Elixir’s Free Offer for Advisers


Elixir Consulting is launching free weekly webinar sessions to help financial advisers through the business challenges arising as a result of the COVID-19 pandemic.

The company is starting its weekly webinar sessions free of charge “… to provide business consulting and practice management support to assist advisers to keep working on their business, whether they be self-licensed or part of a licensee network”, it says in a media release.

Elixir is launching:

  • Tactical Tuesdays which will run every Tuesday at 1pm EST. “An Elixir consultant will do a deep dive into a practice management topic that’s timely and relevant with a subject matter expert”
  • Thirsty Thursdays “…will be a relaxed, honest conversation with an adviser sharing their experience in how they’re running their business at the moment. Guests are invited to grab a drink, log in at 4.30 EST and listen in on the kind of chats they’ll be missing from the lunchtime conversations with their peers at events”.

Advisers can register once to secure a place in each weekly session for the webinars.

Sue Viskovic…advisers have never been more valued than in difficult market conditions…

Managing Director, Sue Viskovic says in the statement that advisers are inundated with providing support to their clients through this challenging time “…at the same time as learning how to adapt to their ‘new normal’ of remote working and serving their clients via phone and online meetings. Whilst there are myriad new challenges they’re working through, the business evolution issues they were facing before this pandemic took hold are still looming”.

Viskovic says that while advisers need to work in isolation “… and all workshops, conferences and PD days have been cancelled, there’s a big risk that the isolation will leave them feeling unsupported and overwhelmed by what’s required to build their sustainability”.

“It’s a bittersweet reality that advisers have never been more valued than in difficult market conditions such as this, and yet it’s also now that they’re seeing the impact of back office inefficiencies, and many are still in the early stages of recreating their pricing and business models.

“We want to do all we can to keep the profession of advice thriving, so we’re launching [the] initiatives to support advisers through this time,“ she says.