by Sue Viskovic | Nov 17, 2016 | 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...
by Sue Viskovic | Apr 28, 2015 | 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...
by Sue Viskovic | Apr 27, 2015 | Advice, All Posts, General, Sales & Marketing
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. In reality, it was relatively...
by Sue Viskovic | Feb 24, 2015 | Advice, All Posts, Articles, General, Insurance
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...
by Sue Viskovic | Jun 12, 2014 | All Posts, Business Management, General
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. Running an advice business is challenging. From the problem solving aspects, analysis,...
by Sue Viskovic | Apr 10, 2014 | All Posts, Client Service, General
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...
