by Sue Viskovic | Mar 7, 2013 | All Posts
It never ceases to amaze us that so few practices either have a business plan, or use it effectively. So we thought we would share our tips on how to create a concise business plan that works… The most recent research from Business Health (“Future Ready V Report”)...
by Sue Viskovic | Jan 16, 2013 | All Posts
2012 has now come and gone, and it’s important that before you get consumed by your 2013 planning, or worse – consumed by client work and forget about strategic planning altogether…it’s really important to acknowledge what you achieved in 2012 and how far you’ve come...
by Sue Viskovic | Dec 20, 2012 | All Posts
After a busy and exciting 2012, all of us at Elixir Consulting would like to wish you and your loved ones a Christmas full of love and laughter. Sometimes we can all take ourselves a bit too seriously, and as business coaches we are no exception. But it made us think...
by Sue Viskovic | Nov 27, 2012 | All Posts, Business Management, General, Sales & Marketing
If we asked a random selection of your clients RIGHT NOW, what they thought of your business, what would they say? Do you know what your clients value about you and the services you provide? Whether you are completely overhauling your business to change your charging...
by Sue Viskovic | Nov 14, 2012 | All Posts, General
I had one of those reminders today to slow down and enjoy every day, rather than focusing on deadlines and to-do lists. It occurred to me that many of our clients could also do with the reminder, so whilst this isn’t a post with business tips, it might get you...
by Sue Viskovic | Oct 24, 2012 | All Posts, Business Management
Of the many questions we are asked by financial advisers, these are on the “most repeated” list: How can I ensure that all of my clients enjoy a consistent level of service from my firm? How do I get my clients to refer new clients to me? How do I maximize the value...
by Sue Viskovic | Oct 23, 2012 | All Posts, General
I have noticed something in my travels over the years. Advisers who regularly attend conferences both within and outside of their own licensees tend to have a more positive business outlook, are open to new ideas and are often better equipped to cope with...
by Sue Viskovic | Oct 8, 2012 | All Posts, Business Management
When markets are weak, cost of living is rising, Government deficits are looming, investors are nervous and our profession is affected by continual legislative change, the thought of assuming the foetal position under your desk may be appealing. As an adviser, we know...
by Sue Viskovic | Oct 4, 2012 | All Posts, General, Sales & Marketing
Trust is a word that is frequently associated with financial advice, and unfortunately it’s often for the absence of it. When a consumer decides that they will seek advice, the most important factor to them when choosing their adviser, by a margin of more than two to...
by Sue Viskovic | Sep 14, 2012 | All Posts, Business Management
In my article published in Money Management, I looked at the five things that successful businesses do to survive and thrive in changing times: 1. For a start, they don’t wait for change to be inflicted upon them, they regularly reflect on how they do things and...
