by Craig Leonard | Feb 8, 2023 | Articles, Business Management, Change, General
Resilient advice firms recognise that their staff are not only their biggest cost in the business, they are also their biggest asset, and pose their biggest risk. Just as your client value proposition (CVP) defines what your clients will pay you for, your employee...
by Craig Leonard | Nov 8, 2022 | Advice, General, Succession, Videos
There are 216,000 undergrads in Australia studying commerce or business degrees right now… and yet FASEA records show that we only had 300 graduates from the financial planning degree last year! That is not enough to replenish our adviser numbers and help...
by Craig Leonard | Nov 4, 2022 | Advice, Articles, Client Service, General, Sales & Marketing
There are many advisers in a position at the moment of being so inundated with new client referrals and enquiries that they have a waiting list of people wanting to see them. AND we are also coming across some advisers in the opposite situation. They’re looking to...
by Sue Viskovic | Sep 16, 2019 | Business Coaching, Change, General, Videos
Amidst all the changes facing advisers, I came across this saying the other day, and considering it from the point of view of what advisers are going through right now has helped quite a few people… ‘All suffering comes from the attachment to an...
by Sue Viskovic | Sep 11, 2019 | Advice, Change, Client Service, General, Videos
In this #MomentwithSue, Hari Maragos shares three simple but incredibly valuable things that he has added to his value proposition for his clients. Such simple things to add into your process that add incredible value, and make #Clientsforlife. Love your work Hari! So...
by Sue Viskovic | Sep 11, 2019 | Change, General, Videos
The thing about change….I talk here about facing it when you don’t agree with it – also just as relevant for making change because you choose to innovate!
