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 Angela Barclay | Nov 15, 2013 | All Posts, Business Management, General
I recently invited several successful tech-entrepreneurs to a workshop to critique a business I’ve been working with as an investor. The day was full of insightful feedback and heated discussion, as you’d hope for when bringing together strong-minded business people...
