by Sue Viskovic | Aug 28, 2019 | Business Management, Change, General, Videos
I’ve been incredibly fortunate this week to speak at a conference in Japan and someone shared the Uber analogy – that the value of financial advice businesses have dropped just like the value of a taxi plate when Uber came in because they didn’t...
by Sue Viskovic | Mar 5, 2019 | All Posts
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by Sue Viskovic | Feb 21, 2019 | Articles, Business Coaching, Change, Fees & Commissions
This is a question that’s been a consistent cause for advisers to reach out to us lately. We’re entering a time where there’s no “passive income” from advice clients anymore. Every dollar you earn must have a corresponding service delivered in return, and that...
by Sue Viskovic | Feb 15, 2019 | Advice, Change, Client Service, Fees & Commissions
I originally posted this article in Feb 2019 and it’s even more relevant now in October 2019, as the ban on Grandfathered commissions has just been legislated. Whilst our original thinking was that you had until the 1st January 2021 to replace or transition this...
by Sue Viskovic | Feb 8, 2019 | Change, Client Service, Fees & Commissions
If you’re only reading news articles and social media commentary because you don’t have time to read the full 530 pages of Mr Hayne’s report from the Royal Commission, you’re not alone… But this may be adding unnecessary stress, causing you to worry about things...
by Sue Viskovic | Aug 7, 2018 | Business Management, General, HR
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by Sue Viskovic | Mar 28, 2018 | Business Management, Business Plan
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by Sue Viskovic | Feb 15, 2018 | All Posts
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by Sue Viskovic | Aug 25, 2017 | Business Plan
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by Sue Viskovic | Jul 4, 2017 | Business Plan
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