How to juggle existing and 12 month agreements

How to juggle existing and 12 month agreements

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 ‘Brady Bunch’ panels were in a different order on Sue’s screen when she introduced people!)

Sue Viskovic
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Sue Viskovic is the founder and Managing Director of Elixir Consulting, based in Perth, read more about Sue at https://elixirconsulting.com.au/about-us/sue-viskovic/