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