1300 683 680 [email protected]

LANA CLARK

Senior Consultant and Founder of GSD Lab

Lana Clark; change-maker, strategist, efficiency seeker. We call her the Queen of Productivity. Honest and intuitive, Lana helps business owners and their teams cut through the noise, get back to what they do best and challenges them to find a better way. Lana loves small business, particularly financial advice and is ready to roll up her sleeves and help advisers navigate through tricky times, by stressing less & achieving more.

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, 4th and 5th editions and has been published on practice management and business development in industry publications.

Lana’s love of helping others is evidenced in her many community contributions, including her volunteer role as Chairperson for the Centre for Women and being awarded the Women in Financial Services Awards – Mentor of the Year in 2016.

In 2022 Lana founded – and now leads, the implementation consulting arm of Elixir, GSD Lab. While still supporting her coaching clients, Lana leads our team of implementation consultants who fly in and out of businesses, helping them to implement their grand plans and manage their change projects.

 

Areas of Specialty

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.

Having co-authored 3 of the 5 Adviser Pricing Models Research Reports and helped hundreds of advisers to successfully reprice their service offerings, she is also an absolute gun at redesigning and implementing pricing models.

Testimonials

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.

CRAIG LYONS

Financial Planner, Bright Future Financial

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.

TREVOR GEFFIN

Financial Advisor and Director, Core Private Wealth Pty Limited

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.

SUSAN BRYANT

Owner/Principal Adviser, Seeds of Advice

Location & Contact

Lana is based in Brisbane and services clients in Queensland and other States by agreement. You can connect with Lana on LinkedIn here.

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.

Alternatively, you can reach Lana via email [email protected] or phone 1300 683 680.

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).