Services

Elixir Consulting provides a suite of services specifically designed for the financial services industry. 

For Financial Planners...

Business Coaching

Personalised coaching program that helps financial planners to build their business by design – to improve their business efficiencies, client service delivery, and achieve more from their business.

Click here to download more info on our Prac-Nav services.

Adviser Pricing Models Research

Advisers who currently include commissions in their remuneration have serious concerns right now. There has been little in the way of guidance and support to make such a fundamental change in their business. Until Now.

Click here for more info on our Adviser Pricing Models Research.

Pricing Advice support

A thorough program to assist advisers to price their advice, and ongoing support to help them implement their new model in their business.

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Practice Management tools and templates

Documents and processes that assist advisers to deliver better advice to their clients in a more efficient, corporatised manner.

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Conference and PD presentations

Education sessions on a variety of topics relating to financial planning practice management.

Click here to request more information on Conference and PD presentations.

Adviser Sales Training

The skills required to effectively communicate with clients, develop strong and long relationships, and ‘sell’ advice are unique to the financial planning profession. Elixir Consulting has developed a range of training workshops specifically designed to hone the interview techniques of financial advisers, and provide personalised coaching through a combination of group-based discussion and individual role plays. Modules are designed to include all aspects of the advice process, from the initial engagement of a client, through to conducting review meetings; and are available for new advisers, as well as those with years of experience who are wanting to update and improve their skills. Participants leave the session with a customised Personal Development Plan and obtain followup coaching after they have returned to the office and put their skills to use with actual clients. CPD points are also awarded for some sessions.

“Sue is an excellent facilitator and trainer in the financial services arena and exceeded our expectations in our recent Sales and Communication Training module. I’m not aware of any other service provider in our industry providing this tailored training.” Pippa Elliott, CFP, Director and Financial Adviser, Momentum Planning.

Click here for more information on our Sales Training Philosophy.

For more information on our Adviser Sales and Communication Training, please contact us. info@elixirconsulting.com.au 

Business Analysis for buying and selling practices

When preparing a business for sale, or looking to purchase a 'book' or a complete business, it is important to thoroughly analyse the client base, services and products used within the business. Elixir Consulting can deliver an independent third party analysis which will highlight areas of concern and provide recommendations for solutions.

Click here to request more information for analysis services for vendors and buyers.

For Institutions...

With a wealth of experience in public speaking and training and development, we work with institutional clients to provide engaging, useful presentations for PD Days and conferences. Our services extend to the facilitation and design of training courses and material on various aspects of financial planning and business management.

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