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.
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 Angela Barclay | Jun 11, 2013 | All Posts, Client Service, Fees & Commissions
When an advice business ceases to receive trail commissions it does not mean that they must stop receiving recurring income, and start relying on constantly winning new clients on a transactional basis. One of the most valuable components of advice businesses is the...
