by Sue Viskovic | Aug 9, 2023 | All Posts, General
If you’re like me (and about 80% of people I’ve spoken to recently are), you take time at the end of both the calendar and the financial year to reflect on the year that was and clarify your focus on the goals you want to achieve in the coming period. And why wouldn’t...
by Sue Viskovic | Aug 3, 2023 | All Posts, General
Goal setting. You’ve heard all the one liners…. ‘If you don’t know where you are going, you’ll end up someplace else’ ‘Fail to plan and you plan to fail’ ‘A goal is a dream with a deadline’ In my post “The problem with goal...
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...
