The business side of financial advice can take away from what you love to do most; help your clients. A good business has enormous potential to give you and your family the life you want. That’s exciting. Sadly though, it’s common for great advisers to get drawn into a vortex of stress and complexity in running and growing their advisory business.
Elixir Consulting will help you evolve your business and thrive in the new landscape of financial advice by providing expert guidance from coaches with deep knowledge and expertise in business and financial advice.
With the constant changes in legislation and education requirements, there has never been a more important time to have an effective business plan or strategy to evolve your business model and the way you deliver your services. Before you can do that well, it’s imperative to take an honest look at how your business is currently being run, and identify the areas that might hold you back. Getting an independent view to highlight where you should apply your immediate focus to get the best results will save you a lot of time and money!
For the first time, you can now ask yourself the same questions that an Elixir coach would ask you, and conduct your own Business Analysis, with this tool designed specifically for financial advisers – completely free of charge.
Your two-page report will include an overview of your business’s strengths and weaknesses using the Business Success Wheel™️, and a breakdown of your financials including a clear indication of what percentage of your revenue is “at-risk”.
Elixir’s consultants have a wealth of knowledge about what works in business, and have proven track records for helping their clients achieve greater success. Each consultant is a business owner in their own right, but they channel their consulting in financial services through Elixir.