LTMA Launch Pad Session 17: Business & Advice models designed for O.K. Boomer clients (Elixir Consulting)

to attract, retain and hopefully drive referrals from O.K. Boomer clients

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This is a recording of LTMA Launch Pad Session 17: Business & Advice models designed for O.K. Boomer clients:

This session, brought to you by Elixir Consulting, is all about making sure that you have the right type of look and feel from a business and client offer, to attract, retain and hopefully drive referrals from O.K. Boomer clients. The Elixir team are still putting the finishing touches to his session but they have told me that it will cover:

  • your client engagement model
  • your pricing & packaging
  • your client experience / technology
  • your systems and processes
  • your team

Session run by: Lana Clark & Monique Le Roux

CPD Allocation – 0.75 Hours Client Care & Practice | 0.75 Hours Skills (ASIC)

Your Instructor

Lana Clark & Monique Le Roux
Lana Clark & Monique Le Roux

Lana Clark is a Speaker, Coach and Consultant, with a background in Financial Services spanning over 25 years, including roles within licensee services, advice and advice operations.

Partnering with Elixir Consulting, Lana is a master strategist, change maker and accountability coach, who provides business coaching and consulting services to assist her clients work through the challenges associated with change and business evolution.

Lana is a Co-Author of the Elixir Consulting – Adviser Pricing Models Research report 3rd and 4th edition and has been published on practice management and business development in industry publications including Risk Info., IFA, Kaplan Professional and Thomson Reuters. As a mentor to others in the advice community she is a passionate advocate for helping women develop their advice potential.

About Monique...

Most passionate about making a difference to the individuals that I work with, I describe myself as a culture ambassador with an overriding commitment to develop, coach and empower teams to achieve and exceed their personal and business goals.

In all of my dealings I lead with passion and purpose, excelling at inspiring shared value outcomes focused on building trusted relationships, transparent business practices and innovative solutions.

Through my work practices and experiences I have built strong interpersonal relationship skills with the ability to work with individuals at all levels in an organisation. I’ve gained a deep knowledge of developing and coaching people, leading projects, analysing data and developing strategies to grow and retain targeted client segments.

Frequently Asked Questions

When does the on demand Session start and finish?
The on demand session starts now and never ends! It is a completely self-paced online replay - you decide when you start and when you finish.
How long do I have access to the on demand session?
How does lifetime access sound? After enrolling, you have unlimited access to this on demand session for as long as you like - across any and all devices you own.
Will I get CPD points for this on demand session?
Absolutely... but you'll need to enrol in the school and provide us with your Full Name and email address + complete 100% of the "Course" including all LECTURES to qualify... the good news is when you complete the "Course" you will get your CPD certificate sent to you automatically. NB - CPD points only apply currently to Australian Financial Advisers

If you liked this session be sure to check out and 'enrol' in any of our other LTMA Launch Pad sessions as well.

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