OUR BLOG – ARTICLES AND VIDEOS
Is mindful business planning an oxymoron?
Let’s look at these two concepts…. Mindfulness is about being in the present moment. Business planning is…
Some early revelations from the Pricing Research…
Every few years, we do a research study to put together our Adviser Pricing Models Research Report…
How do other advisers charge?
Ahhh that old chestnut. It’s a question that is asked every time an adviser starts to think about reshaping their…
Are these 4 things in your 2017 Business Plan?
Happy February! Hopefully you’ve already started to kick some goals for 2017. Whether you run your run…
She who dares wins? A success story.
“Award winning” – It’s a phrase often seen in professional headlines on LinkedIn and other marketing channels…
Why advisers should be petrified of technology…. and why they should be excited about the opportunities!
In sharing with you this #MomentswithSue video that was filmed on the IP Thought Leaders study tour to San Francisco in September; I am introducing you to one of my favourite guests, Rich Arnold. Rich shared his experiences with what Fintech companies are doing, and...
LIF is the least of your problems
Many advisers are concerned that the Life Insurance Framework will damage their business by reducing their income and driving up the cost of life insurance. I wrote this article for specialist risk advisers in Risk Info Magazine, sharing my belief that while it is...
Educated clients are better clients.
Educating clients is part of the adviser’s role and most will have a well prepared and polished process to do so, but it can become tiresome (and time consuming!)running through this process with each and every client. In this article first published in RiskInfo...
A voice promoting financial advice to business owners.
We're thrilled that our MD, Sue Viskovic was featured this month in an article in the Chamber of Commerce magazine. Set amidst stories of great entrepreneurs and business ideas, in a publication read by business owners, Sue was given the opportunity to share a small...
How advisers can beat an overwhelming sense of impending doom.
We are at a point in history where the changing needs and desires of consumers, the evolution of technology and increasing intervention from government are converging on the advice profession to force significant change. While an adviser may have been able to ignore...
The dangers of a Cost to Serve analysis
I wrote an article recently for Risk Adviser magazine, that I have recreated here for our subscribers. There are some significant changes afoot to the last bastion of advice commissions, and we’re getting a little concerned that advisers are being lulled into a false...
Some handy tools to help start preparing for the future of risk advice
We've been busy these past few months, starting to work with advisers on how to handle the proposed Life Insurance Framework when it gets implemented. Two weeks after receiving confirmation that the new government is supporting the industry-proposed new Frameworks, I...