17 Jan Funding advice fees with (tight) cashflow
Another burning question from the recent AFA Webinar related to how to help clients with funding their advice fees when they already have tight cashflow. The team at Elixir Consulting discuss this and give you practical ways to help your client with this very dilemma. If...
14 Jan How to juggle existing and 12 month agreements
A recent AFA Webinar highlighted a number of questions on the lips of many advisers. This one covers how to juggle existing service agreements while implementing new 12 month agreements. (We had a bit of a giggle after viewing the recording of this - the 'Brady...
25 Nov Was engaging a coach a sign of weakness?
Andrew George moved out of a Leadership role in a large financial planning business in 2019 to join the Elixir team as a Consultant in Melbourne. In this article, Andrew shares his personal experience with receiving coaching support that ultimately led him to pursue his...
30 Oct Worried about having to charge more for your advice?
There is so much change happening for advisers right now that you could be forgiven for falling into the trap of introspection and worry. You may be juggling thoughts of compliance, education requirements, rising costs, obsolete (or inadequate) pricing models, falling business valuations, licensee issues ...
16 Sep Are you being held back?
Amidst all the changes facing advisers, I came across this saying the other day, and considering it from the point of view of what advisers are going through right now has helped quite a few people...
04 Sep Elixir is growing!
I could not be more thrilled to officially announce that these two fabulous professionals have joined the Elixir Consulting team on the ground in Melbourne and Sydney! Lana and I have had a great time inducting Andrew George and Graham Burnard to the family, combining...