OUR BLOG – ARTICLES AND VIDEOS
The problem with goal setting
If you’re like me (and about 80% of people I’ve spoken to recently are), you take time at the end of both the calendar and the financial year to reflect on the year that was and clarify your focus on the goals you want to achieve in the coming period. And why wouldn’t...
4 things I wish I was told about goal setting
Goal setting. You've heard all the one liners.... ‘If you don't know where you are going, you'll end up someplace else’ ‘Fail to plan and you plan to fail’ ‘A goal is a dream with a deadline’ In my post "The problem with goal setting", I reveal the single biggest...
The Power of Company Values: Building a Strong Foundation for Financial Services Businesses
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...
The pitfalls of inconsistent leadership
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...
How could Elixir help you get off the hamster wheel?
In the early years of financial advice it was enough for advisers to be great at building their client base, and allowing their business to form around them. These days, successful advisory businesses are built with business acumen and a focus on strategic planning. ...
The foundations of a resilient advice business
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...
How can you afford to turn off clients that are paying way less than your minimum fees?
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...
The 7 R’s of Successful Referral Relationships
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...
Five ways to get your mojo back
The last few years have been long and hard for many in financial services, with difficult markets, legislative change, squeezing margins and negative publicity creating a perfect storm that for some, has robbed them of their drive and energy. This is the...
More than money: Making sure your biggest asset is protected
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...
The 7 key things resilient advice firms are considering for 2023
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...
Hot tip! File notes
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 creating a consistent...