by Sue Viskovic | May 5, 2014 | All Posts, Business Management
How do you know if you need a Board of Advice (BOA) or Business Coach? While many people have heard how important it is to regularly pause from working in their business to working on their business, the methods of how to do this vary greatly. You can spend time on...
by Sue Viskovic | Apr 10, 2014 | All Posts, Client Service
I really enjoy listening to podcasts from Small Business Big Marketing – Tim Reid is the guy behind this show – which is officially Australia’s #1 marketing show. While he always discusses great marketing ideas that work for ANY small business,...
by Sue Viskovic | Apr 10, 2014 | All Posts, Client Service, General
I believe one of the key roles of an adviser is to change clients behaviour for the better. Most people do not make the best financial decisions. Whether it be failing to save enough, chasing returns, keeping Foxtel but cancelling insurance or simply listening to our...
by Sue Viskovic | Mar 20, 2014 | All Posts, Client Service
I’ve been visited by four builders over the past few weeks who gave me great insight into why some advisers are more successful when it comes to client engagement than others. To give the background: we’ve moved into a new house and want to get a deck built in our...
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...
