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...
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...
Andrew George moved out of a Leadership role in a large financial planning business in 2019 to join the Elixir team as a Consultant in Melbourne. In this article, Andrew shares his personal experience with receiving coaching support that ultimately led him to pursue his...
This is a question that that’s been a consistent cause for advisers to reach out to us lately. We’re entering a time where there's no “passive income” from advice clients anymore. Every dollar you earn must have a corresponding service delivered in return, and that...
Happy February! Hopefully you’ve already started to kick some goals for 2017. Whether you run your run...
“Award winning” – It’s a phrase often seen in professional headlines on LinkedIn and other marketing channels...
In sharing with you this #MomentswithSue video that was filmed on the IP Thought Leaders study tour to San Francisco in September; I am introducing you to one of my favourite guests, Rich Arnold. Rich shared his experiences with what Fintech companies are doing, and the impact...
Many advisers are concerned that the Life Insurance Framework will damage their business by reducing their income and driving up the cost of life insurance. I wrote this article for specialist risk advisers in Risk Info Magazine, sharing my belief that while it is important to...
Educating clients is part of the adviser’s role and most will have a well prepared and polished process to do so, but it can become tiresome (and time consuming!)running through this process with each and every client. In this article first published in RiskInfo magazine,...