Audere Coaching & Consulting

Audere Coaching & Consulting Audere is a business coaching & consulting firm, in Sydney. We are a great resource for all coaches,

I've noticed a recurring pattern when financial advice firms grow from three staff to eight.The principal usually hires ...
06/04/2026

I've noticed a recurring pattern when financial advice firms grow from three staff to eight.

The principal usually hires those extra five people to find more time, yet they end up with less freedom than they had as a solo operator with one or two support people.

The common response is to assume the problem lies with the people. Owners look for 'better' staff or more experience, thinking they just haven't found the right person to take the load.

The reality is usually simpler and more structural.

When you're a team of three, you manage by osmosis.

You hear the phone calls, see the emails, and correct errors in real-time.

It’s messy, but it works because you are the filter for everything.

Once you hit eight plus staff, that filter becomes a bottleneck.

Most firms carry 'small team' habits into their 'medium team' reality. They stay in a hub-and-spoke model where every minor client query or technical hiccup travels back to the founder for a final nod.

Smart people keep doing this because they mistake '𝘬𝘯𝘰𝘸𝘪𝘯𝘨 𝘦𝘷𝘦𝘳𝘺𝘵𝘩𝘪𝘯𝘨' for '𝘤𝘰𝘯𝘵𝘳𝘰𝘭𝘭𝘪𝘯𝘨 𝘲𝘶𝘢𝘭𝘪𝘵𝘺'.

This is how you end up with scaled overheads but stagnant operational maturity, paying for a team but you’re still the primary problem-solvers.

For those who've made the jump: what was the first thing you had to 'stop' doing to let the team actually lead?

***

If you feel like your firm is growing in revenue but shrinking your personal time, book a Practice Growth Session. We can help you pinpoint exactly where the ex*****on gap is.

There's often one crucual metric most KPI dashboards are missing.It quietly shapes everything, yet rarely gets tracked.W...
15/08/2025

There's often one crucual metric most KPI dashboards are missing.

It quietly shapes everything, yet rarely gets tracked.

We all know the usual suspects:
- Number of leads
- Quality percentages
- Conversion rates
- Pipeline stages

However, there’s a deeper layer that many overlook.

It’s not a number you can easily plot on a graph. It’s what I call the “trigger.”

=Every new client, no matter how they find you—referral, partnership, digital ad—has a moment.

A tipping point.

Something specific happened that made them say, “Today’s the day I reach out.”

Maybe it was a conversation with a friend. Maybe a life event. Or maybe they stumbled across an article that hit home.

We rarely ask, “What was your trigger?” But when we do, the answers are gold.

Why does this matter?

Because tracking these triggers can transform your marketing.

Suddenly, you’re not guessing what motivates people—you know. You can:
- Build campaigns around real-life moments
- Equip partners and referrers with the right stories
- Spot patterns in what actually moves people to act

It’s easy to get lost in the numbers but sometimes, the most powerful insight isn’t a percentage or a pipeline stage—it’s the story behind the action. That’s where the magic happens.✨

Do you track the reason people show up? T

03/08/2025

If you're a business with more than 10-15 employees driving software change within your business, this could potentially save you a lot of time and wasted money.

There's a handyman service, one street across from our offices with the slogan...

"We repair what your husband fixed".

We all know the saying, "If you think a professional is expensive, try hiring an amateur"

In the video below, I unpacked an example of a change management/ transition plan for a change of CRM, in this case going from XPlan to Worksorted.

If this seems like a lot of work, trust me when I say...

It's far less than the cost of not doing it right the first time.

What's your take on it?

31/07/2025

Copying others’ tactics won’t bring success unless you match quality and value.

Take Tony Robbins or Alex Hormozi: many copy their methods, but their success came from consistently delivering exceptional value first.

Tony started small, working one-on-one with relentless effort day after day.

Alex’s $105M Gym Launch was a proven system based on consistent results.

I recently spoke with a firm that spent thousands on a social media strategy that worked for another company. Without the right offer, network, and experience, it didn’t deliver for them.

Success isn’t copying a playbook—it’s making your own version, wrapped in your unique quality and value.

28/07/2025

If you've got 78 seconds and you'd like to get vastly better output from AI, I'd love to help.

AI's potential is there, but it thrives on feedback and iterative refinement.

If you're giving it one line commands, you shouldn't expect to get much back.

The right prompts can turn average results into exceptional ones.

The key for me has been leveraging personas and iterations to fine-tune your AI outputs.

