by Paige Mangubat | Sep 26, 2024 | All Posts, Articles
It’s quite common for Elixir to assist firms who want to create a variable employee remuneration model, to provide additional incentive for staff to help the business reach their growth objectives and reward exceptional client service. So we weren’t surprised...
by Paige Mangubat | Jul 25, 2024 | All Posts, Articles, Business Management
I’ve heard many people quote Dunbar’s number when anchoring to a belief that financial advisers can manage up to 150 relationships. It may well be the reason why, when participants in our Advice Operations Research Report were asked what they felt was the maximum...
by Paige Mangubat | Jul 2, 2024 | All Posts, Articles, Business Management, Business Plan
As the end of June approaches, financial advisory firms across Australia face the dual tasks of wrapping up the financial year for their clients and reflecting on their own business performance. This pivotal time offers an excellent opportunity to evaluate...
by Sue Viskovic | Aug 9, 2023 | All Posts, General
If you’re like me (and about 80% of people I’ve spoken to recently are), you take time at the end of both the calendar and the financial year to reflect on the year that was and clarify your focus on the goals you want to achieve in the coming period. And why wouldn’t...
by Sue Viskovic | Aug 3, 2023 | All Posts, General
Goal setting. You’ve heard all the one liners…. ‘If you don’t know where you are going, you’ll end up someplace else’ ‘Fail to plan and you plan to fail’ ‘A goal is a dream with a deadline’ In my post “The problem with goal...
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...
