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...
The Elixir Consulting team is fortunate enough to have worked with hundreds of successful financial advice businesses around the country. One of the attributes we see in the most successful businesses is that they have a very clear sense of their target clientele and...
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...
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...
Respected industry contributor, Elixir Consulting founder, Sue Viskovic, offers a future pathway to success for risk advisers that she says can and does work. This pathway articulates a risk advice business model that embraces a combination of both fees and...
