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ARTICLES AND VIDEOS

The one thing that will guarantee a successful future in advice

The one thing that will guarantee a successful future in advice

We have worked with advice firms for over 14 years and in that time, we’ve coached hundreds of Principals and their teams to achieve more from their business. It’s common knowledge to everyone in the profession that there has been constant change over that time and so...

How do you make sure your advice represents good value for money?

How do you make sure your advice represents good value for money?

The Elixir team collectively spend many hours every week working with advisers in the art and science of getting their pricing models right.  Part of this process involves understanding the true cost of advice, but this is only one step in the exercise. Cost does not...

How could Elixir help you get off the hamster wheel?

How could Elixir help you get off the hamster wheel?

Most financial planning business owners start out as experts in their field of financial planning.  They are financial coaches to their clients first and foremost and have built serious businesses over time, putting their clients and staff first.  Many of our clients...

Outsourcing

Outsourcing

To most financial advice businesses, the concept of Outsourcing is not new. Many businesses have outsourced their licensing and/or paraplanning for years - but more and more advice businesses are also outsourcing elements of their administration either to onshore or...

Sustainability Planning

Sustainability Planning

One of the key attractions of owning a financial advice business has always been the benefit of generating recurring revenue from long-term clients. While the removal of grandfathered commissions and introduction of mandatory renewals has removed the ‘guarantee’ of...

A pragmatic approach to leveraging technology in your business

A pragmatic approach to leveraging technology in your business

This article is a summary of a Webinar delivered by Sue Viskovic and Graham Burnard from Elixir Consulting on how to approach the challenge of leveraging technology in a financial advice business. Technology decisions are one of the most critical decisions that owners...

A Framework for Effective People Management

A Framework for Effective People Management

Hands down, THE most critical element of an advice business is the people who serve within it, your human capital so to speak. Having the right people in the right roles is the first step to success, and empowering them through great management is the true key to...

So you’re considering changing licensee?

So you’re considering changing licensee?

If you’re unsatisfied with your licensee at present, you’re not alone. Adviser Ratings research showed that 14.4% of advisers switched licensees in the year ending Q3 2020, and we’d suggest that the number of advisers contemplating a move is higher still.  In addition...

How to come up with your Client Value Proposition

How to come up with your Client Value Proposition

The Elixir Consulting team is fortunate enough to have worked with hundreds of successful financial advice businesses around the country. One of the attributes we see in the most successful businesses is that they have a very clear sense of their target clientele and...

Communicating Effectively (despite the challenges)

Communicating Effectively (despite the challenges)

  We are currently dealing with the twin challenges of creating messages for clients and staff in an environment of huge uncertainty and then delivering these messages remotely, with all of the challenges this can bring. Engaging with people remotely does not...