Funding advice fees with (tight) cashflow

Funding advice fees with (tight) cashflow

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.

If after viewing the video you’d still like to chat about how to help your clients with this dilemma, please do contact one of the Elixir team on 1300 683 680.

(We had a bit of a giggle after viewing the recording of this – the ‘Brady Bunch’ panels were in a different order on Sue’s screen when she introduced people!)

Sue Viskovic
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Sue Viskovic CFP is the Founder of Elixir Consulting; a proud mother of four; a sought-after speaker; a business coach; and author of a number of books and programs designed for advisers. An active contributor to, and advocate of, the financial advice profession, Sue is passionate about the important role that quality advice can play in society.