by Sue Viskovic | May 5, 2014 | All Posts, Business Management
How do you know if you need a Board of Advice (BOA) or Business Coach? While many people have heard how important it is to regularly pause from working in their business to working on their business, the methods of how to do this vary greatly. You can spend time on...
by Sue Viskovic | Mar 10, 2014 | All Posts, Business Management
A year ago ago, I made the jump across to Apple, with my first MacBook Pro. Since then, I’ve been asked a number of times whether it’s realistic for advisers to do the same in an industry that intrinsically favours Windows. Many businesses asked me whether, given the...
by Sue Viskovic | Jan 29, 2014 | All Posts, Business Management
Pete’s story is one that needs to be told. What happens when you hit rock bottom in this business? When what you know and believe in just isn’t working out? I wrote a guest blog for AdviserVoice recently which tells the story of one such person. I want to...
by Sue Viskovic | Nov 28, 2013 | All Posts, Business Management
Establishing an outsourcing relationship can be a challenge for those organisations that currently complete paraplanning functions in-house. In my experience, the process can sometimes fail right from the beginning and before the outsourcing relationship even starts!...
by Angela Barclay | Nov 15, 2013 | All Posts, Business Management, General
I recently invited several successful tech-entrepreneurs to a workshop to critique a business I’ve been working with as an investor. The day was full of insightful feedback and heated discussion, as you’d hope for when bringing together strong-minded business people...
by Sue Viskovic | Sep 11, 2013 | All Posts, Business Management, General
One question we receive consistently from many advisers is “how many appointments do other advisers fit in in a week?” Now, the answer to this varies with the full job duties of an adviser, but the simple answer is that great advisers routinely do a minimum of 12...
