Lana loves helping advice businesses master their strategy to achieve the outcomes they’re after. Employing her expertise in client service, engagement, process, compliance and pricing Lana assists advice businesses to get really clear on advice delivery in the most engaging and efficient manner. Lana is particularly good at helping her clients navigate change, be that of their own choice or from external forces.
Partnering with Elixir Consulting, Lana is a Speaker, Coach and Consultant. A master strategist, project manager and accountability coach with over 25 years’ experience in Financial Services, including roles within licensee services, advice and advice operations, Lana provides coaching and consulting services to assist her clients to work through the challenges associated with change and business evolution. She is the Co-Author of the Elixir Consulting – Adviser Pricing Models Research report 3rd and 4th edition and has been published on practice management and business development in industry publications.
Lana was recognised for her mentoring work being awarded the Women in Financial Services Awards – Mentor of the Year in 2016.
Lana is passionate about assisting Financial Planning practices meet their objectives by ensuring they “get things done”. She believes that to have a business plan is the first step but follow up and follow through is the key to ensure ongoing success is measured on a regular basis.
Lana’s experience in delivery and implementation of policy, procedure and risk management has achieved operational efficiencies at all levels across business. Her belief is that it is simple enough to write a checklist or process, but getting people engaged is what it is really about. This means people working together to find the best outcome for all involved.
Lana has worked with us for two years, first in assisting in putting together a flat fee pricing model and also as a knowledgeable strategic coach, who just seems to be across all the important aspects of running a successful advice business.
It has been indispensable working with Lana throughout the period of enormous regulatory change and the massive business transformation that we have successfully undertaken, would’ve been very difficult without her support and specialist knowledge.
Going through pricing in particular was one of the most enlightening experiences and I urge anyone has never undertaken a thorough exercise on it to do so with her, there is no better time than now and there is hardly a person more knowledgeable on this niche topic than Lana.
Financial Advisor and Director at Core Private Wealth Pty Limited
Lana has been my business coach for the last 12 months. She has been able to help coach me to become a better business owner and also given me the confidence to look at how I can improve, but also what I’m doing well. I highly recommend other Financial Planners and business owners speak to Lana.
Financial Planner, Bright Future Financial
It’s rare that you find a combination of technical know-how and empathy like Lana has.
I had the pleasure of working with Lana in her compliance role with Westpac in Sydney and more recently in her role as a business coach with Elixir Consulting.
I am always impressed by Lana’s ability to handle even the toughest clients effortlessly. Her ability to understand the technical and process driven requirements of a Financial Planners business often takes years to develop among good coaching professionals, but it seemed to come perfectly naturally to her.
Lana’s ability to connect and truly understand the human element is unlike any I’ve seen before and made a dramatic difference in the productivity level of my business.
Demanding as she was in her accountability, she always made sure everyone left with a smile.
Lana earns my strongest recommendation.
Owner/Principal Adviser, Seeds of Advice
Lana is based in Brisbane and services clients in Queensland and other States by agreement.
If you would like to schedule a 20 minute chat with Lana to discuss any of Elixir Consulting’s services, please click the below button and enter your details to confirm your appointment.
Or, if you already know how awesome Lana is and you’d just like to book a meeting with her on ad-hoc consulting rates, you can book straight into her diary using the below button. (Don’t forget, if you’re an Evolve Alliance member, or you’re booking additional services with Lana over and above your existing coaching engagement, be sure to use your coupon code to get client rates).