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 | 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,...
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 | Apr 22, 2020 | Advice, All Posts, Articles, Business Management, Client Service, HR
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...
by Graham Burnard | Mar 20, 2020 | Advice, All Posts, Articles, Business Management, Change
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...
by Elixir Coaches | Nov 25, 2019 | Articles, Business Coaching
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...
