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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25th May Tues @ 12.30pm AEST
By Sue Viskovic and Graham Burnard
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.
8th June Tues @ 12.30pm AEST
By David Carney, Marc Lincoln and Lana Clark
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 our 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.
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!)
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.
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.
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:
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!
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:
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:
As a bonus, everyone who registers will receive a copy of the award!
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.
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.
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.
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.
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