by Sue Viskovic | Nov 17, 2016 | All Posts, Articles, Business Coaching, Business Management, Client Service, General, Insurance, Sales & Marketing
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...
by Sue Viskovic | Jun 28, 2016 | All Posts, Business Coaching, Insurance, Juice Console
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...
by Sue Viskovic | Apr 13, 2016 | All Posts, Business Management, Change
We are at a point in history where the changing needs and desires of consumers, the evolution of technology and increasing intervention from government are converging on the advice profession to force significant change. While an adviser may have been able to ignore...
by Sue Viskovic | Nov 2, 2015 | All Posts, Business Management, Fees & Commissions, Insurance, Profit
We’ve been busy these past few months, starting to work with advisers on how to handle the proposed Life Insurance Framework when it gets implemented. Two weeks after receiving confirmation that the new government is supporting the industry-proposed new...
by Sue Viskovic | Aug 25, 2015 | All Posts
Unless you’ve been under a rock, you’ll be aware that there are significant changes coming very soon (January 1st) to the life insurance industry – changes that will have a very real and immediate impact on advice businesses. I have recently finished a series of...
by Sue Viskovic | Jul 3, 2015 | All Posts, Articles, Business Management, Business Plan, Juice Console
There is something that starts to happen in businesses around this time of year … as financials get completed, and people take a few weeks to refresh after the end of the financial year, their mind starts some fresh thinking about just what they’d like to...
