02 8752 3872 [email protected]

Get the latest ideas and trends that are working in advice businesses and achieve the clarity you need to ensure your time spent on the business is focused on your highest priorities for highest ROI.

How many conferences and PD Days have you attended where you picked up some ideas you wanted to implement in your business, but never got around to? Are you frustrated that you hear great ideas that are working for others but you miss the detail and you can’t work out how to fit them into the way you run your own business? Are you motivated to select the best of the latest trends and incorporate them into this year’s business plan, so you can build your resilient business strategy?

This three hours of power will be the best pre-cursor to your strategy planning you could possibly get. Facilitated by an expert Elixir business coach, you’ll share brilliant, practical ideas as you’re guided around the Business Success Wheel. You’ll leave no stone unturned, self-analysing your business to identify what might hold you back, and what you can implement to achieve the success you’re seeking.

 What is the Breakthrough Workshop?

The Breakthrough Workshop is a live 3-hour group workshop conducted via Zoom, where the Elixir team will guide you through a thorough analysis process, sharing insights into what has helped some of the most successful advice businesses in the country, while you and your team self-assess your business using your own unique system link.

You’ll create your own customised Business Success Wheel (not visible to other participants) AND gain valuable insights into what you can do to achieve the outcomes you’re looking for.

You can select from the following workshop dates for you and your team to take part in from anywhere in the country (even if you’re all not in the same room!):


Get in quick, as there’s limited spots available for each workshop!


If you’re also wanting assistance to make decisions and action plans off the back of your newfound clarity, chat to us about facilitating your Strategic Planning for the year.


Why are Advisers loving this workshop?

  • A condensed session of tips and tricks of how the best in the business are doing things, in a structured format that allows you to work around the Business Success Wheel and gather ideas in all of the 16 elements of business that will impact your success.
  • The discipline and accountability of scheduling time with your team to complete your business analysis in this way ensures you get an accurate and timely health check for your business, at the same time as hearing ideas for improvement – no matter which stage you are at!
  • Direct access to an Elixir coach AND other advisory business owners to ask questions and discuss options in THE most time and cost-effective way possible.
  • The convenience of having your quantitative data accurately keyed into the software by the Elixir team, so you can focus your discussion and reflection on the qualitative elements of reflection AND the quantitative analysis outputs.
  • An interactive, customised and confidential experience – you will have your own real data on your screen to refer to during the workshop, and your choice of customised Analysis reports in PDF to reflect on after the live event.
  • Added insights from the Elixir coaches on not only what your data is telling you, but also how you can improve your business, from their deep experience with advice firms around the country.
  • PLUS you can earn 3 CPD points.

What’s the process?

What are advisers saying?


Our Business Analysis Workshops have achieved a Net Promoter Score of 88.

For those who aren’t familiar with Net Promoter Score, or NPS, it is the world’s leading metric for measuring client loyalty: “Any NPS score above 0 is “good”. It means that the business’s customers are more loyal than not. Anything above 20 is considered “favourable”. Bain & Co, the source of the NPS system, suggests that above 50 is excellent, and above 80 is world class.”

Thank you so much to our workshop participants so far for awarding us this wonderful score! 

“(Gave us) focused areas that I need to consider, prioritise and start working on.”


“The workshop provided us with a good opportunity to take “time out” of our daily tasks working in the business to work on the business. Through the process, we realised it has been quite some time since we clearly defined what our mission was. It was great getting the insights from other businesses as well as Sue’s broader knowledge from the various businesses she works with.”


“(Feeling) more enlightened as to the future directions for our business.”


“Clear structured way to work through the important components of running a financial planning business and identify which areas can be looked at for improvement.”


Understand your foundations for long-term success


Option 5: Evolve

Make sh!t happen

Enquire for price

If you know you need someone in your corner to help your business evolve on a 1-on-1 level, ongoing coaching with an experienced Elixir Coach is always an option.

Option 1: DIY
Gain that much-needed awareness.

$275 (inc. GST)

Option 2: Nurture
Achieve clarity on where you need to focus.

$750 (inc. GST)

Option 3: Improve
Be equipped with the right resources for DIY change.

$1,285 (inc. GST)

3-hour live analysis online workshop via Zoom - a great way to get some clarity and ideas

Customised Business Success Wheel™️ 2-page summary report with an overview of your business’s strengths and weaknesses and a summary of your financial highlights.

Full Business Analysis 30+ page Report that includes financial metrics and suggested action items, so you’ll know exactly where and how to focus if you wish to take the next step and start improving your business. The full report also captures the estimated valuation, financial ratios, and makes a great report to refer back to as you move forward.

Membership to the Evolve Alliance. Our digital business improvement portal, providing you with unlimited access to practical tools, templates, video how-to’s, proven strategies and special offers from Provider Members - to help you evolve your advisory business.

1 year


One Business Analysis per registration.

Upgrades are only available up to 48 hours after your workshop.

No refunds.

Cancellations received within 24 hours of the scheduled workshop may only be rebooked once to another date.

The Evolve Alliance offer only applies for the first year of membership. Second year (and subsequent years of membership) are charged at the RRP of $1,100 per annum OR $110 per month.

Meet the Coaches

Some of the most experienced and enthusiastic coaches you’ll ever engage, the Elixir business coaches have a wealth of knowledge about what works in advisory businesses and have proven track records for helping their clients achieve greater success.

Sue Viskovic

Lana Clark

Graham Burnard

Have any questions?

Get in touch with us today, we’d love to chat!

Call us at 1300 683 680

Email us [email protected]