Elixir Consulting launches business plan tool
Business coaching firm Elixir has officially launched its Juice Console to help financial advice practices analyse, create and track business plans.
Elixir managing director Sue Viskovic said the release of the product just before Christmas will allow practices to utilise it for New Year planning.
“We see advisers and business owners struggle to create meaningful business plans and gain the focus and accountability they desire to implement evolutionary change and growth in their businesses,” Ms Viskovic said.
“We see licensees seeking a consistent framework to assist their advisers with growing and evolving their business, and overall, a greater demand for tools that will help advisers to run their business like a business.”
The product combines “old school sales management” with modern “gamification and use of technology”, she said, and draws on the consulting firm’s experience in productivity and service delivery.
“The Juice Console will empower any business to drive their own success, and whilst our initial launch is restricted to the advice profession, we will release it to the broader business community in Q2, 2015,” Ms Viskovic said.
Adviser banned for disregarding director duties
A former Sydney financial adviser has been banned for five years by ASIC for dis...
Quality advisers migrating to ‘non-aligned’ firms
A new whitepaper has acknowledged the push towards quality financial advisers mi...
Advice firms must rise to ‘fairness challenge’: ASIC
The corporate regulator has called on financial advice firms to rise up to what ...