Elixir Consulting

Elixir
Elixir

Elixir Consulting

Evolving the business of advice

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Description

Elixir Consulting is a specialist team of business coaches who help licensees and advice firms evolve their business to thrive in the ever-changing landscape of financial services.

Their bespoke consulting and targeted coaching services empower advisers to deliver better advice, build more profitable advisory businesses and gain a better lifestyle, through the implementation of better business practices.

As passionate advocates for personal risk insurance, the Elixir team have deep experience in assisting advisory firms to navigate the nuances and challenges to improve their risk advice offering. Their book, 'Worth Paying For' addresses the challenge of pricing insurance advice, and provides a framework to unlock the value of your risk advice service.

Q and A

Which segments of the industry do you serve?
-Risk Specialists
-Holistic Advisers
-Investment Advisers
-Multi-disciplinary financial services firms. licensees, insurers

Can you highlight any key benefits or advantages that Risk Advisers or support staff can expect when working with your company?
-Develop efficiencies in their operating model, learn pricing techniques that will generate sustainable profits, discover evidence-based insights from how other firms are delivering risk advice, connect with our networks to access business opportunities.

Can you share any important news, messages or updates that you would like to convey to Risk Advisers?
-Participate in our Practice Management Research Study to learn how other firms are delivering their insurance services. Submissions close 8th October 2023. https://survey.alchemer.com/s3/7421107/814c29aa12d2

Briefly describe your services and how they support Risk Advice
-Business coaching and consulting to assist advisers to grow their business, reduce friction in their operations and build sustainable businesses.
Including how they are remunerated for their services.

Are your services specifically tailored for the Risk Advice market?
-Absolutely, couldn’t serve them well unless we knew the space intimately!

How do your services contribute to making the delivery of Risk Advice easier or more efficient?
-We help firms to identify their real challenges and help them stretch their thinking to find solutions… then structure their change management process to execute on their plans.

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