by Sue Viskovic | Sep 11, 2019 | Client Service, General, Videos
We see it all the time: overwhelmed advisers making the mistake of working harder and putting in more hours just to get more done… While there’s something to be said for hard work, what you should be focused on (ESPECIALLY with all the challenges at the...
by Sue Viskovic | Sep 11, 2019 | Advice, Change, Client Service, Fees & Commissions, Videos
Lots of things to consider here, be it logistics or a bigger issue of whether clients see enough value in your proposition to re-sign every 12 months. Here’s some advice that helped one adviser who was struggling with this…
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 | 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...
by Sue Viskovic | Feb 8, 2019 | Change, Client Service, Fees & Commissions
If you’re only reading news articles and social media commentary because you don’t have time to read the full 530 pages of Mr Hayne’s report from the Royal Commission, you’re not alone… But this may be adding unnecessary stress, causing you to worry about things...
by Sue Viskovic | Dec 17, 2016 | All Posts, Articles, Business Coaching, Business Plan, Client Service, General
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