by Sue Viskovic | Aug 28, 2019 | Business Management, Change, General, Videos
I’ve been incredibly fortunate this week to speak at a conference in Japan and someone shared the Uber analogy – that the value of financial advice businesses have dropped just like the value of a taxi plate when Uber came in because they didn’t...
by Sue Viskovic | Aug 7, 2018 | Business Management, General, HR
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by Sue Viskovic | Mar 28, 2018 | Business Management, Business Plan
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by Sue Viskovic | Dec 17, 2016 | 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...
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 | 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...
