This product is the annual payment option;
Monthly = Pricing Advice $44 plus Evolve Alliance $110
If you would like to pay annually – click here.
This is the software that underpins all our pricing coaching at Elixir Consulting. If you’d prefer not to get help from one of our coaches, you can subscribe to the software and work through the program in your own time. You can then re-enter the program as often as you wish, to access your fee schedules, or update your calculations.
Whether you don’t know where to start or your fee model is a work in progress, this 10-step program will help you to:
- Define your service offering
- Determine which structure is right for your business — fixed fees, hourly rates or asset-based fees
- 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
- Stress-test your pricing model in different scenarios to model the impact of business decisions such as increasing or decreasing staff, moving premises etc
- Create an action plan to implement the new pricing model in your business, including the tools and processes you will need to administer and ‘sell’ the model to your clients
- Importantly, keep your pricing model up-to-date as your business evolves.
Working through the online program will earn you at least 12 CPD points* in your first year, and your subscription will enable you to create your pricing model, and test as many different scenarios as you choose.
*This online program is accredited by the AFA to earn 12 CPD points for time spent collating and considering your data and processes.
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.
Hundreds of articles, videos, procedures, templates, and guides are included in your membership. Don’t be fooled by the affordability of the Alliance – we’re not talking sparkle dust here. It’s valuable, practical, ‘take away and implement instantly’ stuff. Not a random collection of ideas, it’s carefully curated and structured in such a way that you can tailor your experience to find what you need to work on your business right now, then return again and again to access more resources as you work through different elements of your business evolution.
You’ll have access to our thorough Business Analysis process, purpose-built for financial advice businesses, to identify the areas in your business that need improvement, and to help you focus and celebrate your evolution over time.
The Elixir coaches’ extensive experience working with advisers has allowed us to identify the most valuable and practical tips and resources for you so you’re not wasting your time with stuff that sounds good but doesn’t work. This is the cure to the ‘something shiny’ syndrome…it’s not just providing you with inspirational ideas that you can’t implement.
Until now, the only way to access all of these resources was to become a coaching client, which meant that access was restricted to only those advisers with the capacity to engage Elixir directly. Through the Evolve Alliance, we’re now putting the tools directly into the hands of the forward-thinkers who are committed to evolving their business to thrive in the new landscape of advice.
You can purchase your login by clicking Add to Cart. When you purchase the bundled memberships, you will be sent two seperate emails with your login details and instructions for how to access each program within 24 hours. If you do not receive you login details please contact Elixir Consulting.