by Craig Leonard | Jul 31, 2023 | Articles, Business Coaching, Business Management, General, HR
In the competitive landscape of the financial services sector, establishing a solid foundation for your business is essential for long-term success. One crucial element that often goes overlooked is the development of a set of company values. While commonly associated...
by Craig Leonard | Jul 25, 2023 | Advice, All Posts, Articles, Business Management, General
Change: The constant in financial services. So, is it reasonable to think that changing tack in strategy or leadership is beneficial? Leadership is critical in every business, influencing its culture, performance, and overall success. Effective leadership requires a...
by Craig Leonard | Mar 16, 2023 | Advice, All Posts, Articles, Business Management, General
This article is an excerpt from the newly released Resilient Advice Business Strategy Handbook 2023, authored by Elixir Consulting and sponsored by BT. Here, Sue Viskovic shares the key elements required to build the foundations of future successful advice firms. We...
by Craig Leonard | Mar 16, 2023 | All Posts, Articles, Client Service, Fees & Commissions
Despite the fact that there are not enough advisers left to serve the clients who need them, we know there are some advisers who find themselves in the situation where they’ve been too busy serving their existing clients to worry about finding new ones. They have now...
by Craig Leonard | Mar 15, 2023 | All Posts, Articles, Sales & Marketing
Referrals from trusted sources are the preferred way for most clients to find their financial advisers. However, some advisers struggle to create fruitful referral relationships while others have real success in developing deep, sustainable, and profitable...
by Craig Leonard | Feb 8, 2023 | Articles, Business Management, Change, General
Resilient advice firms recognise that their staff are not only their biggest cost in the business, they are also their biggest asset, and pose their biggest risk. Just as your client value proposition (CVP) defines what your clients will pay you for, your employee...
by Craig Leonard | Feb 8, 2023 | Articles, Business Plan
2023 looks set to be a tremendous year of opportunity in advice, so we’ve gathered the top seven elements that every advice firm should have in their planning for 2023, when they’re back on deck and ready to think about maximizing their success. Every firm will have...
by Craig Leonard | Nov 23, 2022 | All Posts, Videos
𝗘𝗹𝗶𝘅𝗶𝗿’𝘀 𝟮 𝗺𝗶𝗻𝘂𝘁𝗲 𝗵𝗼𝘁 𝘁𝗶𝗽! Do you struggle to achieve the efficiency and productivity that you know you’re capable of, but just can’t seem to find? What if there was something, 𝘴𝘰 𝘴𝘮𝘢𝘭𝘭, that could help you find the answers you want, along with...
by Craig Leonard | Nov 18, 2022 | Business Management, Client Service, Profit, Videos
It’s been touted that we’re currently in the ‘golden age’ for financial advice, and we agree – there is tremendous opportunity to grow resilient, sustainable advice firms … and yet one of the biggest things that will prevent firms from...
by Craig Leonard | Nov 9, 2022 | Advice, Client Service, Videos, Webinar
In our latest Evolve Live Express session, Nicola Beswick, financial adviser, mentor and Chair of the Pro Bono Financial Advice Network (PFAN) will share her insights and experience from volunteering both her time and experience. The Pro Bono Financial Advice Network...
