by Sue Viskovic | Aug 9, 2023 | All Posts, General
If you’re like me (and about 80% of people I’ve spoken to recently are), you take time at the end of both the calendar and the financial year to reflect on the year that was and clarify your focus on the goals you want to achieve in the coming period. And why wouldn’t...
by Sue Viskovic | Aug 3, 2023 | All Posts, General
Goal setting. You’ve heard all the one liners…. ‘If you don’t know where you are going, you’ll end up someplace else’ ‘Fail to plan and you plan to fail’ ‘A goal is a dream with a deadline’ In my post “The problem with goal...
by Sue Viskovic | Mar 1, 2023 | All Posts, Business Management
The last few years have been long and hard for many in financial services, with difficult markets, legislative change, squeezing margins and negative publicity creating a perfect storm that for some, has robbed them of their drive and energy. This is the...
by Sue Viskovic | May 20, 2020 | All Posts
In last week’s Tactical Tuesday webinar we interviewed Daniel Brammall, President of the Profession of Independent Financial Advisers (PIFA), about ‘all things independence’ in financial planning, including… what it means to be independent and how this is defined at...
by Sue Viskovic | Feb 4, 2020 | Change, Client Service, Fees & Commissions
Here the Elixir team tackle another couple of burning questions highlighted in the recent AFA Webinar. The question posed was “From your experience, what fraction of clients will welcome an increase in advice service fees because undeclared commissions received...
by Sue Viskovic | Jan 17, 2020 | Change, Fees & Commissions, Videos
Another burning question from the recent AFA Webinar related to how to help clients with funding their advice fees when they already have tight cashflow. The team at Elixir Consulting discuss this and give you practical ways to help your client with this very dilemma....
by Sue Viskovic | Jan 14, 2020 | Business Management, Change, Fees & Commissions, Videos
A recent AFA Webinar highlighted a number of questions on the lips of many advisers. This one covers how to juggle existing service agreements while implementing new 12 month agreements. (We had a bit of a giggle after viewing the recording of this – the...
by Sue Viskovic | Nov 5, 2019 | Change, Client Service, Fees & Commissions
Respected industry contributor, Elixir Consulting founder, Sue Viskovic, offers a future pathway to success for risk advisers that she says can and does work. This pathway articulates a risk advice business model that embraces a combination of both fees and...
by Sue Viskovic | Oct 30, 2019 | All Posts, Change
There is so much change happening for advisers right now that you could be forgiven for falling into the trap of introspection and worry. You may be juggling thoughts of compliance, education requirements, rising costs, obsolete (or inadequate) pricing models, falling...
by Sue Viskovic | Sep 17, 2019 | Fees & Commissions, Videos
A few thoughts here if you’ve been thinking of moving your fee model away from asset-based fees. We had a giggle in the office about this one… couldn’t find the tripod, and it looks like my trusty assistant was drunk when filming! Promise she...
