by Sue Viskovic | Sep 11, 2019 | Advice, Change, Client Service, Fees & Commissions, Videos
Lots of things to consider here, be it logistics or a bigger issue of whether clients see enough value in your proposition to re-sign every 12 months. Here’s some advice that helped one adviser who was struggling with this…
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 | Sep 11, 2019 | Change, Client Service, Fees & Commissions, Videos
Are you in the habit of collecting all of your fees from clients’ Super funds? With greater scrutiny on the sole purpose test, you’ll be wanting to rethink this for each client
by Sue Viskovic | Sep 4, 2019 | Business Coaching, Videos
I could not be more thrilled to officially announce that these two fabulous professionals have joined the Elixir Consulting team on the ground in Melbourne and Sydney! Lana and I have had a great time inducting Andrew George and Graham Burnard to the family, combining...
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...
