client service Tag

08 Feb How are you feeling after the Royal Commission Announcements?

Posted at 11:54h in Change, Client Service, Fees & Commissions by Sue Viskovic

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 without...

10 Apr How well do you follow-up?

Posted at 09:46h in All Posts, Client Service by Sue Viskovic

I really enjoy listening to podcasts from Small Business Big Marketing - Tim Reid is the guy behind this show - which is officially Australia's #1 marketing show. While he always discusses great marketing ideas that work for ANY small business, it's not often that he discusses anything specifically related to financial advisers, risk insurance or accountants.