by Sue Viskovic | Sep 16, 2019 | Change, Fees & Commissions, Videos
During a busy week in the East Coast I reflected here on the habit of many advisers of undervaluing themselves…so easy to do at a time like this when it feels like you’re being bombarded! When you reflect on the things that consume your clients every day,...
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 | May 5, 2014 | All Posts, Business Management
How do you know if you need a Board of Advice (BOA) or Business Coach? While many people have heard how important it is to regularly pause from working in their business to working on their business, the methods of how to do this vary greatly. You can spend time on...