by Craig Leonard | Feb 8, 2023 | Articles, Business Management, Change, General
Resilient advice firms recognise that their staff are not only their biggest cost in the business, they are also their biggest asset, and pose their biggest risk. Just as your client value proposition (CVP) defines what your clients will pay you for, your employee...
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 | 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 Sue Viskovic | Feb 4, 2020 | Change, Client Service, Fees & Commissions
Here the Elixir team tackle another couple of burning questions highlighted in the recent AFA Webinar. The question posed was “From your experience, what fraction of clients will welcome an increase in advice service fees because undeclared commissions received...
by Sue Viskovic | Jan 17, 2020 | Change, Fees & Commissions, Videos
Another burning question from the recent AFA Webinar related to how to help clients with funding their advice fees when they already have tight cashflow. The team at Elixir Consulting discuss this and give you practical ways to help your client with this very dilemma....
by Sue Viskovic | Jan 14, 2020 | Business Management, Change, Fees & Commissions, Videos
A recent AFA Webinar highlighted a number of questions on the lips of many advisers. This one covers how to juggle existing service agreements while implementing new 12 month agreements. (We had a bit of a giggle after viewing the recording of this – the...
