by Craig Leonard | Nov 4, 2022 | Advice, Articles, Client Service, General, Sales & Marketing
There are many advisers in a position at the moment of being so inundated with new client referrals and enquiries that they have a waiting list of people wanting to see them. AND we are also coming across some advisers in the opposite situation. They’re looking to...
by Michelle Tran | May 23, 2022 | Advice, All Posts, Articles, Business Management, Business Plan
We have worked with advice firms for over 14 years and in that time, we’ve coached hundreds of Principals and their teams to achieve more from their business. It’s common knowledge to everyone in the profession that there has been constant change over that time...
by Elixir Coaches | Aug 11, 2021 | Advice, Business Management, HR
To most financial advice businesses, the concept of Outsourcing is not new. Many businesses have outsourced their licensing and/or paraplanning for years – but more and more advice businesses are also outsourcing elements of their administration either to...
by Graham Burnard | Apr 22, 2020 | Advice, All Posts, Articles, Business Management, Client Service, HR
We are currently dealing with the twin challenges of creating messages for clients and staff in an environment of huge uncertainty and then delivering these messages remotely, with all of the challenges this can bring. Engaging with people remotely does not...
by Graham Burnard | Mar 20, 2020 | Advice, All Posts, Articles, Business Management, Change
No doubt you’ve been working with your team to create a response to COVID-19. We certainly have with our coaching clients here at Elixir, so we thought we might share some high-level strategies with you in this article. Between the health precautions and the impact...
by Sue Viskovic | Sep 11, 2019 | Advice, Change, Client Service, General, Videos
In this #MomentwithSue, Hari Maragos shares three simple but incredibly valuable things that he has added to his value proposition for his clients. Such simple things to add into your process that add incredible value, and make #Clientsforlife. Love your work Hari! So...
