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 | Mar 16, 2023 | All Posts, Articles, Client Service, Fees & Commissions
Despite the fact that there are not enough advisers left to serve the clients who need them, we know there are some advisers who find themselves in the situation where they’ve been too busy serving their existing clients to worry about finding new ones. They have now...
by Craig Leonard | Mar 15, 2023 | All Posts, Articles, Sales & Marketing
Referrals from trusted sources are the preferred way for most clients to find their financial advisers. However, some advisers struggle to create fruitful referral relationships while others have real success in developing deep, sustainable, and profitable...
by Sue Viskovic | Mar 1, 2023 | All Posts, Business Management
The last few years have been long and hard for many in financial services, with difficult markets, legislative change, squeezing margins and negative publicity creating a perfect storm that for some, has robbed them of their drive and energy. This is the...
by Craig Leonard | Nov 23, 2022 | All Posts, Videos
𝗘𝗹𝗶𝘅𝗶𝗿’𝘀 𝟮 𝗺𝗶𝗻𝘂𝘁𝗲 𝗵𝗼𝘁 𝘁𝗶𝗽! Do you struggle to achieve the efficiency and productivity that you know you’re capable of, but just can’t seem to find? What if there was something, 𝘴𝘰 𝘴𝘮𝘢𝘭𝘭, that could help you find the answers you want, along with...
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...
