by Sue Viskovic | Sep 17, 2019 | Fees & Commissions, Videos
A few thoughts here if you’ve been thinking of moving your fee model away from asset-based fees. We had a giggle in the office about this one… couldn’t find the tripod, and it looks like my trusty assistant was drunk when filming! Promise she...
by Sue Viskovic | Sep 16, 2019 | Change, Fees & Commissions, Videos
During a busy week in the East Coast I reflected here on the habit of many advisers of undervaluing themselves…so easy to do at a time like this when it feels like you’re being bombarded! When you reflect on the things that consume your clients every day,...
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 21, 2019 | Articles, Business Coaching, Change, Fees & Commissions
This is a question 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 that...
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...
