Evolve Live - Free Webinars

Hosted by one of our highly experienced Elixir Consultants, we will be delivering a deep dive into a practice management topic that’s timely and relevant, and wherever required, we’ll invite subject matter experts to be special guests.

These free webinars are packed with invaluable insights to prepare your business for long-term sustainability and even better, you can watch them live from the comfort of your own home or office. 

The Evolve Live series is also recorded and available to watch any time on our Evolve Alliance membership portal. If you aren’t yet an Evolve Alliance member - you’re missing out on key tools and resources at the click of a button! See here for more information → https://evolvealliance.com.au/ 

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Free webinars to help your advice business
Check out our upcoming webinars...

How to Succeed in the Succession Stakes

28th September Tues @ 1pm AEST
By Monique le Roux and Bob Neill

Planning your exit from your business should always be a high priority. But do you do that from with in the business? Do you find an investor? Or do you merge with another firm?

And how will you extract the capital value from all the noise you're dealing with in your business? More importantly, will it ever be worth it?

Join Monique and Bob Neill of Seaview Consulting (with over 25 years of significant experience with specialist skills in Strategy, Valuation, Succession Planning and Transactional Management), as they answer all these questions and more, discussing and providing guidance and tools on the many moving parts to a successful transition, including how to structure the option you choose for success.

As Bob says, 'Succession is a journey, not an event.' Are you ready to succeed in this journey?

REGISTER NOW

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2021 Business Planning Essentials

With 2020 fast disappearing, are you currently thinking: What am I going to do to get on the front foot for 2021? What should we focus on in the new year to get more of the success we want in our business?

We'll be answering these questions and more by going through the specific things that you need to put in your 2021 business planning to drive your business beyond the legislative and cultural changes that you've been forced to endure. Don't just make incremental changes to satisfy your compliance manager - take a longer-term view of what you want to achieve and rebuild your business to get there!

As a special one-off to set all advisers up for success for 2021, everyone (not just our Evolve Alliance members) will be able to watch the recording of this Evolve Live Webinar topic any time. (If you just can’t face it this side of Christmas and you prefer to get inspired while lying on a beach with a cocktail in hand, who are we to stop you!)

Part 1 of 2: Advisers' Guide to Changing Licensees

Changing licensees causes a significant disruption to any business, and the analysis and selection process can be overwhelming. Which licensee will suit you best? Is self-licensing an option for you?

Join Monique and Sue as they walk you through our handy guide to help you clarify your thinking and fine-tune your hunt for the right option to suit your unique business. Leverage the knowledge we have in working with advisers around the country to maximise the likelihood of getting the decision right, first time.

Part 2 of 2: Is self-licensing the right option for you?

When comparing licensee options for your business, an option is to get your own license...Viable but not always advisable.

Join Graham as he dives into what you can expect from running your own license, warts and all!

He'll also be accompanied by Sean Graham, the founder and Principal of Assured Support.

You'll hear some war stories and personal experiences, receive a checklist that will help you make the decision, and then establish the support network you'll need to make your decision a success.

Building efficiencies in to your advisory business, so you can work smarter.

Are you feeling a sense of overwhelm, frustration or burnout in your business? You are not alone! We see this often with our coaching clients. The good news is that there is hope! Through mindset, planning and technology, you can implement efficiencies to help. Especially relevant in today’s environment with remote working becoming frequent and usual processes flipped upside down. 

Join Lana and Alanna for this free webinar to learn more about: 

  • Mindset and setting yourself mentally for efficiency
  • Planning, tools and resources for implementing efficiencies
  • Tips, tricks and practical ways to manage your time

Delivering on the promise of advice

The real promise of great financial advice is to help clients live their best lives. Not to die rich, but to live a rich life, where money enables them to live a life they have dreamt about.

I think we can agree that this is why we joined this industry, and yet it feels like we've lost sight of that, with most training and investment of late focused on the compliance aspects of satisfying BID and not on streamlining compliance while truly engaging clients in the planning process.

What about the Adviser? Who is fighting for them? Who is helping them reach their potential? Who is helping them lead better lives?

In this webinar, Sue speaks with Santi Burridge, CEO of Lumiant Pty Ltd - a firm solving all these and more. We will talk about how advisers can improve their client engagement and enable their businesses to become bionic.

We will discuss techniques that enable advisers to build trust quickly, to give clients the gift of supporting them through life planning and aligning their values within families, to then go on to effectively design and act towards their best life.

And just as importantly, we will show you how you can lead your best life by putting you in the control seat.

BONUS...For this special event, everyone (not just our Evolve Alliance members) will be able to watch the recording of this Evolve Live Webinar topic any time!

Creating the right digital first impression

Do you feel you’re missing out on potential clients? When was the last time you looked at your digital first impression? Are you unsure of even where to start with your digital first impression?

Advisers often rely on referrals BUT it's important to remember there is a research and consideration phase the potential client goes through between hearing about your services and making the decision to reach out to you. When clients start looking for you online, you have one shot at creating the right first impression!

In this must-watch webinar, Lana will be joined by Emma Burdett, Director of 23Fathoms Marketing, to go through the foundations of digital first impressions including:

  • What we typically see from the financial services industry when it comes to online presence.
  • What makes up your digital first impression and the power of making it great.
  • How to make a great first impression online that attracts the right clients and leads to them contacting you.

Must-know HR considerations for Financial Services

When was the last time you looked at, let alone updated, your business’s HR processes? Are you up to date with the latest changes in HR regulations and the impacts they have?

Advisers' time is limited and being so busy spending time with clients can mean it becomes very easy to neglect the HR side of the business. Neglecting these aspects can be costly - creating a disengaged team and landing you in possible legal trouble.

