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 | 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...
by Sue Viskovic | Apr 28, 2015 | 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...
by Sue Viskovic | Apr 9, 2015 | All Posts, Articles
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:...
