by Craig Leonard | Jul 25, 2023 | Advice, All Posts, Articles, Business Management, General
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...
by Elixir Coaches | Jun 14, 2023 | Advice, Business Coaching, Business Management, Client Service, General
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. ...
by Craig Leonard | Mar 16, 2023 | Advice, All Posts, Articles, Business Management, General
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...
by Craig Leonard | Nov 9, 2022 | Advice, Client Service, Videos, Webinar
In our latest Evolve Live Express session, Nicola Beswick, financial adviser, mentor and Chair of the Pro Bono Financial Advice Network (PFAN) will share her insights and experience from volunteering both her time and experience. The Pro Bono Financial Advice Network...
by Craig Leonard | Nov 8, 2022 | Advice, Business Management, Business Plan, Client Service, Videos
Are you stuck in the cycle? It’s incredible to think how many advisers and business owners are telling us that despite their best intentions, they are still struggling to find time. Time to work on their business. Time to plan their strategies for their OWN...
by Craig Leonard | Nov 8, 2022 | Advice, General, Succession, Videos
There are 216,000 undergrads in Australia studying commerce or business degrees right now… and yet FASEA records show that we only had 300 graduates from the financial planning degree last year! That is not enough to replenish our adviser numbers and help...
