Worth Paying For Tag

05 Nov The Bottom Line About Your Bottom Line

Posted at 15:30h in Change, Client Service, Fees & Commissions by Sue Viskovic

Respected industry contributor, Elixir Consulting founder, Sue Viskovic, offers a future pathway to success for risk advisers that she says can and does work. This pathway articulates a risk advice business model that embraces a combination of both fees and commissions… There are roughly three months...

17 Nov Educated clients are better clients.

Posted at 13:43h in All Posts, Articles, Business Coaching, Business Management, Client Service, General, Insurance, Sales & Marketing by Sue Viskovic

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 magazine,...