As authors of the Elixir Consulting Pricing Models Research Report and specialised business coaches to the financial planning profession, Elixir Consulting have helped hundreds of advisers create and move to new pricing models.
We have now packaged that knowledge and experience in the Pricing Advice Program, giving practical support to financial advisers seeking to construct and implement a sustainable and profitable pricing model.
Author of the Pricing Advice book, Sue Viskovic CFP® is the Managing Director of Elixir Consulting and has over thirteen years experience in the financial services industry, across many channels including funds management, dealer group management and financial advising. Having focused on practice management since 2002, and recognising the need for independent practice management and business coaching services, Sue launched Elixir Consulting in 2007, bringing together a team of experienced consultants to assist financial advisers around the country improve their quality of advice as well as the financial outcomes for business owners, their staff and clients.
Our Consultants are all accredited to deliver the Pricing Advice Program and have extensive experience in assisting advisers to create and implement the right fee model for their financial planning practice.
Frank Rodrigues LL.,B. J.P.
Frank started in the financial services industry in 1971 as an owner-operator adviser, and pioneered the development of Self-Managed Superannuation, Fee for Service and many of the practice management philosophies that are considered ‘best practice’ today.
With a strong understanding of the business of financial advice, and an unwavering commitment to achieving significant business outcomes with integrity, Frank is the ideal mentor and guide to the practice that seeks unbiased advice and informed accountability.
Stewart has specialised in working with financial advice practices over the past decade and in this time has worked with many advisers to improve their business models and create their pricing methodology.
His unique strength is combining creative problem-solving with effective process design, implementation and change management. He has a track record of turning conceptual thinking into reality. He believes there is no one ‘correct’ business model, and being systemised doesn’t have to mean surrendering to uniformity.
Lana has over 20 years experience in the Financial Services industry. During that time she has had experience in many different roles at Dealer Group level, Financial Planning Back office and Financial Planning Practices with both AMP and the Westpac/BT group, including Compliance; Operational Risk; Process and Workflow Mapping, Management and Implementation; Business and Compliance coaching and change management.
Lana’s experience in delivery and implementation of policy, procedure and risk management has achieved operational efficiencies at all levels across business. Her belief is that it is simple enough to write a checklist or process, but getting people engaged is what it is really about. This means people working together to find the best outcome for all involved.
Geoff is passionate about getting to the heart of what makes businesses work and empowering teams to succeed. While he considers himself way too young to retire, there isn't much in 25 years in the financial services industry that he hasn't seen. Geoff's experiences with literally hundreds of businesses as a practitioner, consultant, adviser, director, owner, chief executive, managing director and chairman have exposed him from the really successful to the downright ugly. Our clients who engage Geoff as their coach are able to tap into his wealth of knowledge, and obtain a confidante who will guide them through the challenges, triumphs and epiphanies that they will experience on their journey to further business success.
“This program was well worth our time and money...the results so far are too numerous to detail, but three highlights are a $450 per annum client signing onto a $9,000 per annum package, a $990 pa client signing onto a $4,200 package, and a $3,000 client signing onto an $8,000 package. So far we have lost two clients, total annual income just under $2,000.”
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“Sue Viskovic’s book on Pricing Advice is a triumph and a must read for every financial adviser. I highly recommend Sue to any financial planning firm looking to get the pricing of their value right.”
“Elixir has a clear and methodical method for determining the appropriate level of fees to charge our clients ....”
B.Bus, CFP, Financial Planner, Abbott Financial Planning
“Really liked the software in terms of its relevance, prompts and ease of use.”
“Great program, well-paced, excellent facilitation. Contact was detailed, challenging and relevant. Great tools to take away and implement immediately.”
“It’s good to have follow-up support post attending the workshop. Too often good ideas are lost/not acted on after attending a seminar.”
“Fantastic program. Thought-provoking, we thought we had our service models and fee structures in order but discovered they actually weren’t!”
“Enlightening – this will assist us to be much better prepared for future change, and our profitability will increase through the skills gained.”