by Sue Viskovic | Oct 24, 2012 | All Posts, Business Management
Of the many questions we are asked by financial advisers, these are on the “most repeated” list: How can I ensure that all of my clients enjoy a consistent level of service from my firm? How do I get my clients to refer new clients to me? How do I maximize the value...
by Sue Viskovic | Oct 23, 2012 | All Posts, General
I have noticed something in my travels over the years. Advisers who regularly attend conferences both within and outside of their own licensees tend to have a more positive business outlook, are open to new ideas and are often better equipped to cope with...
by Angela Barclay | Oct 16, 2012 | All Posts, Fees & Commissions
Not too long ago an adviser posed me an interesting challenge. “All this pricing work you do”, she said plainly, “Be honest. It’s just about coaching us to charge as much as we can get away with, isn’t it?” Great question, and absolutely not. Our research and coaching...
by Sue Viskovic | Oct 8, 2012 | All Posts, Business Management
When markets are weak, cost of living is rising, Government deficits are looming, investors are nervous and our profession is affected by continual legislative change, the thought of assuming the foetal position under your desk may be appealing. As an adviser, we know...
by Sue Viskovic | Oct 4, 2012 | All Posts, General, Sales & Marketing
Trust is a word that is frequently associated with financial advice, and unfortunately it’s often for the absence of it. When a consumer decides that they will seek advice, the most important factor to them when choosing their adviser, by a margin of more than two to...
by Angela Barclay | Sep 19, 2012 | All Posts, Business Management, General
There is a big difference between working for someone and being the big kahuna, the head honcho, the boss! Are you the sort of person more suited to working in a salaried financial planning position, or do you see yourself calling the shots, with all the extra demands...
