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 ...
It’s fair to say that 2018 may have been one of the most challenging and unsettling periods in advice...
I am so excited right now. Next week I’m doing the Company Directors Course with the AICD. This week-long...
Ahhh that old chestnut. It’s a question that is asked every time an adviser starts to think about reshaping their...
Happy February! Hopefully you’ve already started to kick some goals for 2017. Whether you run your run...
“Award winning” – It’s a phrase often seen in professional headlines on LinkedIn and other marketing channels...
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 the impact...
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 important to...
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 magazine,...
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 small...