by Craig Leonard | Mar 15, 2023 | All Posts, Articles, Sales & Marketing
Referrals from trusted sources are the preferred way for most clients to find their financial advisers. However, some advisers struggle to create fruitful referral relationships while others have real success in developing deep, sustainable, and profitable...
by Craig Leonard | Nov 4, 2022 | Advice, Articles, Client Service, General, Sales & Marketing
There are many advisers in a position at the moment of being so inundated with new client referrals and enquiries that they have a waiting list of people wanting to see them. AND we are also coming across some advisers in the opposite situation. They’re looking to...
by Sue Viskovic | Nov 17, 2016 | All Posts, Articles, Business Coaching, Business Management, Client Service, General, Insurance, Sales & Marketing
Educating clients is part of the adviser’s role and most will have a well prepared and polished process to do so, but it can become tiresome (and time consuming!)running through this process with each and every client. In this article first published in RiskInfo...
by Sue Viskovic | Apr 28, 2015 | Advice, All Posts, Articles, Business Management, General, Juice Console, Sales & Marketing
I’ve recently just published my first two articles on LinkedIn. I’ve been writing this blog for a number of years now, and LinkedIn has opened up their platform for people to publish articles directly, and I’ve held back until now. In part, because we share our...
by Sue Viskovic | Apr 27, 2015 | Advice, All Posts, General, Sales & Marketing
I’ve recently discovered that someone had set up a dodgy Twitter account, impersonating me. They’ve been removed, and it was a relatively simple process, and I thought I’d share the experience in case it happens to you. In reality, it was relatively...
by Sue Viskovic | Dec 1, 2014 | All Posts, Business Management, Sales & Marketing
Client engagement is an artform that we are particularly passionate about here at Elixir. It’s one thing to have the ability to deliver outstanding, technically brilliant advice that is always in the best interest of your clients, but if you can’t sell it to your...
