by Sue Viskovic | Jul 15, 2013 | All Posts, General, Sales & Marketing
What makes a good video great? Talking heads can get very boring very fast, but it doesn’t take much to make them stand out from the crowd. When I presented to the AdviserEdge conference in Melbourne on using video in your business, I did it by video link. Why?...
by Sue Viskovic | Jul 3, 2013 | All Posts, Business Management, Business Plan
After running our first webinar where I helped a group of advice business owners to write their business plan, I’m compelled to share some discoveries with you, and let you in on a little secret. Let’s start with the discoveries. I asked all the...
by Sue Viskovic | Jun 21, 2013 | All Posts, Business Plan
You’ve all heard the saying, “If you fail to plan, you plan to fail”. You might have even used it with your clients when discussing financial planning. So why is it that the statistics show that less than 28% of advice businesses had an effective...
by Sue Viskovic | Jun 19, 2013 | All Posts, Business Management, Client Service, Fees & Commissions, Sales & Marketing
Most Australian advisers are currently absorbed in altering their business practices to comply with the new FoFA Legislation, and a particularly large issue is deciding on when and how to deliver their Fee Disclosure Statements (we now have a three-letter F word … the...
by Sue Viskovic | Jun 6, 2013 | All Posts, Business Management, Fees & Commissions, Sales & Marketing
We are often asked by advisers to take a look at their pricing model and let them know if they “have it right”. This begs the question, “is there such a thing as the right pricing model?” The answer is “yes”, although what is the “right” model will vary for every...
by Sue Viskovic | May 28, 2013 | All Posts
There is an epidemic starting to invade financial advice businesses. It’s not FoFA, or the next marketing campaign by Industry Super Funds. It has far greater ramifications for the future of the practitioner-owned advice business, and it is being compounded by either...
by Sue Viskovic | Mar 18, 2013 | All Posts, ElixirTV
A common challenge for advisers who have referral relationships with accountants is that they don’t get enough of the right kinds of referrals. This is particularly evident in businesses where the financial planning practice is located within the accountancy practice....
by Sue Viskovic | Mar 15, 2013 | All Posts
Moving away from a commission-based or asset-based pricing model brings with it some exciting opportunities. When you no longer require a client to have a certain amount of assets to manage, you start thinking differently – you can now start thinking beyond the...
by Sue Viskovic | Mar 7, 2013 | All Posts, ElixirTV
This is the first episode of Elixir TV, our weekly video series that brings you ideas, success stories, and tips to help you build a better advice business. Each week, one of our Elixir business coaches will share with you, in three minutes or less, some of their...
by Sue Viskovic | Mar 7, 2013 | All Posts, ElixirTV
Elixir’s latest initiative, ElixirTV has now been launched and will provide weekly three minute snippets of information and innovation for business owners, advisers, and staff. We’ve had loads of interest for this new initiative, so I thought I’d share the reasons why...
