Article list

Everything from Elixir Consulting

New research on what’s really happening in the back-offices of advice businesses

From Elixir Consulting

Advice businesses that are enjoying more success, as defined by their Earnings before Interest and Tax (EBIT) margins and owner satisfaction, exhibit six critical characteristics, according to a new report

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20 Jun 2024

Lifting the lid on pricing financial advice

From Elixir Consulting

Like anyone that has nurtured and worked tirelessly to produce an in-depth research report, yesterday’s announcement of the launch of the Adviser Pricing Models 4th Edition Research Report puts to bed

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16 May 2017

Sue Viskovic launches new book on valuing and pricing your services to build a profitable business

From Elixir Consulting

One of the biggest disruptors facing advisers who provide risk insurance advice is the Life Insurance Framework. This proposed legislation has disturbed a great number of advisers and cast light

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20 Sep 2016

Adviser Pricing Models Research Report released

From Elixir Consulting

Elixir Consulting has released their ‘Adviser Pricing Models Research Report, third edition’ which reveals the pricing models and fees charged by advice businesses around Australia. Elixir Managing Director, Sue Viskovic

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01 May 2015

Why is it that some businesses just flourish?

From Elixir Consulting

I find that when business owners get a little down time away from the office and clients (and staff!), they can’t help but do some contemplative thinking about what’s happening

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20 Jan 2015

Elixir offers Business Planning Bootcamps as market responds well to new software

From Elixir Consulting

Independent consulting business, Elixir Consulting has released new dates for their ‘Business Planning Bootcamps’ to be held around Australia in late Jan/early Feb. These workshops coincide with the launch of

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14 Jan 2015

What do other advisers charge?

From Elixir Consulting

Are you keen to understand the different types of pricing models in the market, and specifically, how much other advisers are charging for the similar types of clients that you

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11 Aug 2014

4 things I wish I was told about goal setting

From Elixir Consulting

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

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19 Mar 2014

The story that has to be told

From Elixir Consulting

(So what happens when you can’t pay the bills?) I want to share the story of Peter. But his story is so raw and personal that Peter is not his

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14 Jan 2014

The email cycle: getting back your productivity

From Elixir Consulting

When was the last time you felt relaxed and totally in control of your workload? We have noticed that everyone is busy, busy, busy right now. So here are our

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27 Aug 2013

Earn CPD Points

CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]
CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]