We have worked with advice firms for over 14 years and in that time, we’ve coached hundreds of Principals and their teams to achieve more from their business. It’s common knowledge to everyone in the profession that there has been constant change over that time...
The Elixir 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 does not...
Most financial planning business owners start out as experts in their field of financial planning. They are financial coaches to their clients first and foremost and have built serious businesses over time, putting their clients and staff first. Many of our clients...
To most financial advice businesses, the concept of Outsourcing is not new. Many businesses have outsourced their licensing and/or paraplanning for years – but more and more advice businesses are also outsourcing elements of their administration either to...
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...
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...
