OUR BLOG – ARTICLES AND VIDEOS
How are you feeling after the Royal Commission Announcements?
If you’re only reading news articles and social media commentary because you don’t have time to read the full 530 pages of Mr Hayne’s report from the Royal Commission, you’re not alone… But this may be adding unnecessary stress, causing you to worry about things...
Getting the most for – and from – your team
When running an advice business, your people will usually be your biggest expense, and your biggest asset…
You’re a guru, until you scare me
I’ve been thinking about a session I had with an incredibly talented professional recently, and reflecting…
A Way to Feel and Think Better This Year
Elixir md sue changed gears with her regular contribution to risk info magazine this month, and rather …
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...
