The business of financial advice plays such an important role not just economically, but emotionally as well in society.
That’s why we are so passionate about the business side of financial advice. By helping advisers like you to structure and manage your own advisory business exceptionally well, the ripple effect out to the clients and families you serve is enormous.
That really lights our fire.
And I’m sure, yours too.
But the business side of financial advice can take you away from what you love to do most: advise clients. A good business has enormous potential to give you and your family the life you want. That’s exciting. Sadly though, what we see all too often is great advisers getting drawn into a vortex of stress and complexity in running and growing their advisory business.
And that’s why I founded Elixir Consulting.
By bringing together a group of great people with deep knowledge and expertise in business (as well as the specific business of financial advice), we can provide bespoke consulting and targeted coaching services to help business owners and execs to make great decisions and implement business strategies that generate the results they’re seeking.
We don’t take a prescriptive approach to the solutions to be implemented. Rather, the key to our clients’ success is our ability to help them articulate what they’re wanting to achieve, to uncover what’s holding them back, and to leverage our combined experience and our solid research to implement the right tactics to suit their unique situation. We do this by using an incredibly successful process and framework for engagement with our clients, as well as leveraging and sharing knowledge between our consultants.
You’ll find that your business will not only be more profitable, it will be more fun and enjoyable. That will rub off on your clients as you advise them and guide them to a better, more secure and less stressful financial life.