by Sue Viskovic | Dec 1, 2014 | All Posts, Business Management, Sales & Marketing
Client engagement is an artform that we are particularly passionate about here at Elixir. It’s one thing to have the ability to deliver outstanding, technically brilliant advice that is always in the best interest of your clients, but if you can’t sell it to your...
by Sue Viskovic | Mar 20, 2014 | All Posts, Client Service
I’ve been visited by four builders over the past few weeks who gave me great insight into why some advisers are more successful when it comes to client engagement than others. To give the background: we’ve moved into a new house and want to get a deck built in our...
by Sue Viskovic | Oct 4, 2012 | All Posts, General, Sales & Marketing
Trust is a word that is frequently associated with financial advice, and unfortunately it’s often for the absence of it. When a consumer decides that they will seek advice, the most important factor to them when choosing their adviser, by a margin of more than two to...
