07 Aug Getting the most for – and from – your team
When running an advice business, your people will usually be your biggest expense, and your biggest asset...
General
17 Dec She who dares wins? A success story.
“Award winning” – It’s a phrase often seen in professional headlines on LinkedIn and other marketing channels...
17 Dec Why advisers should be petrified of technology…. and why they should be excited about the opportunities!
Posted at 12:56h
in All Posts, Articles, Business Coaching, Business Management, Change, General, Videos
In sharing with you this #MomentswithSue video that was filmed on the IP Thought Leaders study tour to San Francisco in September; I am introducing you to one of my favourite guests, Rich Arnold. Rich shared his experiences with what Fintech companies are doing, and the impact...
17 Nov Educated clients are better clients.
Posted at 13:43h
in All Posts, Articles, Business Coaching, Business Management, Client Service, General, Insurance, Sales & Marketing
Educating clients is part of the adviser’s role and most will have a well prepared and polished process to do so, but it can become tiresome (and time consuming!)running through this process with each and every client. In this article first published in RiskInfo magazine,...
28 Apr What can you do about bad press?
Posted at 00:51h
in Advice, All Posts, Articles, Business Management, General, Juice Console, Sales & Marketing
I’ve recently just published my first two articles on LinkedIn. I’ve been writing this blog for a number of years now, and LinkedIn has opened up their platform for people to publish articles directly, and I’ve held back until now. In part, because we share our articles on LinkedIn anyway, so our target market get drawn to our own site, also in part because our articles are always for a very targeted group of readers who make up a very small percentage of LinkedIn members, and also due to some material I’ve read about SEO rankings.
So why have I broken my silence on LinkedIn publishing?
27 Apr My experience with someone impersonating me on Twitter
I’ve recently discovered that someone had set up a dodgy Twitter account, impersonating me. They’ve been removed, and it was a relatively simple process, and I thought I’d share the experience in case it happens to you.
24 Feb The Incredible Value in Insurance Advice
There’s a lot of discussion happening at the moment about insurance commissions, and their place in the advice industry. Setting aside the reactions that advisers will go out of business, and we'll worsen the underinsurance problem in Australia, when we get right down to the heart of the matter, the question evolves from ...- will clients pay for risk advice?, to
- should clients pay for risk advice, to
- why would clients pay for risk advice?
12 Jun Can you feel the burn?
You know the feeling. That washed out sense there is too much on and you’re being pulled from pillar to post, unable to focus your energy on one thing for more than a short period.
10 Apr Gamification of advice – Part 1
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 hearts more than our heads, all but the best of us are guilty of making less-than-wise choices.
03 Mar 4 things I wish I was told about goal setting
Goal setting. You've heard all the one liners....‘If you don't know where you are going, you'll end up someplace else’
‘Fail to plan and you plan to fail’
‘A goal is a dream with a deadline’