Elixir Consulting is a specialist coaching firm for financial advisers and risk advisers around Australia.
We are passionate about the value of excellent financial and risk advice, and we love small business. Everything we do is centred around helping business owners and their people to build better, more profitable advisory businesses and ultimately, a better lifestyle both for their clients and themselves.
December 5, 2013
Pricing insurance advice post-FoFA
For advisers providing advice on insurance, it has traditionally been difficult to price that advice. While commissions largely remain post-FoFA, they are banned on some types of personal insurance. In my revised edition of Pricing Advice, I have devoted a much larger chapter to this area. An excerpt from this chapter has run in this [...]
November 28, 2013
Outsourced paraplanning – how to make it work
Establishing an outsourcing relationship can be a challenge for those organisations that currently complete paraplanning functions in-house. In my experience, the process can sometimes fail right from the beginning and before the outsourcing relationship even starts! In choosing to outsource, you are effectively giving control of a function of your business to another person or [...]
November 15, 2013
What’s your ‘bigger-than-you’ reason?
I recently invited several successful tech-entrepreneurs to a workshop to critique a business I’ve been working with as an investor. The day was full of insightful feedback and heated discussion, as you’d hope for when bringing together strong-minded business people with a record of success. One comment, made early in the day, stuck with me. [...]
October 30, 2013
When is the right time to quote my fee?
One question we’re often asked by advisers, is “when is the right time to quote my fee?”. It’s one thing to determine how much to charge, it’s also incredibly important to know how and when to position it with your clients. The following is an excerpt from the revised edition of my book, Pricing advice: [...]
October 4, 2013
Webinar – Modern Marketing for Advisers
Modern marketing, such as social media, blogging and online marketing, remains a mystery for many advisers. Yet those firms who grasp modern marketing techniques can easily differentiate themselves in the marketplace. Michael ‘MC’ Carter was our special guest presenter for this webinar, which you can watch now… There are now a whole raft of free [...]