by Sue Viskovic | Sep 11, 2019 | Change, General, Videos
Professionally and personally… your clients come to you to help them get their financials in order and make better decisions to live their best life – and it’s hard to serve them well when you’re not firing on all cylinders. We need great leadership in...
by Sue Viskovic | Sep 11, 2019 | Change, General, Videos
When you can’t change the environment you’re working in, what CAN you do? We’ve been having so many conversations with advisers who are depleted by a wide range of factors outside of their control that I was inspired to shoot this the other...
by Sue Viskovic | Sep 11, 2019 | Change, Client Service, Fees & Commissions, Videos
Are you in the habit of collecting all of your fees from clients’ Super funds? With greater scrutiny on the sole purpose test, you’ll be wanting to rethink this for each client
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 | Feb 21, 2019 | Articles, Business Coaching, Change, Fees & Commissions
This is a question that that’s been a consistent cause for advisers to reach out to us lately. We’re entering a time where there’s no “passive income” from advice clients anymore. Every dollar you earn must have a corresponding service delivered in return, and...
by Sue Viskovic | Feb 15, 2019 | Advice, Change, Client Service, Fees & Commissions
I originally posted this article in Feb 2019 and it’s even more relevant now in October 2019, as the ban on Grandfathered commissions has just been legislated. Whilst our original thinking was that you had until the 1st January 2021 to replace or transition this...