I have had the pleasure of working with Sue through the Elixir “Prac Nav” course since 2007. Sue has assisted us in making extraordinary advances within our business by providing both strategic direction for our business combined with the intricate detail and assistance in setting up processes to make our business achieve more for both the owners and our clients. Sue’s depth of knowledge of the Financial Planning industry is second to none combined with her impeccable level of integrity and work ethic makes working with Sue an absolute pleasure.
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