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Netwealth IQ Webinar

Cracking the code to building a more efficient advice firm

Efficiency strategies with Lana Clark, Senior Consultant at Elixir powered by VBP

Watch

Presentation: Learn how to improve advice firm efficiency

Hear from Lana Clark, Senior Consultant at Elixir powered by VBP, as she presents ways to improve advice firm efficiency through leadership, high-performance teams, culture, processes, and technology. Lana will also share insights into what other firms are doing to elevate their operations.  
               
Watch the presentation to:

  • Explore the key factors that create great business outcomes
  • Understand the importance of leading with purpose and the management strategies that can help you develop high-performance teams
  • Examine the impact of culture on profitability through a case study of how one firm moved the dial
  • Learn techniques, tips and tools to define and implement a process solution
  • Gain practical steps to identify your technology needs and successfully implement new technologies
Webinar recording

Watch: Cracking the code to building a more efficient advice firm

View the slides

Speaker

Lana Clark, Senior Consultant at Elixir Consulting, powered by VBP

Lana Clark is a change-maker, strategist & efficiency seeker with a passion for small business, and loves to help advisers navigate difficult times and get back to what they do best - all while challenging them to find a better way.

Lana is a Speaker, Coach and Consultant, and an award winning mentor with over 25 years experience in Financial Services. As Co-Author of the Elixir Consulting Adviser Pricing Models Research, as well as a published author on practice management and business development, Lana leverages her industry knowledge to assist her clients through the challenges of change and business evolution.

Lana is the Founder of GSD Lab, the home of strategy implementation and project management for advice businesses. Lana brings an abundance of skill, knowledge and industry understanding to both Elixir and VBP.