by Paige Mangubat | Sep 26, 2024 | All Posts, Articles
It’s quite common for Elixir to assist firms who want to create a variable employee remuneration model, to provide additional incentive for staff to help the business reach their growth objectives and reward exceptional client service. So we weren’t surprised...
by Paige Mangubat | Sep 4, 2024 | Uncategorized
Optimising the back office of a financial planning firm can often seem like one of the last major challenges to tackle, overshadowed by other pressing priorities. However, addressing this “final frontier” is crucial for enhancing a firm’s agility,...
by Paige Mangubat | Jul 25, 2024 | All Posts, Articles, Business Management
I’ve heard many people quote Dunbar’s number when anchoring to a belief that financial advisers can manage up to 150 relationships. It may well be the reason why, when participants in our Advice Operations Research Report were asked what they felt was the maximum...
by Paige Mangubat | Jul 2, 2024 | All Posts, Articles, Business Management, Business Plan
As the end of June approaches, financial advisory firms across Australia face the dual tasks of wrapping up the financial year for their clients and reflecting on their own business performance. This pivotal time offers an excellent opportunity to evaluate...
