Business Evolution Program

Pricing is a fundamental cornerstone of any good business, and is a critical function to get right.


Pricing financial advice can be complex – pricing risk advice even more so.

With FoFA fully implemented and the new Life Insurance Frameworks in play, there has never been a more important time to address how you extract value for the invaluable advice you provide your clients.

Creating the right income model for an advice business takes more than just crunching numbers and determining what it costs to deliver advice.

At Elixir Consulting, we believe that every business owner should be free to determine the right pricing model for their business and client base. As experts  in Pricing Advice, we know that there is not one pricing model that will suit all advice businesses, and yet we have developed a process that has successfully assisted hundreds of advice businesses – ranging from single-adviser, to multi- office businesses, to create their own unique pricing model.

Please click here to download the Elixir Pricing Evolution program brochure (PDF, 686 KB)

Course Outcomes


Combining our online program to calculate the numbers, group workshop activity to share experiences and client engagement techniques, and follow-up group coaching sessions to aid implementation, our Evolution program is the most cost effective way to obtain business coaching support to create or refine your pricing model.

We will take you through a process that will assist you to achieve the following outcomes:

  • Articulate your Client Value Proposition;
  • Define your service offering(s);
  • Identify and analyse the different options for Pricing Advice and select the most appropriate option for your practice;
  • Calculate your cost to serve your clients, accounting for the actual overheads and resources in your business;
  • Create your defined pricing model – how much to charge and when;
  • Analyse and improve your process to engage a new financial planning client;
  • Create and implement standardised documents within your practice, including a Client Engagement Letter, and ongoing Client Service Agreement;
  • Create an action plan to implement the new pricing model in your business, including the techniques and processes you will need to administer and ‘sell’ the model to your clients.

The program will earn you at least 27.5 structured CPD points*, and includes:

  • Initial webinar to prepare you for the process.
  • Twelve month subscription to the online Pricing Advice software (retail value $995).
  • Workbook to collate the documents used in your pricing journey.
  • One copy per adviser of the book ‘Pricing Advice’ OR the book ‘Worth Paying For’ by Sue Viskovic (retail value $49.95)
  • Attendance at a two-day group workshop to work through the program with your team, providing access to expert advice and the opportunity to share thoughts and experiences with other advisers (without the need to disclose your financial details to other businesses in the room)
  • Three follow-up group coaching sessions to assist with the implementation of your new pricing model.
  • One copy of Elixir Consulting’s Adviser Pricing Models Research Report third edition (retail value $1,650)

* The Business Evolution Program is accredited by the FPA to earn 27.5 structured CPD points, plus you can claim additional time outside of the meetings as unstructured CPD.

The process for the course is as follows:

Register Now

Your investment for this program is $1,700 per month (+ GST) for five months. Alternatively, you can elect to pay in advance and save – total program fee of $8,000 (+ GST) if paid upon booking.

Programs are run around Australia. Contact us to register your interest in an upcoming intake.


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