ULTIMATE CLIENT EXPERIENCE

The last guide to client engagement, retention and satisfaction you’ll ever need.

This course is now taking enrolments for a 17 March 2020 start.

Places are limited and once sold out, registration will close.

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A six week, rapid, guided implementation program designed to give you...

Create an ongoing service proposition that will get traction with more clients, new and existing.

Build a service delivery model that keeps clients longer and makes you highly referrable.

A system to market to existing clients using original content with only 1-2 hours per month.

Build your business's 90 day onboarding sequence

Deliver a five star Review experience and a suite of visual tools that supports it.

Get a handle of the best tech to use, how to use and what to avoid

HOW IT WORKS

In just six weeks, you'll renovate the way that you engage prospects, leads and ongoing clients in a way that allows you to work the way you want whilst also vastly improving the experience at their end.

Unlike programs that take months to implement, require significant hourly outlays to have consultants come tell you what to do (but miss out the"how"), then leave you to fit the work into your busy schedule.

A DIFFERENT APPROACH

As part of a focused peer group of other advice businesses, you'll be part of a step by step process, week by week, delivering...

INSIGHT

Week by week, I'll show you what you need to do and how to do it, with the tools and support to put into action.

APPLICATION

Supported by practical tools and proven methodology we dive into during sessions to get it done.

SUPPORT

The opportunity to unpack the nuances of it specific to your business and your situation in live Q&A.

REVIEW

Have your pricing models by your peers and the means to learn from and help others along the way.

Places limited to 20 participants on an approved application first basis.

If you'd like to be part of it, please register your interest to avoid disappointment.

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Ready to rock?

Sneak Peek
Delivering A Review

Sneak Peek
Templates

Sneak Peek
Engagement Map

Meet your coach

Stewart Bell is Founder of Audere, Author of Finnovation and Creator of the Leveraged Advice Program.

Over the past two decades I've helped hundreds of advice professionals and financial experts increase profit, find more time and build the right tech and team behind them to achieve greater success.

I created The Leveraged Advice Firm programs to enable advisers, accountants and brokers through our Leveraged Advice Program to achieve exponential growth.

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COURSE REQUIREMENTS

In order to get the best results out of this program, I suggest you have the following:

At least 2-3 Reviews coming up in April, so we can roadtest your new process.

An interest in marketing to your existing client base (albeit in a way that only takes a couple of hours a month and doesn't cost the earth)

Willingness to implement. If you need weeks testing 50 different fee models, this isn't going to work for you. You need to be ready to act.

Knowledge of your clients. It's easier to craft the right experience if we know who we're crafting for.

Commitment. If you don't feel you can make time for the live training and/or catch-up via recordings, this may not be the course for you.

Do the pre-work before Week 1. Tracking progress is a key element. Unfortunately, anyone not completing the pre-work will not be able to proceed to Week 1.

Trust in the process. We will move fast. It's natural that sometimes you won't want to do the tasks or be skeptical, but put this to one side, take action, trust in the process, and you will see the benefits.

Equipment. You'll need a computer with online meeting capability and the ability to access our members site to get the tools

STANDARD

EARLY BIRD PRICING

YOUR INVESTMENT

$1,500

AUD

$1,200

Early bird 20% discount

_{or 3 x $500}

Participation in the full six week, guided implementation program, delivered by me.

Access to all session recordings, including recordings from previous sessions so you can go back and refresh, or recap, whatever you need

Full access to a suite of tools templates and visual tools that you can grab personalised and use it to make your transition easier.

One Refresh/Rerun credit so anytime in the next 24 months if you feel the need to go back and rerun your pricing model, you can do so at no extra cost.

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STILL ON THE FENCE?

All programs come with a 14 day refund or replace guarantee.
So if it turns out this wasn't what you thought you needed, you can hand back the course content for a full refund or s witch it for something else.