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 everything coming out of the royal commission, FASEA requirements and everything else you’re dealing with, it’s time to get serious about strategies to ensure your business survives and thrives.
In order to do that, 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. Tune out the white noise and focus on the aspects of your business you really need to improve on.
For the first time, Elixir is opening up our tried and tested Business Analysis process in a personalised, self-directed digital model. This will allow you to undertake a private detailed analysis of your business in real time in the comfort of your own office and at your leisure. And the best part? It’s free!
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”. You’ll then have access to a 30+ page report that includes financial metrics and suggested action items so you’ll know exactly where and how to focus if you wish to take the next step and start improving your business.
If at any stage you actually want to engage an Elixir coach we’ll be ready to roll our sleeves up and get working with you in person.
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.