by Elixir Coaches | Jun 14, 2023 | Advice, Business Coaching, Business Management, Client Service, General
In the early years of financial advice it was enough for advisers to be great at building their client base, and allowing their business to form around them. These days, successful advisory businesses are built with business acumen and a focus on strategic planning. ...
by Sue Viskovic | Jan 14, 2020 | Business Management, Change, Fees & Commissions, Videos
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...
by Sue Viskovic | Oct 30, 2019 | All Posts, Change
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...
