by Sue Viskovic | Feb 4, 2015 | All Posts, Client Service, Fees & Commissions, HR, Insurance
The structure of risk commissions in Australia is set to change. As it stands right now, commissions for risk advice are a legitimate form of remuneration for advisers (except in certain circumstances). However, the writing is firmly on the wall that the commission...
by Sue Viskovic | Apr 10, 2014 | All Posts, Client Service
I really enjoy listening to podcasts from Small Business Big Marketing – Tim Reid is the guy behind this show – which is officially Australia’s #1 marketing show. While he always discusses great marketing ideas that work for ANY small business,...
by Sue Viskovic | Apr 10, 2014 | All Posts, Client Service, General
I believe one of the key roles of an adviser is to change clients behaviour for the better. Most people do not make the best financial decisions. Whether it be failing to save enough, chasing returns, keeping Foxtel but cancelling insurance or simply listening to our...
by Sue Viskovic | Mar 20, 2014 | All Posts, Client Service
I’ve been visited by four builders over the past few weeks who gave me great insight into why some advisers are more successful when it comes to client engagement than others. To give the background: we’ve moved into a new house and want to get a deck built in our...
by Sue Viskovic | Oct 30, 2013 | All Posts, Client Service, Fees & Commissions
One question we’re often asked by advisers, is “when is the right time to quote my fee?”. It’s one thing to determine how much to charge, it’s also incredibly important to know how and when to position it with your clients. The following is an...
by Angela Barclay | Sep 11, 2013 | All Posts, Client Service, ElixirTV
Client Value Propositions are such an overused term, and yet many advisers still struggle to get theirs sorted. Geoff Pritchard shares some thoughts about what a CLIENT is looking to you to provide, and what to avoid when articulating your value.
