Thrive in the Ever-Changing Landscape of Financial Advice

Announcing a membership platform that gives financial advisers the inspiration, tools, templates, and resources to evolve their business in the most time-efficient way possible.

Members Get Access To:

Elixir Consulting’s library of tools, templates, how-to guides, and resources – previously only available to coaching clients.

For well over a decade, Elixir Consulting has directly and indirectly helped thousands of financial advisers transform their businesses.

Through all the coaching we’ve done, the books, reports, and training programs we’ve created, and the interviews we’ve hosted, we’ve compiled a massive library of resources that would make a success out of even the least business-savvy adviser.


Over 250 articles, videos, procedures, templates, and guides are included in your membership.

Up until now, the only way to access all of these resources was to become a coaching client, which meant that access was restricted to only those advisers with the capacity to engage Elixir directly.

This library is now available as part of the Evolve Alliance, putting the tools directly into the hands of the forward-thinkers who are committed to evolving their business to thrive in the new landscape of advice.

Content is organised into the 16 different elements of an advice business that we know will impact your success, so you can quickly get ideas and solutions for the exact issues you’re dealing with.

You’ll find the following materials:

Ideas and Inspiration
A lot of times you know what areas you want to improve in your business, but you don’t know quite how – and you certainly don’t want to reinvent the wheel.

Draw ideas and inspiration for strategies you can implement from a range of articles and videos – all from subject matter experts who have seen your challenges before.

Tools and Templates
Why waste time putting together procedures, client service initiatives, workshops etc. from scratch when you can leverage the work of others? You’ll get access to a heap of templates that you can customise to suit your business.

Live Case Studies
Listen in while a subject matter expert interviews an adviser who’s been through the challenge you’re facing and has come out the other side.

There will be loads of scenarios, with new content every month where we get up close and personal digging deep into specific experiences only revealed to Alliance members. These are the kind of chats you only get late at night at a conference – only this time you’ll remember some of the ideas and learnings so you can leverage their experience.

Case study interviews are available in video or audio format – however’s easiest for you to consume.

An in-depth DIY business analysis tool that shows you where your weaknesses are – so you’re never left wondering “which problem should I solve first?”

Before you start working on moving your business forward, you have to know where to start, and what problems need fixing first.

When we start working with a new client we help them figure this out by spending a day in the office with them analysing their business. Unfortunately we can’t do that for everyone.

So instead we spent the last 18 months creating an extensive business-analysis tool, and built it into Evolve Alliance.


This way, instead of having to go through every piece of training until you find what you need, you can do an in-depth analysis and spot your real problems right away, so you know exactly where to start and what to fix first.

The analysis is a series of dynamic questions, which takes about 30 minutes to fill out online. Once you complete the analysis, you get a report that shows you exactly where your weaknesses are.

Often times we find that simply the act of filling out the questions in the analysis gives you a new way of looking at your business, and makes you consider things you may not have thought of before.

As an Evolve Alliance member you’ll get access to your full analysis report, including a list of suggested action items you can complete to solve your challenges.

Once you know what you need to work on, you can find the solution you need in the content library easily and without wasting any time.

You’ll also have the ability to re-analyse down the track after implementing ideas, so you can continually refocus on what will drive the results you’re after.

The Business Success Wheel (Pictured Right)

We use the analogy of a wheel to give you a visual snapshot of your Business Analysis at a glance.

Ideally, you’ll have all straight spokes on your wheel, so that you can reach the destination you’re aiming for with speed, and can handle any challenges that are thrown in your path.

A green section with a straight spoke means you are doing well in a certain area.

A yellow section with a wonky spoke means you need a bit of work on a certain area of your business.

A red section with a missing spoke means you urgently need to fix that area.

And finally, whether the tire is flat or inflated indicates “the vibe” in your business – the intangible elements around energy and culture of a business that come from taking care of the people within it.

A community of like-minded advisers, all looking to evolve, to network and build relationships with.

There’ll be times that you’ll have problems that you may not be able to solve on your own.

And, well, growing an advice business can be lonely at times. Especially when you’re surrounded by people stuck in the ways of yesterday who just don’t get it.

So we built in a discussion forum where you can connect with other advisers to get inspired, build relationships, and get help from others who have solved the problems you’re having already.

Access to service providers on your terms.

There’ll be times when you have a problem to solve, but you don’t have time – or don’t know where to start – to find a service provider to help you.

We’ll find your shortlist, do your initial due diligence, check out their references from other advisers who have successfully used them, and we’ll negotiate to help leverage the collective buying power of the Evolve Alliance group.

You’ll be able to view their initial sales presentation in your own time with no pressure to commit. If you like the way they answer our questions (and we know what questions to ask to really grill them!) you can reach out and investigate further on your own terms.

** Access to service providers will be available by the end of 2019, once we’ve built our foundation community of Adviser members. **

Ready to Thrive in the New Landscape of Advice?

Growing your practice and turning it into an asset that will hold its value for years, even decades to come, doesn’t have to be hard.

If you want to reinvent your business this year, if you want to thrive in the ever-changing landscape of advice, Evolve Alliance will provide you with the inspiration and the tools you need to make it happen.

Click the button below to sign up now.

Special Foundation Membership Offer for First 500 People

For the first 500 people to join Evolve Alliance, we are offering a full 12-month membership for 50% off — you pay just $550 for the first year, then an additional $275 for each team member (versus $1,100 and $550).

Click the button below to take advantage of this one-time low price. But hurry: this offer is only available for the first 500 members.

In comparison, you’ll pay between $600 – $900 elsewhere for an online Business Analysis tool just to get an automated analysis report. And that doesn’t include the library of resources that will help you overcome your challenges, or the community of like-minded advisers to draw from.

Please Note: in addition to your Business Analysis, over 250 articles, videos, procedures, templates etc are included in your membership, and we’re adding new content every month.

 Foundation Member offer

$1,100 per annum OR $110 per month
$550 for your first year

(Minimum 12 month commitment. Each additional team member = +$550/yr $275/yr)