Prac-Nav Business Coaching Program

Our structured, yet personalised Business Coaching program is provided with the philosophy that every financial planner/business owner is unique and has their own objectives for their business. It is our role to assist them to improve their business to deliver their own outcomes, as well as to strive for a high level of quality advice for their clients.
 
Our coaching program provides practical, hands-on support that is not theory-driven. We know what works and what can be implemented, and we assist our advisers to remain grounded in reality, whilst reaching for new heights of success.

Click here to download the Prac-Nav coaching brochure in PDF.

To make an enquiry about our Prac Nav coaching program, Lodge an online enquiry or download an enquiry form in PDF to print and fax.

Pricing Advice

Elixir Consulting has a range of custom-designed tools, created specifically for financial planners to assist them to price their Services, and create their fee-for-service model.
 
As authors and founders of the Elixir Consulting Adviser Pricing Models research report, and having assisted many financial planning businesses to construct their pricing models, we are well placed to assist you through the process of creating or enhancing your fee model.

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Practice Management Tools and Templates

The art of penning effective client communication is time consuming and requires a unique skill set. Elixir Consulting has a library of templated documents and letters to assist advisers with their standard letters throughout the induction process of a new client, as well as the ongoing management of existing clients. These templates have been designed to start the job for you - and to be refined and personalised to each individual advisers business.
 
Click here to purchase our Resources.

Elixir Consultant's Charter

The primary aim of Elixir Consulting is to deliver business solutions for financial advisers in a personalised, independent manner. Business coaching is provided with the philosophy that every financial planner/business owner is unique and has their own objectives for their business. It is our role to assist them to improve their business to deliver their own outcomes, as well as to strive for a high level of quality advice for their clients. Our advice is constantly focused upon the outcomes that our client seeks. Our advice will not be influenced by external institutions, product providers or anyone else, other than the client who is paying our fee. Our coaching clients pay us to help them define their personal business goals, and then keep them accountable to those goals. At times, this requires us to challenge our advisers on how they think and act, and at all times, we do this in a professional manner, with empathy, and discipline. It is part of our role to stay abreast of industry trends and products/solutions available in order to suggest solutions where appropriate. Whilst we bring a wealth of knowledge to our clients that is gained from working with a broad array of participants in the industry, we will never disclose confidential information, thus protecting the integrity of the privileged position we hold.