by Elixir Coaches | Jan 16, 2021 | All Posts, Articles, Change, Licensee
If you’re unsatisfied with your licensee at present, you’re not alone. Adviser Ratings research showed that 14.4% of advisers switched licensees in the year ending Q3 2020, and we’d suggest that the number of advisers contemplating a move is higher still. In addition...
by Graham Burnard | Nov 3, 2020 | All Posts, Client Service
The Elixir Consulting team is fortunate enough to have worked with hundreds of successful financial advice businesses around the country. One of the attributes we see in the most successful businesses is that they have a very clear sense of their target clientele and...
by Graham Burnard | Jul 7, 2020 | All Posts
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 call...
by Elixir Coaches | Jul 3, 2020 | All Posts
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 every day with their clients...
by Sue Viskovic | May 20, 2020 | All Posts
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...
by Graham Burnard | May 11, 2020 | All Posts
It is easy to get focused on dealing with short term issues and to lose 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 the overall...
