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...
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...
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...
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...
What makes a good video great? Talking heads can get very boring very fast, but it doesn’t take much to make them stand out from the crowd. When I presented to the AdviserEdge conference in Melbourne on using video in your business, I did it by video link. Why?...
Most Australian advisers are currently absorbed in altering their business practices to comply with the new FoFA Legislation, and a particularly large issue is deciding on when and how to deliver their Fee Disclosure Statements (we now have a three-letter F word … the...
