by Sue Viskovic | Oct 30, 2013 | All Posts, Client Service, Fees & Commissions
One question we’re often asked by advisers, is “when is the right time to quote my fee?”. It’s one thing to determine how much to charge, it’s also incredibly important to know how and when to position it with your clients. The following is an...
by Sue Viskovic | Sep 11, 2013 | All Posts, Business Management, General
One question we receive consistently from many advisers is “how many appointments do other advisers fit in in a week?” Now, the answer to this varies with the full job duties of an adviser, but the simple answer is that great advisers routinely do a minimum of 12...
by Angela Barclay | Sep 11, 2013 | All Posts, Client Service, ElixirTV
Client Value Propositions are such an overused term, and yet many advisers still struggle to get theirs sorted. Geoff Pritchard shares some thoughts about what a CLIENT is looking to you to provide, and what to avoid when articulating your value.
by Sue Viskovic | Aug 22, 2013 | All Posts, Business Management, General
When was the last time you felt relaxed and totally in control of your workload? We have noticed that everyone is busy, busy, busy right now. So here are our top 5 tips for how to get control over your workload and start enjoying better productivity and efficiency in...
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...
