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Every Tuesday 1pm EST

Tactical Tuesdays

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Weekly discussions with subject matter experts on key issues affecting financial advice businesses in the current landscape.

* Register once to be able to join all Tactical Tuesday sessions *

Next Upcoming Webinar

Tuesday, June 23rd
1:00 PM EST

Refining your Ongoing Service offer

with Sue Viskovic
& Lana Clark

Our final session for the Tactical Tuesdays webinar series!

With the move to Annual agreements with clients (not to mention the loss of grandfathered investment trails), there's never been a more important time to reflect on how you deliver your ongoing services to ensure you're providing value.

Join Lana and Sue as they explore how to improve your client reviews, and how to price, articulate and deliver on a valuable ongoing service proposition that will ensure you continue to make a meaningful difference in your clients lives.

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Thirsty Thursdays?

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Weekly webinars will support you
until the end of June.

Check out our new few weeks...

Recruiting and Retaining great staff

Tuesday 9th June
with Andrew George and
Alisdair Barr

In this week’s Tactical Tuesday session Andrew George will be talking to Alisdair Barr the founder of Striver, who has created a platform where early career job seekers maximise their connection with financial industry employers.

Alisdair will explore whether COVID-19 will create new ways of working and new opportunities for recruitment. He will share his interview techniques and how he uses profiling tools to maximise the success when placing your next employee. We’ll also discuss some of the trends around employee engagement and how to maximise your retention with great employees.

Compliance Update

Tuesday 16th June
with Graham Burnard and
Sean Graham

Our second last week of Tactical Tuesday sees Graham chat with Sean Graham the founder and Principal of Assured Support.

Since 1996, Sean has specialised in financial services law, compliance and risk management and has extensive experience in Distribution, stockbroking, product manufacturing and advice.

For anyone that receives his weekly Three Hit Tuesday email you will know that Sean is not afraid to take a clear stand on compliance issues and provides clarity and insight around the many compliance related issues and requirements impacting our industry.

In this webinar we will explore some of the most significant recent and upcoming changes that are impacting all advisers and Sean will be sharing his thoughts on how advisers should be setting up their business to effectively implement their compliance obligations.

Refining your
Ongoing Service offer

Tuesday 23rd June
with Sue Viskovic and Lana Clark

Our final session for
the Tactical Tuesdays
webinar series...

With the move to Annual agreements with clients (not to mention the loss of grandfathered investment trails), there's never been a more important time to reflect on how you deliver your ongoing services to ensure you're providing value.

Join Lana and Sue as they explore how to improve your client reviews, and how to price, articulate and deliver on a valuable ongoing service proposition that will ensure you continue to make a meaningful difference in your clients lives.

Missed a webinar?
Don't worry you can catchup on previous Tactical Tuesday sessions,
through our Evolve Alliance portal!

Fix your back office while in lockdown

with Sue Viskovic and Lana Clark

Our resident expert and Queen of Productivity, Lana Clark joins Elixir MD Sue Viskovic to discuss what advice businesses can do to create an effective operating rhythm to run a sh!t hot back office.

Compassion Fatigue

with Sue Viskovic and Hazel Ruby

How to take care of yourself while supporting others through challenging times. Hazel brings a personal coaching slant to this session, to arm advisers with strategies and knowledge to get through this challenging time.

Communicating Effectively
(despite the challenges)

with Graham Burnard and Tony Bulmer

We talk to Tony Bulmer, who is a renowned communicator who coaches his clients on getting clear and powerful messages across to an audience whether they are in the same room or operating remotely.


Leadership is evolving daily

with Andrew George and Debra McQuinn

In this environment leading a business and managing people is evolving daily. Employees are looking up to employers for strong leadership.  Join Deb McQuinn from Strategic Resources Network and our own Andrew George to discuss the most relevant issues we are dealing with right now.  In our session we'll focus on the current challenges, challenges on the horizon and practical solutions.  

Working ON the business for longer-term sustainability in the midst of a crisis

with Lana Clark and Graham Burnard

In this interactive discussion Lana and Graham look at examples of businesses from both within and outside our industry that have successfully navigated challenging times and some of the strategies you can use to make sure you and your business are in great shape when we get through the other side of the lock down.


Adviser Independence -
the time is now

with Sue Viskovic and Daniel Brammall

It won't be long before every adviser in Australia will have to disclose their independence status to their clients - and moreover, explain why they are not independent (if that's the case). There's no-one better placed to explore this subject than the President of PIFA, Daniel Brammall. Join Sue and Daniel as they explore these opportunities and just what is required to get the professional recognition you deserve.

Pricing Advice -
what have we learned from 11 years of research?

with Andrew George and Sue Viskovic

In the lead-up to the release of the 5th edition of our Adviser Pricing Models Research Report, Andrew and Sue from Elixir share some key insights from the latest research. What are the preferred models for successful advice practises? Some of the key trends we're seeing?
A sneak peek at some of the numbers and the Key Findings, to help your thinking as you refine your fee model for the future advice landscape.

The secret to building personal and team high performance

with Graham Burnard and Vanessa Bennett

Graham chats with Vanessa Bennett, the CEO and Co-Founder of Next Evolution Performance. Vanessa will look at how productivity, mindset and physical wellbeing are interlinked and are the key to getting you and your team operating at peak performance.
We also look at how the definition and expectations of good leadership have changed and what today’s best leaders are doing to keep their teams motivated and performing at their peak even when working remotely.


Outsourcing

with Lana Clark and Danielle Cornelissen

Whether you're already outsourcing or you're sitting on the fence, join us as Lana & Danielle talk through the tactical and practical of outsourcing in an advice business.







Recruiting and Retaining
great staff

with Andrew George and Alisdair Barr

Alisdair explores whether the current environment has created new ways of working and new opportunities for recruitment. He shares his interview techniques and how he uses profiling tools to maximise the success when placing your next employee. We also discuss some of the trends around employee engagement and how to maximise your retention with great employees.

Compliance Update

with Graham Burnard and Sean Graham

In this webinar we explore some of the most significant recent and upcoming changes that are impacting all advisers and Sean will be sharing his thoughts on how advisers should be setting up their business to effectively implement their compliance obligations.



Refining your
Ongoing Service offer

with Sue Viskovic and Lana Clark

With the move to Annual agreements with clients (not to mention the loss of grandfathered investment trails), there's never been a more important time to reflect on how you deliver your ongoing services to ensure you're providing value. Lana and Sue explore how to improve your client reviews, and how to price, articulate and deliver on a valuable ongoing service proposition that will ensure you continue to make a meaningful difference in your clients lives.







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