what can and can't be automated, the options available to you both simple and complex for integrating and automating certain workflows and the most important traps to avoid as you go down the automation route.

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 the #1 area where technology gets the better of practices, sharing the Tech Map we'll use to navigate our journey and how to divide and conquer communications in the digital age.

Session 2 is where we explore the best and most effective tech for delivering your marketing, making your engagements more personally and segmenting and managing client data with less effort and hassle, as well as explore the tech you should avoid like the plague! 

In Session 3 we're going to attack the myths and misconceptions about what can and can't be automated, the options available to you both simple and complex for integrating and automating certain workflows and the most important traps to avoid as you go down the automation route. 

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 6 September 2021

Got questions?