Preparing your business for the Future of Financial Advice
with Sue Viskovic

This webinar will give you an insight into the new world of practice management; what tomorrows successful financial planing businesses will look like under the FOFA reforms, and will give you some practical tools and tips on how you can implement effective change in your business to thrive in the future of financial advice.

You will learn practical steps you can take to effectively:

• Refine your advice proposition to attract clients who will be happy to engage you now and for the long term,
• Charge fees for your advice,
• Devise your strategy to deal with your existing commission-based customers,
• Build ongoing service packages that provide true value and will enable you to effortlessly  manage opt-in,
• Ensure your back office can deliver on the promises you make.
   

The session will be conducted by Sue Viskovic -  Managing Director of Elixir Consulting and one of the most highly regarded business coaches in Australia. Sue will share with you some real-life case studies from advisers who have already prepared their businesses, and not only share their insights and successes, but the steps you too can take to enjoy future success for your business, your staff and your clients.

Presenter

Sue Viskovic CFP Managing Director Elixir Consulting

How does it work?

Recordings can be viewed twice. You can fast forward, rewind or pause the playback at anytime. If you stop playback this will count as a view.