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Every Tuesday 1pm EST

Tactical Tuesdays

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Weekly discussions with subject matter experts on key issues affecting financial advice businesses in the current landscape.

* Register once to be able to join all Tactical Tuesday sessions *

Next Upcoming Webinar

Tuesday, June 2nd
1:00 PM EST

Outsourcing

with Lana Clark &
Danielle Cornelissen

Whether you're already outsourcing or you're sitting on the fence, join us and our special guest Danielle Cornelissen from 5Elk.

Lana & Danielle will take us through the tactical and practical of outsourcing in an advice business. Bring your experiences and your questions, we'd love you to join the conversation.

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Want to also join us for
Thirsty Thursdays?

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Weekly webinars will support you
until the end of June (at least).

Check out our new few weeks...


Outsourcing

Tuesday 2nd June
with Lana Clark and Danielle Cornelissen

Whether you're already outsourcing or you're sitting on the fence, join us and our special guest Danielle Cornelissen from 5Elk.

Lana & Danielle will take us through the tactical and practical of outsourcing in an advice business. Bring your experiences and your questions, we'd love you to join the conversation.

Recruiting and Retaining great staff

Tuesday 9th June
with Andrew George and Alisdair Barr

In this week’s Tactical Tuesday session Andrew George will be talking to Alisdair Barr the founder of Striver, who has created a platform where early career job seekers maximise their connection with financial industry employers.

Alisdair will explore whether COVID-19 will create new ways of working and new opportunities for recruitment. He will share his interview techniques and how he uses profiling tools to maximise the success when placing your next employee. We’ll also discuss some of the trends around employee engagement and how to maximise your retention with great employees.

Missed a webinar?
Don't worry you can catchup on previous Tactical Tuesday sessions,
through our Evolve Alliance portal!

Fix your back office while in lockdown

with Sue Viskovic and Lana Clark

Our resident expert and Queen of Productivity, Lana Clark joins Elixir MD Sue Viskovic to discuss what advice businesses can do to create an effective operating rhythm to run a sh!t hot back office.

Compassion Fatigue

with Sue Viskovic and Hazel Ruby

How to take care of yourself while supporting others through challenging times. Hazel brings a personal coaching slant to this session, to arm advisers with strategies and knowledge to get through this challenging time.

Communicating Effectively
(despite the challenges)

with Graham Burnard and Tony Bulmer

We talk to Tony Bulmer, who is a renowned communicator who coaches his clients on getting clear and powerful messages across to an audience whether they are in the same room or operating remotely.


Leadership is evolving daily

with Andrew George and Debra McQuinn

In this environment leading a business and managing people is evolving daily. Employees are looking up to employers for strong leadership.  Join Deb McQuinn from Strategic Resources Network and our own Andrew George to discuss the most relevant issues we are dealing with right now.  In our session we'll focus on the current challenges, challenges on the horizon and practical solutions.  

Working ON the business for longer-term sustainability in the midst of a crisis

with Lana Clark and Graham Burnard

In this interactive discussion Lana and Graham look at examples of businesses from both within and outside our industry that have successfully navigated challenging times and some of the strategies you can use to make sure you and your business are in great shape when we get through the other side of the lock down.


Adviser Independence -
the time is now

with Sue Viskovic and Daniel Brammall

It won't be long before every adviser in Australia will have to disclose their independence status to their clients - and moreover, explain why they are not independent (if that's the case). There's no-one better placed to explore this subject than the President of PIFA, Daniel Brammall. Join Sue and Daniel as they explore these opportunities and just what is required to get the professional recognition you deserve.

Pricing Advice -
what have we learned from 11 years of research?

with Andrew George and Sue Viskovic

In the lead-up to the release of the 5th edition of our Adviser Pricing Models Research Report, Andrew and Sue from Elixir share some key insights from the latest research. What are the preferred models for successful advice practises? Some of the key trends we're seeing?
A sneak peek at some of the numbers and the Key Findings, to help your thinking as you refine your fee model for the future advice landscape.

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