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 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 visit this link and enter your details to confirm your appointment.