by Craig Leonard | Mar 16, 2023 | All Posts, Articles, Client Service, Fees & Commissions
Despite the fact that there are not enough advisers left to serve the clients who need them, we know there are some advisers who find themselves in the situation where they’ve been too busy serving their existing clients to worry about finding new ones. They have now...
by Michelle Tran | Oct 21, 2021 | All Posts, Articles, Business Coaching, Business Management, Client Service, Fees & Commissions
The VBP Consulting team collectively spend many hours every week working with advisers in the art and science of getting their pricing models right. Part of this process involves understanding the true cost of advice, but this is only one step in the exercise. Cost...
by Sue Viskovic | Feb 4, 2020 | Change, Client Service, Fees & Commissions
Here the Elixir team tackle another couple of burning questions highlighted in the recent AFA Webinar. The question posed was “From your experience, what fraction of clients will welcome an increase in advice service fees because undeclared commissions received...
by Sue Viskovic | Jan 17, 2020 | Change, Fees & Commissions, Videos
Another burning question from the recent AFA Webinar related to how to help clients with funding their advice fees when they already have tight cashflow. The team at Elixir Consulting discuss this and give you practical ways to help your client with this very dilemma....
by Sue Viskovic | Jan 14, 2020 | Business Management, Change, Fees & Commissions, Videos
A recent AFA Webinar highlighted a number of questions on the lips of many advisers. This one covers how to juggle existing service agreements while implementing new 12 month agreements. (We had a bit of a giggle after viewing the recording of this – the...
by Sue Viskovic | Nov 5, 2019 | Change, Client Service, Fees & Commissions
Respected industry contributor, Elixir Consulting founder, Sue Viskovic, offers a future pathway to success for risk advisers that she says can and does work. This pathway articulates a risk advice business model that embraces a combination of both fees and...
