by Sue Viskovic | Feb 4, 2020 | Change, Client Service, Fees & Commissions
Here the Elixir team tackle another couple of burning questions highlighted in the recent AFA Webinar. The question posed was “From your experience, what fraction of clients will welcome an increase in advice service fees because undeclared commissions received...
by Sue Viskovic | Jan 17, 2020 | Change, Fees & Commissions, Videos
Another burning question from the recent AFA Webinar related to how to help clients with funding their advice fees when they already have tight cashflow. The team at Elixir Consulting discuss this and give you practical ways to help your client with this very dilemma....
by Sue Viskovic | Jan 14, 2020 | Business Management, Change, Fees & Commissions, Videos
A recent AFA Webinar highlighted a number of questions on the lips of many advisers. This one covers how to juggle existing service agreements while implementing new 12 month agreements. (We had a bit of a giggle after viewing the recording of this – the...
by Sue Viskovic | Sep 17, 2019 | Fees & Commissions, Videos
A few thoughts here if you’ve been thinking of moving your fee model away from asset-based fees. We had a giggle in the office about this one… couldn’t find the tripod, and it looks like my trusty assistant was drunk when filming! Promise she...
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 16, 2019 | Business Coaching, Change, General, Videos
Amidst all the changes facing advisers, I came across this saying the other day, and considering it from the point of view of what advisers are going through right now has helped quite a few people… ‘All suffering comes from the attachment to an...
by Sue Viskovic | Sep 11, 2019 | Change, General, Videos
The thing about change….I talk here about facing it when you don’t agree with it – also just as relevant for making change because you choose to innovate!
by Sue Viskovic | Sep 11, 2019 | Client Service, General, Videos
We see it all the time: overwhelmed advisers making the mistake of working harder and putting in more hours just to get more done… While there’s something to be said for hard work, what you should be focused on (ESPECIALLY with all the challenges at the...
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 | Sep 11, 2019 | Change, General, Videos
Professionally and personally… your clients come to you to help them get their financials in order and make better decisions to live their best life – and it’s hard to serve them well when you’re not firing on all cylinders. We need great leadership in...
