Introducing GSD Lab. Elixir Consulting has announced a new service solely created to assist advice businesses. Lana Clark, founder of the independent business consulting firm’s new GSD Lab servic
The average initial fee charged by planners who had identified their target market was 57% higher than at those firms which worked with all types of clients.
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The one skill advisers need to get better at
The one skill advisers need to get better at
One simple skill can free up extra time for a lot of advisers, but like many business owners they’re not always doing it as often as they should, according to an adviser business coach.
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In a recent webinar, Elixir Consulting business coach Lana Clark said despite the rising costs of doing business, too many advisers were still holding onto lower value tasks themselves rather than delegating to junior staff.
“Lots of advisers we meet tell us they have struggles articulating value and yet we continue to provide advice for less than we should and we let sneaky tasks jump in that we shouldn’t be doing – all these things add up to a lot of time and money,” Ms Clark said.