by Sue Viskovic | Mar 16, 2017 | Articles, Business Coaching, Fees & Commissions, Profit
Every few years, we do a research study to put together our Adviser Pricing Models Research Report. We’re currently in the middle of the data collection right now, and thought we might reveal a couple of the findings that we’ve discovered. Of course, when we re-cut...
by Sue Viskovic | Mar 12, 2017 | All Posts, Licensee
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by Sue Viskovic | Feb 8, 2017 | All Posts, Articles, Business Coaching, Business Plan, Juice Console
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by Sue Viskovic | Dec 17, 2016 | All Posts, Articles, Business Coaching, Business Plan, Client Service, General
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by Sue Viskovic | Dec 17, 2016 | All Posts, Articles, Business Coaching, Business Management, Change, General, Videos
In sharing with you this #MomentswithSue video that was filmed on the IP Thought Leaders study tour to San Francisco in September; I am introducing you to one of my favourite guests, Rich Arnold. Rich shared his experiences with what Fintech companies are doing, and...
by Sue Viskovic | Dec 16, 2016 | All Posts, Articles, Business Coaching, Business Plan, Change, Fees & Commissions, Insurance
Many advisers are concerned that the Life Insurance Framework will damage their business by reducing their income and driving up the cost of life insurance. I wrote this article for specialist risk advisers in Risk Info Magazine, sharing my belief that while it is...
by Sue Viskovic | Nov 17, 2016 | All Posts, Articles, Business Coaching, Business Management, Client Service, General, Insurance, Sales & Marketing
Educating clients is part of the adviser’s role and most will have a well prepared and polished process to do so, but it can become tiresome (and time consuming!)running through this process with each and every client. In this article first published in RiskInfo...
by Sue Viskovic | Jun 28, 2016 | All Posts, Business Coaching, Insurance, Juice Console
We’re thrilled that our MD, Sue Viskovic was featured this month in an article in the Chamber of Commerce magazine. Set amidst stories of great entrepreneurs and business ideas, in a publication read by business owners, Sue was given the opportunity to share a...
by Sue Viskovic | Apr 13, 2016 | All Posts, Business Management, Change
We are at a point in history where the changing needs and desires of consumers, the evolution of technology and increasing intervention from government are converging on the advice profession to force significant change. While an adviser may have been able to ignore...
by Sue Viskovic | Nov 2, 2015 | All Posts, Business Management, Fees & Commissions, Insurance, Profit
We’ve been busy these past few months, starting to work with advisers on how to handle the proposed Life Insurance Framework when it gets implemented. Two weeks after receiving confirmation that the new government is supporting the industry-proposed new...
