by Angela Barclay | Sep 11, 2013 | All Posts, Client Service, ElixirTV
Client Value Propositions are such an overused term, and yet many advisers still struggle to get theirs sorted. Geoff Pritchard shares some thoughts about what a CLIENT is looking to you to provide, and what to avoid when articulating your value.
by Angela Barclay | May 9, 2013 | All Posts, ElixirTV
Most businesses want to grow, and one of the ways this can be done is by acquiring another practice or buying a book of clients. In this episode Geoff Pritchard shares some of the important things to consider when considering an acquisition and in particular the traps...
by Angela Barclay | Apr 3, 2013 | All Posts, ElixirTV
Employing the right staff is one of the most critical success factors for any business. Aside from selecting the right people, there are also questions about when is the right time to increase your head count, at what point in your growth cycle do you employ more...
by Sue Viskovic | Mar 18, 2013 | All Posts, ElixirTV
A common challenge for advisers who have referral relationships with accountants is that they don’t get enough of the right kinds of referrals. This is particularly evident in businesses where the financial planning practice is located within the accountancy practice....
by Sue Viskovic | Mar 7, 2013 | All Posts, ElixirTV
This is the first episode of Elixir TV, our weekly video series that brings you ideas, success stories, and tips to help you build a better advice business. Each week, one of our Elixir business coaches will share with you, in three minutes or less, some of their...
by Sue Viskovic | Mar 7, 2013 | All Posts, ElixirTV
Elixir’s latest initiative, ElixirTV has now been launched and will provide weekly three minute snippets of information and innovation for business owners, advisers, and staff. We’ve had loads of interest for this new initiative, so I thought I’d share the reasons why...