(And building a prompt that builds prompts)

What's worked for you?

22/07/2025

Remember when smoking on planes was normal?

I do. The number of Sydney to London flights where, as an 8 year old, I had to sit in the smoking section.

Crazy to think about it now!

This was one of several interesting insights that came out of the discussion I had with Kelly McLean during our discussion about First Call service and how it translates into the advice space, including:
- How to be memorable enough to invoke spontaneous endorsement
- Conflict resolution
- The kind of little touches that stick in the memory

You will found the full recording on The Finnovator podcast or inside our Practice Success portal, but check out a quick snippet below

20/07/2025

Why Being in the Right Spot Makes All the Difference 🎯

About five years ago, I ran a two-day workshop.

We were super careful about every detail, especially the audio recordings.

We had a sound technician on board to handle this, and the plan was to upload everything on our member site so anyone could revisit those insights anytime.

Here’s where things got interesting...

During a break, the sound tech came up to me with a request.

He was involved in a direct investment scheme and wanted to chat with the financial advisers in the room.

Needless to say, he didn't get much traction.

This workshop moment stuck with me because it’s such a clear example of why holding a position of influence matters.

It’s not just about having access to people or a great pitch — it’s about being aware of how people see you and how your words gain strength when they're supported by evidence of your actions.

I’m on a coaching call the other day, and we’re deep in the weeds—talking about AI. The practical stuff: quality control...
14/07/2025

I’m on a coaching call the other day, and we’re deep in the weeds—talking about AI.

The practical stuff: quality control, checking SMAs, verifying data. The nuts and bolts.

And then someone throws out the big question:

“What do we need to think about when we’re rolling this out?”

I look at the panel in front of me—three business owners, three very different stages. And it hits me.

There isn’t just one answer here. There are three.

- There’s the start-up, just ticking over 12 months old, but sharp as a tack.
- The mid-sized firm, gearing up for an acquisition journey. (Exciting times, but a whole new set of headaches.)
- And then the big one—a national firm, 35 practices strong, with all the moving parts you can imagine.

Now, when people ask me who I work with, I usually keep it simple:
“I work with practice owners.”

If they want more detail, I’ll say, “Financial advisers, accountants, mortgage brokers—or the firms that do all three.”

But no one ever asks about the differences inside that group.

The business models, the challenges, the way they need to approach something like AI. And honestly, that’s where things get interesting.

Let’s break it down:

**For the start-up:**
Speed is your friend. You can implement AI fast—no legacy systems, no red tape. The focus? Freeing up your time. Giving the principal (probably you) a bit of breathing space. Because let’s be honest, you’re wearing all the hats right now.

**For the mid-sized firm:**
It’s about consistency. You want AI to help with communication, to spot errors before they become problems, to help you build systems that scale. You’re not just thinking about today—you’re thinking about tomorrow, and the day after that.

**For the big national firm:**
Slow and steady wins the race. You can’t just flick a switch and hope for the best. Everyone needs to know what’s changing, what they can and can’t do. Training is key. You want to avoid the dreaded “change management friction.” Because at this scale, one small misstep can turn into a big headache.

And honestly, this is why I love working in this niche.

On the surface, these businesses look the same but dig a little deeper, and the challenges are completely different.

It keeps things interesting. Keeps me on my toes. And it means there’s always something new to learn—no matter how long you’ve been in the game.

🚀

So, next time you’re thinking about rolling out something new—AI or otherwise—ask yourself:

Where am I on this journey?

Because the answer you need might be very different from the one you expect.

08/07/2025

I’ve been thinking more about what AI may change that people aren't talking about, and I found myself thinking about Google.

It's unbelievable to think Google has only existed for half my life. It's one of those sites we’ve all relied on for years.

And how does Google make most of its money?

Advertising - over 75% of it - from those keen to turn all our typing, searching and scrolling into purchases.

But here’s where it gets interesting (and a bit tricky) for digital marketing...

- If people stop browsing through pages, what happens to SEO?
- What happens to all those strategies that rely on clicks and rankings?

If browsing pages is over, is digital marketing done?

😬 Yeah, that’s a wake-up call.

Then there’s another side to this story—trust.

If, instead of searching for information, it's brought to us, how do we know the information is legitimate?

How do we know that AI isn't telling us what someone else want us to hear?

What's your take on it?

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UNIT 1/30 MADDOX Street, ALEXANDRIA
Sydney, NSW
2015

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