Over a glass of wine with a friend we discussed business and careers and the question came, where is your career heading? No idea, was the answer. Coincidentally I’d mentioned to my manager recently that I didn’t want his role. My friend recommended that I...
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 commissions… There are roughly three months...
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 business valuations, licensee issues ...
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...
During a busy week in the East Coast I reflected here on the habit of many advisers of undervaluing themselves...
Amidst all the changes facing advisers, I came across this saying the other day, and considering it from the point of view of what advisers are going through right now has helped quite a few people...
In this #MomentwithSue, Hari Maragos shares three simple but incredibly valuable things that he has added to his value proposition for his clients. Such simple things to add into your process that add incredible value, and make #Clientsforlife. Love your work Hari! So happy we finally...
We see it all the time: overwhelmed advisers making the mistake of working harder and putting in more hours just to get more done...
Lots of things to consider here, be it logistics or a bigger issue of whether clients see enough value in your proposition to re-sign every 12 months. Here's some advice that helped one adviser who was struggling with this...