HOW TO BUILD A
LEVERAGED
ADVICE FIRM

Profit. Automation. Liberation.

Step-by-step, learn and implement 9 strategies taking advice firms into a new golden age of advice.

Enrolments now open for our next intake

NEXT EXCELERATOR is on the 26-27th October

Applications close 26th September

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OUR MISSION IS SIMPLE…

We're changing the game of financial advice, to solve more people’s money issues with greater ease.

To achieve this we’re building the systems that enable great advisers to solve business model issues restricting impact, curtailing growth and stopping them doing the work you love.

Are you ready to reinvent advice?

Hi. I'm Stewart

If you’re an advice professional trying to deliver great advice to more clients, you know how hard it’s become to build a great business.

Disruption, legislative change and constant change is battering even the very best.

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  • It’s getting harder to find great leads and onboard them effectively.
  • Confusing to know how to market and what clients are looking for.
  • Challenging to know what tech to use and how to manage your client base efficiently.
  • Challenging to find great, motivated staff who will drive your business forward.
  • Impossible to find time to bring it all together and build a business that will provide you the freedom you started out to achieve.

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It’s a perfect storm of challenges… 

… and opportunity.

As a coach who has been consulting to financial advisers, brokers and accountants for two decades, I’ve made it my area of expertise to help great advisers build business models that can scale.

I’ve taken the know-how borne in Silicon Valley of how to create businesses that grow fast and stable, melted it together with the specialist know-how needed to deliver great advice, to create a program that gives you the 9-building blocks of a Leveraged Advice Firm.

Here’s the skinny on the program.

The Problem we're solving

The inspiration for program came from recognising that advice business are becoming harder to run and grow.

This is insight came from two decades in the financial services consulting space, and a touch of insight into the world of online tech startups,

The issue is scale.

Traditional advisory models are dependent on people. As such they frequent rely on manual  processes, use technology poorly and rely on increasingly outmoded methods of servicing and marketing.

As the world of business changes, features of the new landscape - competition, greater competition for talent, and changing consumer expectations - create roadblocks to growth, systematically reducing your ability to help those who need your help most.

They also make it harder for you to meet your own personal and business goals.

In short, current models are becoming obsolete.

So, the 'why' of this program is all about providing advisers with genuine intention to help people achieve financial freedom within their lifetime, to implement business models to overcome these constraints.

 

Menu:            THE PROGRAM             THE GROUP               REVIEWS                CONTACT                BLOG

As well as working across those three areas, the program is built on three “pillars" which, when combined, drive maximum results.

Pillar 1: Delivering great content across all three topic areas and nine strategies, to give the insight needed.

Pillar 2:  Providing practical coaching support (not just theory and bluster) to define and refine plans for your business and ensure that every has participant can implement effectively.

Pillar 3:  Mobilising an awesome community of like-minded, innovation-savvy advice professionals to support each other along the journey, and provide the incentive and motivation to make it happen

Unlike some other programs, this isn’t about group coaching vs. 1:1 coaching, or about complex theoretical models based on what worked for one particular type of firm.

Its about three elements coming together to drive the best possible outcomes.

This isn't a program for every business, but it may be right if.

  1. You’re progressive, at reasonable revenue but you’re looking for ways to scale up.
  2. You’re a mature business, but you’re struggling to see how you can grow AND continue to deliver your current service model whilst absorbing all the legislative changes
  3. You’re good with clients and give good advice, but it all takes a little longer to get things done than you’d like.
  4. You know what type of business you want or how you want things to look, but you’re missing a few ideas as to how to make it work.
  5. You’re doing something outside the box, and feel like you’re treading the path without the support your need.

Ask those we've worked with..

PROGRAM CONTENT OVERVIEW
This goal with this course is….

WHAT YOU’LL LEARN

  • How to build a killer proposition and become an authority in your space.
  • Transition from manual prospecting to automated leadgen.
  • Techniques to generate mutually beneficial partnerships, systemise getting client referrals and building better business networks.
  • A marketing system that brings in the right clients primed with insight into who you are, what you do and ready to have you do it for them.

TARGET OUTCOME
Implemented strategies that generate more of the right leads

WHAT YOU’LL LEARN

  • How to control the experience from first contact to terms of engagement.
  • A proven and clearly outlines framework for a consultative first appointment that delivers unquestionable value from the first minute.
  • A system that has you more easily demonstrating value, getting agreement on what’s needed and a clear commitment to proceed.

