elixir consulting

Financial planning

How much time do managed accounts save advisers?

Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved....

Financial planning

Learning to let go as advice leaders

With financial advice leaders often wearing too many hats in the business, two consulting professionals underscore the value of letting go and empowering staff to drive g...

Financial planning

Advisers debate whether to charge for an initial meeting

Money Management speaks with five advisers on whether or not they charge for their initial meetings, as Elixir Consulting finds the volume opting to charge has doubled si...

Financial planning

The characteristics of top-performing advice practices

There are six critical factors that high-performing financial advice businesses have in common, new data from VBP-backed Elixir Consulting highlights....

Financial planning

Building a high-performing advice team

This senior consultant has emphasised why ‘playing the long game’ of cultivating a desirable work culture is vital for high-performing financial advice firms and their te...