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The twelve disciplines

Every tool, in one place.

The book names twelve disciplines that work like a flywheel, each push making the next easier. Inside every discipline sit the tools that turn it from something you agree with into something your practice actually does.

See it as a road mapFull screen · every stop explained

Outside the twelve

The 12 Disciplines Diagnostic Available now

Sixty questions across all twelve disciplines, three hundred graded responses, and a written report that names the discipline holding the rest back.

60 questions12 disciplinesA$475 a year
Register free Try the free Quick Diagnostic

Start here · type your figures once

Your practice figures

Your revenue, yearly costs and balance sheet are entered once, on your Business Profile. The Simulator and the tools read them from there, so the results are about your practice rather than an average one.

Open my Business Profile

Free · built from your own data

The Business Simulator

Run your own practice for up to five years, starting from your real figures. Each year takes about 15 minutes: plan what to change, watch the forecast and your bank balance move with every choice, handle three things the year throws at you, then see your statements before and after and what each choice was worth. From year three you can sell.

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Strategic clarity is the single biggest determinant of what an advice business is worth and how fast it grows. This discipline settles who you are for, what you sell and what the business is meant to become.

Purpose and Strategy Tool

Finds the business purpose, three values, a three-year picture, an ideal client, a value proposition, a strategy health score, three strategic priorities, goals and a 90-day plan.

11 steps60 to 90 minutesReads the diagnostic
Register free

Business Model Design Tool

Chooses how the business works across eight building blocks, tests the economics and service levels, scores model fit and lists changes to make.

9 steps45 to 60 minutesReads the diagnostic and strategy
Register free
Add this discipline, A$475/yr One-off, A$475 a year. Or open all twelve for the whole team with the Practice licence.

Client experience is a strategic asset rather than a nicety - it drives retention, referrals and revenue.

Client Engagement, Service and Experience Tool

Maps the client journey end to end and sets the service standard for each tier.

Register free
Add this discipline, A$475/yr One-off, A$475 a year. Or open all twelve for the whole team with the Practice licence.

A documented advice process is what makes you different from every other adviser in your market, and what produces regulatory compliance as a by-product.

Advice Process Tool

Documents the six-step advice process against Australian requirements, with the compliance checklist that turns it into evidence.

Register free
Add this discipline, A$475/yr One-off, A$475 a year. Or open all twelve for the whole team with the Practice licence.

Operations decide whether growth creates leverage or mess - this discipline breaks each workflow into steps, owners, obligations, cost and risk.

Operations, Workflow and Technology Tool

Maps your core workflows step by step, with a capacity and efficiency calculator.

16 sheets35 itemsStep-by-step costing
Register free
Add this discipline, A$475/yr One-off, A$475 a year. Or open all twelve for the whole team with the Practice licence.

This discipline moves a practice from silo to ensemble - clear roles, real accountability, career pathways.

Team Structure and Role Clarity Tool

Role descriptions, accountabilities and a plain-English account of who does what for every seat, built from the strategy.

Role libraryAccountabilities
Register free
Add this discipline, A$475/yr One-off, A$475 a year. Or open all twelve for the whole team with the Practice licence.

Technical, behavioural and operational competence, a learning culture past CPD compliance, and remuneration that drives the right behaviour.

Human Capital, Capability Development and Incentives Tool

Capability ratings, CPD tracking against the obligation, and a development plan for each person.

Capability ratingsCPD tracking
Register free
Add this discipline, A$475/yr One-off, A$475 a year. Or open all twelve for the whole team with the Practice licence.

Measures whether a deliberate pipeline exists that attracts and converts ideal clients -- brand and positioning, the referral system, and business development and growth measures.

Business Growth Tool

Forty-five scored questions across brand/positioning, referrals and pipeline, plus five builder libraries: channel plan, campaign builder, referral engine, positioning and message designer, and the growth maths.

GrowthMarketingReferralsPositioning
Register free

Marketing Planning Tool

Reads Disciplines 1, 2, 5 and 7 through the shared practice profile and builds the year's actual marketing plan -- asks the business for nothing another tool already holds.

Marketing planGrowth
Register free
Add this discipline, A$475/yr One-off, A$475 a year. Or open all twelve for the whole team with the Practice licence.

True cost to serve, the hidden subsidies draining the margin, pricing that reflects value, and capacity planning so utilisation never costs advice quality.

Pricing, Profitability and Capacity Diagnostic

A 45 question assessment across pricing and cost economics, profitability and margin management, and capacity and sustainability.

pricingprofitabilitycapacityfeesmargin
Register free

Fees, Capacity and Business Plan Creator

Reads your strategy, business model, team roles, human capital and growth results through the shared profile, then builds a cost, fee, capacity and one year business plan pack.

pricingfeescapacitybusiness plan
Register free
Add this discipline, A$475/yr One-off, A$475 a year. Or open all twelve for the whole team with the Practice licence.

