KAY AARONS
As the principal of SFS for nearly 20 years now, I thought I understood the challenges in my own business. In a single “Juice” session with me and my staff, Sue managed to “rattle all our cages.” We are now on a mission to review and revitalise all aspects of our...
STEPHEN HOLT
Well I am absolutely amazed at the results Lana has achieved with a business that is 28 plus years young. Her methods are refreshing and well planned with a great deal of detail that has changed the way we do everything from first meeting to ongoing services we now...
TONY GLEESON
This is the most practical course I’ve come across in a long time. The real value in this program is in the material that’s given out, the tools, the software program and the ability to see what has worked for others – it’s not just information provided that is based...
NEIL HANCY
Elixir has a clear and methodical method for determining the appropriate level of fees to charge our clients. Breaking down the time involved in setting up and servicing each new client is imperative in order to get a grasp on the appropriate fee to charge initially...
GRAHAM SMITH
I first met Sue when she was presenting on creating the right fee model to a small group of financial planners in Perth. Her presentation made so much sense to me that I also bought her book on this subject, some chapters of which I am referring to on an ongoing...
PHILIP BURKE
I have worked with Lana Clark for several years now. She has a broad range of experience that we have been able to tap into to assist us in preparing the business for the future. Lana has an engaging personality, she can be firm and direct and diplomatic as the...
TANIA MILNES
Sue recently presented to our network of advisers at our annual national conference on the topic of “Getting maximum ROI from your business”. The feedback from advisers on the day was extremely positive – not only in terms of the quality and depth of Sue’s content,...
DAMIEN PASSMORE
We were pleasantly surprised by how relevant this program was to our business and also how broad it is – this is not just about charging fees, it’s also about looking at your entire business to ensure that you provide value for the fees you charge.