Virtual business portal launched for advisers

30 July 2019
| By Chris Dastoor |
image
image
expand image

National consultancy group Elixir Consulting has launched a virtual business coaching portal for financial advisers in Australia.

The Evolve Alliance portal combined a business analysis tool with access to proven business strategies, including templates, how-to guides, training videos, peer-to-peer discussion and live case studies.

Sue Viskovic, founder of Elixir Consulting, said the portal would help train advisers to better run their own businesses.

“Between added compliance and study requirements, at a time where their margins are squeezed, advisers can't afford to waste any of the limited amount of time they can dedicate to working on their business,” Viskovic said.

“And so we've designed the Evolve Alliance as a self-directed option for advisers who can't access our coaching support directly.”

“We have intentionally priced it in a way that every advice business can afford the subscription - especially if they get in on the Foundation membership offer.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 3 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 1 day ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 5 days ago