1300 683 680 [email protected]

More than a resource portal

evolve alliance 

 

Your digital business improvement portal, providing you with unlimited access to practical tools, templates, video how-to’s and proven strategies to help you evolve your financial advice business.

READY FOR YOUR ADVICE BUSINESS TO THRIVE? 

Growing your practice and turning it into an asset that will hold its value for years, even decades to come, doesn’t have to be hard.

If you want to continually work on your business without the use of an Elixir business coach, but you don’t want to reinvent the wheel, Evolve Alliance will provide you with the inspiration and the tools you need to make it happen.

Business Analysis tool

Revisit your Business Success Wheel as often as you’d like.

Unlimited access

to successful business strategies available any time from anywhere.

Specialised content, tools, and templates

across the 16 elements of an advice business that will impact your success.

Video and audio

‘warts and all’ interviews with advisers and service providers.

An entire procedures manual template

including workflow processes and client communication templates across most processes in an advice business –  new client onboarding, client reviews, referral management, advice implementation – fully customiseable to suit your business.

Access to Provider Members

A trusted source of pre-vetted service providers with proven track records, many with special offers.

A complete suite of practical tools, templates, how-to guides and resources to enable you to get maximum ROI from the precious time you get to spend on your business.

We are lifting the lid on business intelligence previously reserved for Elixir clients to provide you with tailored resources across 16 key business elements in various mediums.

Our aim is to arm you with the practical knowledge you need to improve, survive and thrive in today’s advice landscape, in your own time and on your own terms.

Ideas and Inspiration

You probably know what areas you want to improve in your business, but you don’t know quite how – and you certainly don’t want to reinvent the wheel.

Draw ideas and inspiration for tested and proven strategies you can implement from a range of articles and videos – all from subject matter experts who have seen your challenges before.

Adviser-directed content – if there’s something you need that’s not yet in the portal, we’ll build it… ensuring that your membership stays valuable for you as your needs (and the profession!) continues to evolve.

Tools and Templates

Why waste time putting together procedures, client service initiatives, workshops etc. from scratch when you can leverage the work of others? You’ll get access to a heap of templates that you can customise to suit your business. From a claims management guarantee to adviser KPI and balanced scorecard to client meeting agendas to a checklist to complete due diligence on a business for sale… you name it, it’s in there! (And if it’s not, we’ll build it!)

PROVIDER MEMBERS

There will be times that you need to engage external service providers in order to achieve the improvements you seek in your business and the services you provide to your clients. With so many companies vying for your attention, how do you know who to turn to, and where do you even start your search?

We’ve done some of the initial heavy lifting for you. We seek out innovative, effective service providers that have a track record of solving adviser’s problems, and we vet them on your behalf, before allowing them to become Provider Members.

Each Provider has a showcase video interview with an Elixir consultant AND video recommendations from advisers so you can check them out in the comfort of your own screen before deciding who you’ll reach out to, and you can leverage the buying power of Evolve Alliance membership through their special offers.    

BUSINESS ANALYSIS TOOL

that shows you where your weaknesses are – so you’re never left wondering “which problem should I solve first?”

Before you start working on moving your business forward, you have to know where to start, and what problems need fixing first.

When we start working with a new client we help them figure this out by spending a day in the office with them analysing their business. Unfortunately we can’t do that for everyone.

So instead we’ve opened up access to our extensive business analysis tool and built it into Evolve Alliance.

Live Case Studies

Listen in while a subject matter expert interviews an adviser who’s been through the challenge you’re facing and has come out the other side.

We take a deeper dive into the businesses of advisers around the country and shed light on people and practices you haven’t heard from before. We ask the big questions and compile the answers in a way that will allow you to go away and implement changes in your practice today.

There are loads of scenarios, with new content every month where we get up close and personal, digging deep into specific experiences only revealed to Alliance members.

Case study interviews are available in video or audio format – however you prefer to consume.

MEMBER TESTIMONIALS

“I think it’s a very affordable way to get access to the level of quality material. There is a lot of IP in there from Elixir Consulting, a lot of research and a lot of things that work. To be able to just grab something that’s pre-done, make some slight adaptations and just slot it into your business… it’s very useful.”

BRENT, 2021

“It’s good content.

It’s very functional.

It’s a good resource for advisors, and certainly very reasonably priced.”

WILL, 2021

 Ready to evolve?

Evolve Alliance Membership

$1,100 per annum OR $110 per month

(Minimum 12 month commitment. Each additional team member = + $550/yr)