Chances are you don't have an internal HR department managing your recruitment, payroll and employee relations. It can also be difficult to keep up to date with the constant changes in regulations.

Which is why Monique will be teaming up with Amanda Daff, Head of Client Strategy at Employment Innovations, for this FREE webinar to go through:

  • Interplay between employment contracts and awards
  • Modern award - what does it mean and how does it affect your business and employees
  • Latest changes to working hours from 1st March 2021
  • Employment contracts and the management of commissions and bonuses

As a bonus, everyone who registers will receive a copy of the award! 

Rebuilding your Investment Philosophy

In this FREE webinar, Angela Ashton, Founder and Director of Evergreen Consultants, joins Elixir Consultant Graham Burnard to discuss some of the key considerations advisers should be addressing when reviewing their investment philosophy.

Cyclical changes in investment markets make this an ideal time for reviewing how truly diversified your manager selection is.

As experts in their respective fields, Angela and Graham will also look at how SMAs and IMAs can be used to enhance implementation efficiencies in your business, as well as how active versus passive asset management is more than just a decision about costs.

Annual Agreements, Independence Declarations and Breach Reporting

You thought Annual Agreements and Independence declarations were big - are you ready for the new Breach reporting from October?

Now that we have more clarity on the rules from 1 July, Sue will be sharing thoughts with Nadia Docker from Kinetic Compliance, unpacking the decision between Annual Agreements vs Ongoing Agreements and the impact your pricing model will have on your decision.

We'll also look at the sleeper that is Breach Reporting coming to you this October.

The Power of Effective Performance Management and Staff Reviews

While preparing for and holding staff performance reviews can feel like a chore, regular performance conversations help you recognise and value your team members, clarify their roles and identify training and development needs.

Performance reviews also help you create a culture of open communication in your business, which can assist in elevating staff engagement, resulting in both performance and productivity improvements.

Join Monique le Roux and Alanna Bitmead as they unpack the performance management process and identify some great tools and tips you can use to make your review discussions more productive and effective.

A pragmatic approach to leveraging technology in your business

We know how daunting it can be to improve your use of technology in the quest for delivering a better client experience, improving efficiencies and lifting profitability!

Join Graham and Sue for this practical session with loads of immediately-actionable ideas AND a framework to help you with the bigger picture technology decisions.

Outsourcing makes sense in theory - how can we actually make it work in practice?

Outsourcing is often hailed as the solution to reducing costs and handling peaks and troughs of workflow and yet it doesn’t work for everyone. In theory it’s a great idea - but in practice, there’s a lot to think about in WHAT to outsource, WHO to send it to (onshore vs offshore, dedicated team member vs task-by-task?), and HOW to actually achieve the benefits that it can enable.

Join Lana Clark in this panel session, with David Carney from VBP (Philippines) and Marc Lincoln from VSource (Australian-based) to have all your questions and quandaries answered.

Risk Management: Cybersecurity

In our digital age both working and living online, we become increasingly vulnerable to cyber-attacks. Many companies feel confident they have it covered and then there are other business owners who are constantly working to protect themselves with increasing security measures.

To be forewarned is to be forearmed - when you're aware of the risks, it is much easier to take the steps to protect yourself online.

In this session, Lana and Fraser Jack explore how cybersecurity must be a part of your risk management strategy as they work through some examples of how cybersecurity attacks can occur, and what you can do about protecting yourself and your business from them. Join us to understand why this is one of the hottest topics in the advice profession.

Technology: Best of Breed versus End to End Solutions

Traditionally advisers have turned to end to end solutions to run their practice.

An end to end solution typically handles most parts of the advice process well, however in recent times, advisers have tended to gravitate towards a best of breed approach as they become more conscious of gaining a competitive advantage through leading edge technology, and often these applications sit outside of their incumbent tech stack.

Graham will be joined by Simon Bishop from ROAR Software to discuss what you should be looking at when making such important decisions and how ROAR might be able to help in your business.

This is the first of our Provider Member sessions, where our guest will not only share valuable insights; we will also ask them to blatantly self-promote, so you can get a feel for the services they provide, and shortcut your search for solutions.

A blueprint for running tomorrow's profitable, successful Financial Planning business

Now that 'passive income' is a thing of the past in advice businesses, the business strategies that will achieve a 40% + profit margin in the future look a lot different to what they did in the past.

We'll share insights from Elixir's latest whitepaper (hot off the virtual press!!), using our industry research AND our direct experience in working with advice firms, to share what's possible, what others are doing, and most importantly, practical steps that YOU can factor into your 2022 strategic planning to achieve the success you seek.

Paraplanning

Lana is joined by Hayley Knight from Contract Paraplanning Services as they consider the changing role of the Paraplanner, how it has evolved and why it is an essential part of your advice business.

With every advice business looking to reduce the costs of advice, we will discuss:

  • How paraplanning can lead to greater efficiencies within the delivery of advice
  • What to look for when you're searching for a great paraplanner
  • How to train, develop and mentor a paraplanner into a great strategic partner in the value chain of advice.

If I were a client of Elixir's, how would they help me make this year our best yet?

Whether you've been thinking of engaging a business coach, or you'd simply like to get the inside scoop on how to drive fantastic business results, this session will give you a whole host of insights into how you can move your business forward.

(This won't be just a blatant sales pitch - there'll be takeaway ideas you can use yourself if you don't want coaching).

Creating Value through Client Engagement

In this session, Graham will talk with James Williamson from Millhaven Financial Services about how to build and implement an ongoing client experience that clients will truly value.

By using cutting edge solutions, the team at Millhaven have built an ongoing client experience that is highly engaging and continually reinforces the value they add to their clients.

Did you miss the live webinar? Replays are available for our Evolve Alliance members to watch anytime!

Not yet an Evolve Alliance member?

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