by Sue Viskovic | Aug 22, 2013 | All Posts, Business Management, General
When was the last time you felt relaxed and totally in control of your workload? We have noticed that everyone is busy, busy, busy right now. So here are our top 5 tips for how to get control over your workload and start enjoying better productivity and efficiency in...
by Sue Viskovic | Jul 3, 2013 | All Posts, Business Management, Business Plan
After running our first webinar where I helped a group of advice business owners to write their business plan, I’m compelled to share some discoveries with you, and let you in on a little secret. Let’s start with the discoveries. I asked all the...
by Sue Viskovic | Jun 19, 2013 | All Posts, Business Management, Client Service, Fees & Commissions, Sales & Marketing
Most Australian advisers are currently absorbed in altering their business practices to comply with the new FoFA Legislation, and a particularly large issue is deciding on when and how to deliver their Fee Disclosure Statements (we now have a three-letter F word … the...
by Sue Viskovic | Jun 6, 2013 | All Posts, Business Management, Fees & Commissions, Sales & Marketing
We are often asked by advisers to take a look at their pricing model and let them know if they “have it right”. This begs the question, “is there such a thing as the right pricing model?” The answer is “yes”, although what is the “right” model will vary for every...
by Sue Viskovic | Nov 27, 2012 | All Posts, Business Management, General, Sales & Marketing
If we asked a random selection of your clients RIGHT NOW, what they thought of your business, what would they say? Do you know what your clients value about you and the services you provide? Whether you are completely overhauling your business to change your charging...
by Sue Viskovic | Oct 24, 2012 | All Posts, Business Management
Of the many questions we are asked by financial advisers, these are on the “most repeated” list: How can I ensure that all of my clients enjoy a consistent level of service from my firm? How do I get my clients to refer new clients to me? How do I maximize the value...
