30 years ago the financial planning industry was just starting to find its feet. In these early days of the industry financial planners differentiated themselves from the agents of the big Mutuals by selling a range of unit trusts being offered by what we would...
A business plan is one of the most powerful tools you can use to help your business evolve and grow so you can achieve the outcomes you want. Financial Advisers know all too well, the power of planning - and see the impact of it...
In last week’s Tactical Tuesday webinar we interviewed Daniel Brammall, President of the Profession of Independent Financial Advisers (PIFA), about ‘all things independence’ in financial planning, including… what it means to be independent and how this is defined at law the benefits and obligations associated...
It is easy to get focused on dealing with short term issues and to loose sight of the longer term business goals you are aiming for. Admittedly, a large number of these current issues are significant and are having huge impacts on staff, clients and...
Last week I had the opportunity to co-present “Leadership is evolving daily” with Deb McQuinn from Strategic Resources Network on our Tactical Tuesdays webinar. I’ve highlighted some of the key takeaways in this quick article...
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 mean that meetings and discussions...
This week, we had the opportunity to dive into a topic close to my heart, presenting a webinar titled: Fix Your Back Office in Lockdown. Using our success formula at Elixir of Purpose x People x Process = Performance, we covered some key insights on how...
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...
There is so much change happening for advisers right now that you could be forgiven for falling into the trap of introspection and worry. You may be juggling thoughts of compliance, education requirements, rising costs, obsolete (or inadequate) pricing models, falling business valuations, licensee issues ...
It’s fair to say that 2018 may have been one of the most challenging and unsettling periods in advice...