More than money: Making sure your biggest asset is protected
Resilient advice firms recognise that their staff are not only their biggest cost in the business, they are also their biggest asset, and pose their biggest risk. Just as your client value proposition...
View ArticleFive ways to get your mojo back
The last few years have been long and hard for many in financial services, with difficult markets, legislative change, squeezing margins and negative publicity creating a perfect storm that for some,...
View ArticleThe 7 R’s of Successful Referral Relationships
Referrals from trusted sources are the preferred way for most clients to find their financial advisers. However, some advisers struggle to create fruitful referral relationships while others have real...
View ArticleHow can you afford to turn off clients that are paying way less than your...
Despite the fact that there are not enough advisers left to serve the clients who need them, we know there are some advisers who find themselves in the situation where they’ve been too busy serving...
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The foundations of a resilient advice business
This article is an excerpt from the newly released Resilient Advice Business Strategy Handbook 2023, authored by Elixir Consulting and sponsored by BT. Here, Sue Viskovic shares the key elements...
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How could Elixir help you get off the hamster wheel?
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...
View ArticleThe pitfalls of inconsistent leadership
Change: The constant in financial services. So, is it reasonable to think that changing tack in strategy or leadership is beneficial? Leadership is critical in every business, influencing its culture,...
View ArticleThe Power of Company Values: Building a Strong Foundation for Financial...
In the competitive landscape of the financial services sector, establishing a solid foundation for your business is essential for long-term success. One crucial element that often goes overlooked is...
View Article4 things I wish I was told about goal setting
Goal setting. You’ve heard all the one liners…. ‘If you don’t know where you are going, you’ll end up someplace else’ ‘Fail to plan and you plan to fail’ ‘A goal is a dream with a deadline’ In my post...
View ArticleThe problem with goal setting
If you’re like me (and about 80% of people I’ve spoken to recently are), you take time at the end of both the calendar and the financial year to reflect on the year that was and clarify your focus on...
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