by Craig Leonard | Nov 23, 2022 | All Posts, Videos
๐๐น๐ถ๐
๐ถ๐ฟ’๐ ๐ฎ ๐บ๐ถ๐ป๐๐๐ฒ ๐ต๐ผ๐ ๐๐ถ๐ฝ! Do you struggle to achieve the efficiency and productivity that you know you’re capable of, but just can’t seem to find? What if there was something, ๐ด๐ฐ ๐ด๐ฎ๐ข๐ญ๐ญ, that could help you find the answers you want, along with...
by Craig Leonard | Nov 18, 2022 | Business Management, Client Service, Profit, Videos
It’s been touted that we’re currently in the ‘golden age’ for financial advice, and we agree – there is tremendous opportunity to grow resilient, sustainable advice firms โฆ and yet one of the biggest things that will prevent firms from...
by Craig Leonard | Nov 9, 2022 | Advice, Client Service, Videos, Webinar
In our latest Evolve Live Express session, Nicola Beswick, financial adviser, mentor and Chair of the Pro Bono Financial Advice Network (PFAN) will share her insights and experience from volunteering both her time and experience. The Pro Bono Financial Advice Network...
by Craig Leonard | Nov 8, 2022 | Advice, Business Management, Business Plan, Client Service, Videos
Are you stuck in the cycle? It’s incredible to think how many advisers and business owners are telling us that despite their best intentions, they are still struggling to find time. Time to work on their business. Time to plan their strategies for their OWN...
by Craig Leonard | Nov 8, 2022 | Advice, General, Succession, Videos
There are 216,000 undergrads in Australia studying commerce or business degrees right now… and yet FASEA records show that we only had 300 graduates from the financial planning degree last year! That is not enough to replenish our adviser numbers and help...
by Sue Viskovic | Jan 17, 2020 | Change, Fees & Commissions, Videos
Another burning question from the recent AFA Webinar related to how to help clients with funding their advice fees when they already have tight cashflow. The team at Elixir Consulting discuss this and give you practical ways to help your client with this very dilemma....
