1300 683 680 [email protected]

Achieve the clarity you need to ensure your time spent ON the business is focused on your highest priorities for the highest ROI.

When was the last time you took an honest look at how your business is currently being run, and identified the areas that might hold you back?

It’s time to get serious about strategies to ensure your business survives and thrives. Tune out the white noise and focus on the aspects of your business you really need to improve on.

The tried and tested Elixir Business Analysis process first launched as a free self-directed, digital tool; and after receiving feedback from advisers around Australia, we have now launched a live 3-hour Business Analysis online workshop to meet your demand.

 What is the Business Analysis Workshop?

The Business Analysis 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!):

2 – 5pm AEST Wednesday 8th June 2022

2 – 5pm AEST Tuesday 12th July 2022

2 – 5pm AEST Wednesday 20th July 2022

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

Why are Advisers loving this workshop?

  • The discipline and accountability of scheduling time with your team to complete the analysis in this way ensures you get an accurate and timely health check for your business – 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

Live Business Analysis Online Workshop

$275 (inc. GST)

This one-off payment includes:

  • A 3-hour live online workshop via Zoom
  • Your customised Business Success Wheel™️ in a 2-page summary report with an overview of your business’s strengths and weaknesses and a summary of your financial highlights.



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

Monique le Roux

Have any questions?

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

Call us at 1300 683 680

Email us [email protected]