by Sue Viskovic | Nov 27, 2012 | All Posts, Business Management, General, Sales & Marketing
If we asked a random selection of your clients RIGHT NOW, what they thought of your business, what would they say? Do you know what your clients value about you and the services you provide? Whether you are completely overhauling your business to change your charging...
by Sue Viskovic | Nov 14, 2012 | All Posts, General
I had one of those reminders today to slow down and enjoy every day, rather than focusing on deadlines and to-do lists. It occurred to me that many of our clients could also do with the reminder, so whilst this isn’t a post with business tips, it might get you...
by Sue Viskovic | Oct 23, 2012 | All Posts, General
I have noticed something in my travels over the years. Advisers who regularly attend conferences both within and outside of their own licensees tend to have a more positive business outlook, are open to new ideas and are often better equipped to cope with...
by Sue Viskovic | Oct 4, 2012 | All Posts, General, Sales & Marketing
Trust is a word that is frequently associated with financial advice, and unfortunately it’s often for the absence of it. When a consumer decides that they will seek advice, the most important factor to them when choosing their adviser, by a margin of more than two to...
by Angela Barclay | Sep 19, 2012 | All Posts, Business Management, General
There is a big difference between working for someone and being the big kahuna, the head honcho, the boss! Are you the sort of person more suited to working in a salaried financial planning position, or do you see yourself calling the shots, with all the extra demands...
