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OUR BLOG – ARTICLES AND VIDEOS

Client Engagement – an Artform?

Client Engagement – an Artform?

Client engagement is an artform that we are particularly passionate about here at Elixir. It’s one thing to have the ability to deliver outstanding, technically brilliant advice that is always  in the best interest of your clients, but if you can’t sell it to your...

Board of Advice or Business Coach – which one?

Board of Advice or Business Coach – which one?

Following on from my previous post on what a Board of Advice or Business Coach can bring to your business, today I would like to talk about which option is best for you and your business. To work that out, we need to look at what the differences are between a Board of...

Can you feel the burn?

Can you feel the burn?

You know the feeling. That washed out sense there is too much on and you’re being pulled from pillar to post, unable to focus your energy on one thing for more than a short period. Running an advice business is challenging. From the problem solving aspects, analysis,...

Do you need a Board of Advice or a Business Coach?

Do you need a Board of Advice or a Business Coach?

How do you know if you need a Board of Advice (BOA) or Business Coach? While many people have heard how important it is to regularly pause from working in their business to working on their business, the methods of how to do this vary greatly. You can spend time on...

How well do you follow-up?

How well do you follow-up?

I really enjoy listening to podcasts from Small Business Big Marketing - Tim Reid is the guy behind this show - which is officially Australia's #1 marketing show. While he always discusses great marketing ideas that work for ANY small business, it's not often that he...

Gamification of advice – Part 1

Gamification of advice – Part 1

I believe one of the key roles of an adviser is to change clients behaviour for the better. Most people do not make the best financial decisions. Whether it be failing to save enough, chasing returns, keeping Foxtel but cancelling insurance or simply listening to our...

A tale of four builders

A tale of four builders

I’ve been visited by four builders over the past few weeks who gave me great insight into why some advisers are more successful when it comes to client engagement than others. To give the background: we’ve moved into a new house and want to get a deck built in our...

Switching to Apple – a case study

Switching to Apple – a case study

A year ago ago, I made the jump across to Apple, with my first MacBook Pro. Since then, I’ve been asked a number of times whether it’s realistic for advisers to do the same in an industry that intrinsically favours Windows. Many businesses asked me whether, given the...

4 things I wish I was told about goal setting

4 things I wish I was told about goal setting

Goal setting. You've heard all the one liners.... ‘If you don't know where you are going, you'll end up someplace else’ ‘Fail to plan and you plan to fail’  ‘A goal is a dream with a deadline’ In my post "The problem with goal setting", I reveal the single biggest...

The problem with goal setting

The problem with goal setting

If you’re like me (and about 80% of people I’ve spoken to recently are), you took time in your ‘down time’ over Christmas to reflect on the year that was and clarify your focus on the goals you want to achieve in the coming year. And why wouldn’t you? We're always...

Got an iPad? Then you’ve got an extra display monitor

Got an iPad? Then you’ve got an extra display monitor

Advisers who want to wow their clients are increasingly using technology to help do it. This includes embracing innovative ways of demonstrating key concepts using interactive visual tools, such as presentations, mindmaps, calculators and lots more. However, sometimes...

So what happens when you can’t pay the bills?

So what happens when you can’t pay the bills?

Pete's story is one that needs to be told. What happens when you hit rock bottom in this business? When what you know and believe in just isn't working out? I wrote a guest blog for AdviserVoice recently which tells the story of one such person. I want to share the...