by Sue Viskovic | Jan 14, 2020 | Business Management, Change, Fees & Commissions, Videos
A recent AFA Webinar highlighted a number of questions on the lips of many advisers. This one covers how to juggle existing service agreements while implementing new 12 month agreements. (We had a bit of a giggle after viewing the recording of this – the...
by Sue Viskovic | Sep 17, 2019 | Fees & Commissions, Videos
A few thoughts here if you’ve been thinking of moving your fee model away from asset-based fees. We had a giggle in the office about this one… couldn’t find the tripod, and it looks like my trusty assistant was drunk when filming! Promise she...
by Sue Viskovic | Sep 16, 2019 | Change, Fees & Commissions, Videos
During a busy week in the East Coast I reflected here on the habit of many advisers of undervaluing themselves…so easy to do at a time like this when it feels like you’re being bombarded! When you reflect on the things that consume your clients every day,...
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!