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
[email protected] | Facebook | LinkedIn

Sue Viskovic CFP is the Founder of Elixir Consulting; a proud mother of four; a sought-after speaker; a business coach; and author of a number of books and programs designed for advisers. An active contributor to, and advocate of, the financial advice profession, Sue is passionate about the important role that quality advice can play in society.