Whether you’re in crisis management mode and you need to help to solve an immediate challenge, or you’re looking to tap into our deep knowledge of the business of financial advice to launch a product or service, our consulting services can be delivered in a bespoke manner to achieve what you’re looking for.
If your needs don’t fit neatly into the categories of pricing, training and development or needing an experienced strategist and coach in your corner to support you through the next evolution of your business, our bespoke consulting services may assist. We’ve helped small business owners get over big hurdles, large corporates improve their distribution strategies, institutions retrain and upskill their staff and product providers to add value to their favourite supporters.
If you’re seeking help from expert strategists who are well connected and know the business of financial advice backwards, contact us for a confidential discussion. We’ll help you scope your needs and identify how to meet them – and if we don’t have the right expertise to help, odds are we’ll know who will.
I highly recommend Sue as a great consulting partner who becomes personally and passionately committed to the success of her assignments. I have worked closely with Sue, and highly value her knowledge, expertise in the business of financial advice, and contribution to developing a distribution strategy.
Sue and her team at Elixir Consulting will add great value to financial services organisations who are looking for work with a business adviser.
Before we engaged Elixir and Sue - I was doubtful that practice development would make a difference to an Adviser's business. I was pleasantly surprised that the quiet professionalism of Sue applied diligently to a select number of engaged planners has worked its magic!
Both on a "one-to-one" basis and in large group setting Sue's passion and dedication shine through. The "alchemy" we all seek in dealer management is increased planner effectiveness - Elixir Consulting has delivered in spades.
We have engaged Sue for the last 10 years and going from an infancy to mature business hasn’t stopped the quality of advice provided by her. In fact we are now one of the most profitable businesses within our dealer group and received the WA/NT Excellence Award for 2016 all because of her help.
Her knowledge of the financial services industry is second to none and every legislative roadblock has been overcome with ease by administering her recommendations for our business. Our processes are now such that clients are more informed & happier from restructuring service agreements. She also helped with employee KPI’s and job descriptions being rewritten to ensure staff and business satisfaction.
Sue is also an innovator, whereby she constantly keeps up with industry trends and this helped us facilitate a smooth transition that improved efficiency and transparency. Her Pricing research enabled us to benchmark ourselves against our peers as well as rethink our fee structures to ensure profitability to all owners whilst providing client value with the minimal of fuss.
We cannot thank Sue enough for her hard work and dedication. She is our lighthouse in the financial services unchartered waters and would have no hesitation in recommending her to any other financial services businesses.