TARGET OUTCOME
Convert prospects into clients with less friction

WHAT YOU’LL LEARN

  • How to build a killer proposition and become an authority in your space.
  • Transition from manual prospecting to automated leadgen.
  • Techniques to generate mutually beneficial partnerships, systemise getting client referrals and building better business networks.
  • A marketing system that brings in the right clients primed with insight into who you are, what you do and ready to have you do it for them.

TARGET OUTCOME
Implemented strategies that generate more of the right leads

Business growth and positive evolution

WHAT YOU’LL LEARN

Finding great clients is a must, but if you’re not able to service enough of them you’ll end up with a business that takes every minute of your day to manage.

  • Build an service model that removes you as the foundation of your value.
  • Identify how to add refine your offer so it removes elements that drag.
  • Implement service systems that use tech to enable a high-touch, personalised service that’s easier to deliver than any traditional model.

TARGET OUTCOME
Implement next generation client servicing models that consistently exceed expectations.

WHAT YOU’LL LEARN

What you charge isn’t as important as how you do so profitably.

  • Build the right offers at multiple profitable price points
  • Learn how to access the 85% of the market other firms continually miss.
  • Strategies to stop just delivering your advice, but package it up to meet the ascending needs of modern clients.

TARGET OUTCOME
The means to create profit across different market segments

WHAT YOU’LL LEARN

  • How to build a killer proposition and become an authority in your space.
  • Transition from manual prospecting to automated leadgen.
  • Techniques to generate mutually beneficial partnerships, systemise getting client referrals and building better business networks.
  • A marketing system that brings in the right clients primed with insight into who you are, what you do and ready to have you do it for them.

TARGET OUTCOME
Implemented strategies that generate more of the right leads

Lock-in retention and increase business value

WHAT YOU’LL LEARN

  • How to an effective team and stop trading time for money.
  • Get clear about where you’re heading and why with crystal clear Vision & Mission.
  • Fine tune your culture, recruit well, playbook your impact and develop an outsourcing mindset to go faster.

TARGET OUTCOME
Better leverage the talent within your team to work less, yet do more.

WHAT YOU’LL LEARN

  • Build your Practice Operating System (OSX) and get others doing the heavy-lifting
  • Make easier to train, direct and and support-amate the key processes, systems and procedures that will take your firm from small practice to scalable advice firm without the pain.
  • Apply cutting edge tech and tame the stuff you already have.

TARGET OUTCOME
Systematise your business with greater ease

WHAT YOU’LL LEARN

  • Free yourself from the constraints of other people’s priorities.
  • Adopt proven habits, routines and strategies of the worlds most successful people.
  • Get control over your business and control what happens and when.

TARGET OUTCOME
Better quality output in half the time

More time and freedom from operational matters

All this backed by proven frameworks, systems, tools, templates, plug n play processes and know-how to solve challenges first time.

THE GROUP

Some people believe growing a business is about who is in your team.

I say growing a business is about who is in your extended community of other business owners just like you who can support you, encourage you, share your successes and short-circuit your wrong turns.

The Leveraged Advice community is the finest group of future focussed advice professionals, all different models and disciplines, but with the same core goals.

Build business models that increase their impact.

WHAT PROGRAM MEMBER SAY

I have known Stewart for many months and his systematic/technology approach is making advisers wake up to the real world we are in today. Always full of quality actions and ideas, he's one man who adds real value and flair to your starting lineup.

~Christopher Bates

 

I have no made a business decision that has made more impact on my business than bringing Stewart on board.

~Paul Stoddart

 

I had the opportunity to get to know Stewart whilst we travelled around the country together on the GenXt tour 2016. His unique insights into building a better business that is “future proof” were incredibly refreshing and importantly, practical. I recommend you buy his book “Finnovate” and/or listen to him speak if you get the chance.

Matt Heine, Managing Director Netwealth Group

I caught Stewart speaking at the AFA GenXt Connect Tour 2016 in front of over 1,400 advisers. Stewart is a extremely thought provoking speaker who showed real expertise in sharing some very practical steps to innovate advice business models. Having read his book Finnovation before the event, it was great to delve deeper into relevant subject matter delivered by someone passionate about sharing it. If you get the chance I recommend either reading the book or alternatively listening to his ideas

Charles Badenach, CFP Financial Planner

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