by Graham Burnard | Nov 3, 2020 | All Posts, Client Service
The Elixir Consulting team is fortunate enough to have worked with hundreds of successful financial advice businesses around the country. One of the attributes we see in the most successful businesses is that they have a very clear sense of their target clientele and...
by Graham Burnard | Jul 7, 2020 | All Posts
30 years ago the financial planning industry was just starting to find its feet. In these early days of the industry financial planners differentiated themselves from the agents of the big Mutuals by selling a range of unit trusts being offered by what we would call...
by Graham Burnard | May 11, 2020 | All Posts
It is easy to get focused on dealing with short term issues and to lose sight of the longer term business goals you are aiming for. Admittedly, a large number of these current issues are significant and are having huge impacts on staff, clients and the overall...
by Graham Burnard | Apr 22, 2020 | Advice, All Posts, Articles, Business Management, Client Service, HR
We are currently dealing with the twin challenges of creating messages for clients and staff in an environment of huge uncertainty and then delivering these messages remotely, with all of the challenges this can bring. Engaging with people remotely does not...
by Graham Burnard | Mar 20, 2020 | Advice, All Posts, Articles, Business Management, Change
No doubt you’ve been working with your team to create a response to COVID-19. We certainly have with our coaching clients here at Elixir, so we thought we might share some high-level strategies with you in this article. Between the health precautions and the impact...