Tracks whether an advice business can see, measure and prove the value it delivers beyond investment returns, across protection, debt, cash flow, growing wealth, tax, superannuation, estate planning, and goal progress and client confidence.

Client Outcomes Diagnostic

Fifteen scored questions across three areas -- Seeing the Whole Client, Proving It, Using It -- reads Discipline 2's client confidence and Net Promoter Score and Discipline 3's discovery goal-capture, never re-measuring either.

Client OutcomesVisible ValueGoal Progress
Register free

Client Outcomes and Goal Progress Builder

The practical, day to day tool: a client by client baseline register across the eight Visible Value Framework dimensions, a goal builder, a behavioural coaching log, and a year on year business level roll-up.

Client OutcomesGoal ProgressCoaching Log
Register free
Add this discipline, A$475/yr One-off, A$475 a year. Or open all twelve for the whole team with the Practice licence.

Identifies risk across operational, conduct, compliance, strategic, financial, reputational and cyber dimensions, with preventive, detective and corrective controls.

Governance, Risk and Compliance Diagnostic

Fifteen scored questions across three areas: governance structure and accountability, risk identification and management, and assurance, incidents and cyber security. Reads Discipline 4's cyber and technology results rather than measuring them again.

GovernanceRiskCompliance
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Risk Register and Board Report

An ongoing risk register across seven categories: inherent and residual heat maps, cost at risk, a dropdown fix library, governance roles, a compliance calendar, a file review tracker, ISO alignment and a locked review archive that builds a year on year trend.

Risk RegisterHeat MapBoard Report
Register free

Breach and Complaints Management

A complaints register against the internal dispute resolution clock, an incident and breach register against the 30 day reportable situations clock, a structured breach significance assessment, and a quarterly root cause review that feeds the risk register.

ComplaintsBreach ReportingRoot Cause
Register free

Cybersecurity Snapshot Free

Free. Eight questions and an instant short report on multi-factor sign-in, encryption, backups, access, staff training, incident response and Privacy Act obligations.

FreeCyber Security8 questions
Open tool
Add this discipline, A$475/yr One-off, A$475 a year. Or open all twelve for the whole team with the Practice licence.

Reframes your value around what the client cares about now, builds the multigenerational wealth transfer strategy, and treats fee consent renewal as an opportunity.

Client Relationship Renewal and Reframing Diagnostic

Twenty scored questions across four areas: client segmentation and multigenerational strategy, communication and conversation, relationship renewal, trust and reframing, and measurement and feedback. Reads Discipline 9's client outcomes result as context.

RenewalSegmentationClient Relationships
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Client Service and Relationship Experience Survey

A client survey on eight service dimensions, recorded response by response, with distress flags for any client who needs a personal call, benchmarks and a locked wave archive for year on year comparison.

Client SurveyServiceDistress Flags
Register free

Value and Fees Perception Survey

A client survey on fee understanding and value for money, with a flag for every client at risk of not renewing their ongoing fee consent under the current 150 day rule.

Client SurveyFeesFee Consent
Register free

Advice Confidence and Advocacy Survey

A client survey on confidence in the plan, the adviser and the relationship, plus a willingness to recommend score worked out by the promoter, passive and detractor method.

Client SurveyConfidenceAdvocacy
Register free
Add this discipline, A$475/yr One-off, A$475 a year. Or open all twelve for the whole team with the Practice licence.

Values the business, names what drives the multiple, chooses the exit pathway, and builds the continuity arrangement that activates when the principal cannot.

Succession, Continuity and Enterprise Value Diagnostic

Fifteen scored questions across three areas: valuation and enterprise value, succession and exit planning, and business continuity and risk protection. The launch point for the four Discipline 12 working tools.

SuccessionValuationContinuity
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Valuation Tool

An indicative value range triangulated from three methods, a recurring revenue multiple, an earnings multiple shown two ways and a discounted cash flow, adjusted by a seven driver value scorecard.

ValuationEnterprise ValueMultiples
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Succession Planning Tool

Five exit pathways compared on one weighted scorecard, a ranked successor register, a client transition plan and a succession funding and insurance check against your indicative value.

SuccessionExit PlanningSuccessor
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Business Continuity Tool

A continuity plan across eight elements, a continuity risk register, an income protection and business interruption insurance check, and the annual review and test tracker.

ContinuityDisaster RecoveryInsurance
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Buy or Sell Strategy Tool

Screens an acquisition target against a weighted fit scorecard and a due diligence checklist, and on the sell side compares buyer types, deal structures and a client and staff retention plan.

AcquisitionSaleDue Diligence
Register free
Add this discipline, A$475/yr One-off, A$475 a year. Or open all twelve for the whole team with the Practice licence.

Business Excellence Roadmap

The thirteenth tool. Asks no questions of its own: it brings the 12 Disciplines Diagnostic and every completed discipline tool together into one business score, shows where the diagnostic and a deeper tool disagree, and orders every tool's own priorities into a four phase, 24 month plan.

Available now Included with the 12 Disciplines Diagnostic.