by Sue Viskovic | Mar 10, 2014 | All Posts, Business Management
A year ago ago, I made the jump across to Apple, with my first MacBook Pro. Since then, I’ve been asked a number of times whether it’s realistic for advisers to do the same in an industry that intrinsically favours Windows. Many businesses asked me whether, given the...
by Sue Viskovic | Feb 11, 2014 | All Posts, General
Advisers who want to wow their clients are increasingly using technology to help do it. This includes embracing innovative ways of demonstrating key concepts using interactive visual tools, such as presentations, mindmaps, calculators and lots more. However, sometimes...
by Sue Viskovic | Jan 29, 2014 | All Posts, Business Management
Pete’s story is one that needs to be told. What happens when you hit rock bottom in this business? When what you know and believe in just isn’t working out? I wrote a guest blog for AdviserVoice recently which tells the story of one such person. I want to...
by Sue Viskovic | Jan 29, 2014 | All Posts, Fees & Commissions
In this excerpt from my book Pricing Advice, published in Professional Planner, I share some insights into how to present fees to your clients and gain confidence in charging explicit fees for your services. You can read the article here: The problem with costing your...
by Sue Viskovic | Dec 17, 2013 | All Posts, General
Well, another year has come to an end, and looking back over all the blog posts we have put up, the top 5 makes some interesting reading. To start with, at number one, and far outstripping the rest of the field (was it the amazing content or the picture of the cat,...
by Sue Viskovic | Dec 5, 2013 | All Posts, Fees & Commissions
For advisers providing advice on insurance, it has traditionally been difficult to price that advice. While commissions largely remain post-FoFA, they are banned on some types of personal insurance. In my revised edition of Pricing Advice, I have devoted a much larger...
by Sue Viskovic | Nov 28, 2013 | All Posts, Business Management
Establishing an outsourcing relationship can be a challenge for those organisations that currently complete paraplanning functions in-house. In my experience, the process can sometimes fail right from the beginning and before the outsourcing relationship even starts!...
by Sue Viskovic | Oct 30, 2013 | All Posts, Client Service, Fees & Commissions
One question we’re often asked by advisers, is “when is the right time to quote my fee?”. It’s one thing to determine how much to charge, it’s also incredibly important to know how and when to position it with your clients. The following is an...
by Sue Viskovic | Sep 11, 2013 | All Posts, Business Management, General
One question we receive consistently from many advisers is “how many appointments do other advisers fit in in a week?” Now, the answer to this varies with the full job duties of an adviser, but the simple answer is that great advisers routinely do a minimum of 12...
by Sue Viskovic | Aug 22, 2013 | All Posts, Business Management, General
When was the last time you felt relaxed and totally in control of your workload? We have noticed that everyone is busy, busy, busy right now. So here are our top 5 tips for how to get control over your workload and start enjoying better productivity and efficiency in...
