by Paige Mangubat | Jul 25, 2024 | All Posts, Articles, Business Management
I’ve heard many people quote Dunbar’s number when anchoring to a belief that financial advisers can manage up to 150 relationships. It may well be the reason why, when participants in our Advice Operations Research Report were asked what they felt was the maximum...
by Paige Mangubat | Jul 2, 2024 | All Posts, Articles, Business Management, Business Plan
As the end of June approaches, financial advisory firms across Australia face the dual tasks of wrapping up the financial year for their clients and reflecting on their own business performance. This pivotal time offers an excellent opportunity to evaluate...
by Craig Leonard | Jul 31, 2023 | Articles, Business Coaching, Business Management, General, HR
In the competitive landscape of the financial services sector, establishing a solid foundation for your business is essential for long-term success. One crucial element that often goes overlooked is the development of a set of company values. While commonly associated...
by Craig Leonard | Jul 25, 2023 | Advice, All Posts, Articles, Business Management, General
Change: The constant in financial services. So, is it reasonable to think that changing tack in strategy or leadership is beneficial? Leadership is critical in every business, influencing its culture, performance, and overall success. Effective leadership requires a...
by Elixir Coaches | Jun 14, 2023 | Advice, Business Coaching, Business Management, Client Service, General
In the early years of financial advice it was enough for advisers to be great at building their client base, and allowing their business to form around them. These days, successful advisory businesses are built with business acumen and a focus on strategic planning. ...
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...
