Business Coaching for Financial Advisers

When we coach a business, we do what you do for your clients…we help you work out what you want your life and business to look like, work out what’s going on at the moment that will prevent you from achieving your dreams, and then help you determine the right strategies to get more of what you want, be that:

 

MORE MONEY
MORE TIME
ECSTATIC CLIENTS

WE HELP YOU BUILD A ROBUST BUSINESS THAT’S READY FOR WHAT THE FUTURE HOLDS

Your coach will assist you to clarify where you want your business to go, then you remain in the driver’s seat while your coach helps you design the course to follow to reach that destination. And like any good navigator, they stay right alongside you, to help you handle any unforeseen ‘roadblocks’ that may appear. Your Elixir coach will be part confidante, part sounding board, part whip-cracker to help you ensure that your team follows-through on what you’ve decided you want to achieve.

Our coaches understand the unique nature of financial advice businesses, and we can bring you ideas, AND the skills to implement them. Our proven process ensures that we don’t just talk about what’s going on; we help you to get to the core of the issue, stay focused and do what needs to be done, keeping people accountable to get the outcomes you’re after.

We know how powerful it is to have a coach in your corner, helping to:

  • call it like it is (see things you don’t because you’re too close),
  • work through your ideas, (and bring more to the table),
  • help you determine the best course of action,
  • perhaps improve the skillset of your team members to execute your ideas well,
  • keep you accountable to implement your grand plans
  • review the success of your initiatives and help tweak them if necessary

BOTTOM LINE?
HAVING AN ELIXIR BUSINESS COACH WILL HELP YOU GET BETTER RESULTS, FASTER THAN IF YOU WENT IT ALONE.

That’s what we do. If you want us to do it with you, click the button at the bottom of this page to book an enquiry call to see if working together would be a good fit.

We’ll start with an initial “get to know you” consultation at our cost, where we can get a feel for each other and determine if we can help you achieve what you’re looking for. Depending on your needs, we’ll make a suggestion for how we can best help you, be that private coaching or one of our workshop programs.

IF YOU FIT ONE OR MORE OF THESE SCENARIOS, YOU’LL LOVE OUR COACHING PROGRAMS:

You know you want to achieve more, but you’re not sure how.

You’re happy with your current profits but you’re concerned about your sustainability and/or not sure how you will successfully exit the business when the time comes.

Your business has plateau’d and you’re looking for fresh ideas and insights.

You want to tap into knowledge of what’s worked in other businesses and don’t want to reinvent the wheel.

You’re working harder than you’d like and you’re not getting the profits you deserve.

You’re too close to your business and want to access an objective viewpoint.

You have great ideas and you want some clarity and direction on what to implement.

You’re already successful and want a peer who can bounce strategies around with you, to help ensure you stay nimble, relevant and continue your success.

You know you have to undertake significant change to evolve your business and you want expert help to do it.

You’re consumed by providing great advice to your clients and you always put them first, so you want an external expert to help keep you accountable so your vision becomes reality.

You intend to sell your business in the next few years and you want expert help to renovate it to get the best price.

You’re not happy with the quality of work/service your clients receive, and you want to improve it.

INTERESTED IN COACHING?

Click the button below to schedule an enquiry call with us so we can help you figure out the best course of action for your business.