Articles
08 Feb Are these 4 things in your 2017 Business Plan?
Happy February! Hopefully you’ve already started to kick some goals for 2017. Whether you run your run...
17 Dec She who dares wins? A success story.
“Award winning” – It’s a phrase often seen in professional headlines on LinkedIn and other marketing channels...
17 Dec Why advisers should be petrified of technology…. and why they should be excited about the opportunities!
Posted at 12:56h
in All Posts, Articles, Business Coaching, Business Management, Change, General, Videos
In sharing with you this #MomentswithSue video that was filmed on the IP Thought Leaders study tour to San Francisco in September; I am introducing you to one of my favourite guests, Rich Arnold. Rich shared his experiences with what Fintech companies are doing, and the impact...
16 Dec LIF is the least of your problems
Posted at 13:44h
in All Posts, Articles, Business Coaching, Business Plan, Change, Fees & Commissions, Insurance
Many advisers are concerned that the Life Insurance Framework will damage their business by reducing their income and driving up the cost of life insurance. I wrote this article for specialist risk advisers in Risk Info Magazine, sharing my belief that while it is important to...
17 Nov Educated clients are better clients.
Posted at 13:43h
in 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 magazine,...
03 Jul Have you done yours yet?
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 do differently in this new year.
28 Apr What can you do about bad press?
Posted at 00:51h
in Advice, All Posts, Articles, Business Management, General, Juice Console, Sales & Marketing
I’ve recently just published my first two articles on LinkedIn. I’ve been writing this blog for a number of years now, and LinkedIn has opened up their platform for people to publish articles directly, and I’ve held back until now. In part, because we share our articles on LinkedIn anyway, so our target market get drawn to our own site, also in part because our articles are always for a very targeted group of readers who make up a very small percentage of LinkedIn members, and also due to some material I’ve read about SEO rankings.
So why have I broken my silence on LinkedIn publishing?09 Apr How do other advisers charge for their advice?
Our third edition of the Adviser Pricing Models Research Report is now available. This in-depth study of 275 advice businesses reveals all the questions you ever had about how other advisers charge for their advice. We reveal some highlights here in this infographic: It appears you...
24 Feb The Incredible Value in Insurance Advice
There’s a lot of discussion happening at the moment about insurance commissions, and their place in the advice industry. Setting aside the reactions that advisers will go out of business, and we'll worsen the underinsurance problem in Australia, when we get right down to the heart of the matter, the question evolves from ...- will clients pay for risk advice?, to
- should clients pay for risk advice, to
- why would clients pay for risk advice?