by Michelle Tran | Oct 21, 2021 | All Posts, Articles, Business Coaching, Business Management, Client Service, Fees & Commissions
The VBP Consulting team collectively spend many hours every week working with advisers in the art and science of getting their pricing models right. Part of this process involves understanding the true cost of advice, but this is only one step in the exercise. Cost...
by Elixir Coaches | Jul 12, 2021 | All Posts, Business Coaching, Business Management
One of the key attractions of owning a financial advice business has always been the benefit of generating recurring revenue from long-term clients. While the removal of grandfathered commissions and introduction of mandatory renewals has removed the ‘guarantee’ of...
by Elixir Coaches | May 31, 2021 | All Posts, Business Coaching, Business Management
This article is a summary of a Webinar delivered by Sue Viskovic and Graham Burnard from Elixir Consulting on how to approach the challenge of leveraging technology in a financial advice business. Technology decisions are one of the most critical decisions that owners...
by Elixir Coaches | May 31, 2021 | All Posts, HR
Hands down, THE most critical element of an advice business is the people who serve within it, your human capital so to speak. Having the right people in the right roles is the first step to success, and empowering them through great management is the true key to...
by Elixir Coaches | May 31, 2021 | All Posts, HR
Culture and staff morale are intangible elements of a business that have a huge impact on its success; not only on the financial success but on the wellbeing and happiness of all involved – the business owner, the staff, even rubbing off on clients. As they say...
by Elixir Coaches | Mar 9, 2021 | All Posts, Articles
Improving productivity often brings to mind thoughts of doing more with less. A positive experience if implemented correctly, you can do more with less human effort. It usually comes down to how good your systems and processes work together. Here’s the thing though,...
