Sue has a great grasp of the issues facing Financial Planners in making the transition to Fee Based remuneration and I would strongly recommend planners considering this move engage Sue’sfirm, Elixir Consulting, to assist them in this journey.
Recent Posts
- Why Dunbar’s number is not a relevant metric to use for financial advisers….
- Reflect, Plan, and Achieve: It’s a powerful time of the year for Financial Advisory Firms
- The problem with goal setting
- 4 things I wish I was told about goal setting
- The Power of Company Values: Building a Strong Foundation for Financial Services Businesses