May 14, 2024

In Australia's evolving financial advice landscape, resilience is paramount. Elixir Consulting, powered by VBP champions this ethos. Their handbook equips firms with strategic insights for enduring growth. Strategic planning, vital for defining purpose and vision, lies at the heart of resilient businesses. Through integration and execution, firms forge a path towards sustained success amidst industry upheaval.

In the dynamic world of financial advice, some advisers have lots of clients, while others seek growth opportunities. Yet, growth should not come at any cost. Selective client partnerships foster resilient businesses. Amidst various strategies, qualified referrals reign supreme. Acknowledge referrers, articulate your ideal client, and don't shy away from asking. Embrace authenticity in your approach to attract meaningful connections.