by Sue Viskovic | Sep 11, 2019 | Client Service, General, Videos
We see it all the time: overwhelmed advisers making the mistake of working harder and putting in more hours just to get more done… While there’s something to be said for hard work, what you should be focused on (ESPECIALLY with all the challenges at the...
by Sue Viskovic | Sep 11, 2019 | Change, General, Videos
Professionally and personally… your clients come to you to help them get their financials in order and make better decisions to live their best life – and it’s hard to serve them well when you’re not firing on all cylinders. We need great leadership in...
by Sue Viskovic | Sep 11, 2019 | Change, General, Videos
When you can’t change the environment you’re working in, what CAN you do? We’ve been having so many conversations with advisers who are depleted by a wide range of factors outside of their control that I was inspired to shoot this the other...
by Sue Viskovic | Aug 28, 2019 | Business Management, Change, General, Videos
I’ve been incredibly fortunate this week to speak at a conference in Japan and someone shared the Uber analogy – that the value of financial advice businesses have dropped just like the value of a taxi plate when Uber came in because they didn’t...
by Sue Viskovic | Aug 7, 2018 | Business Management, General, HR
[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left”...
by Sue Viskovic | Dec 17, 2016 | All Posts, Articles, Business Coaching, Business Plan, Client Service, General
[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left”...
