White Papers
Building your Business on Trust e-Articles Archive
May 2009 Where Have All The New Clients Gone?Apr 2009 Good News Worth SharingMar 2009 Beware The Lure Of The Quick BuckJan 2009 Where Are You Heading?Nov 2008 10 Tips For Growing Your BusinessSept 2008 Adviser Pricing ModelJuly 2008 Acronym Dictionary
In print
Click on the links below to download articles that have appeared in various media outlets.
"Fear hampers pricing model change"
Financial Planning, May 2009
"Beware the distraction of the quick buck"
Money Management Technical Adviser, May 2009
“The importance of Trust in client engagement”
Journal of Financial Advice, April 2009
Sue Viskovic explores sales and communication skills in this training journal for financial advisers with a focus on risk insurance.
"Survey shows hourly rates encourage time wasting"
Money Marketing paper, United Kingdom, March 2009
Media report on Elixir Consulting Adviser Pricing Models research.
"Growing your business in a rampaging bear market (Part two)"
IFA Magazine, February 2009
"Growing your business in a rampaging bear market (Part one)"
IFA Magazine, February 2009
Tips to help advisers survive in trying times and position their business for growth.
"Consumers not phased by remuneration model"
Money Management Magazine, October 2008
"Guide to financial planning acronyms"
Toolbox, Money Management Magazine, July 2008
A quick-reference guide to the most commonly used financial planning acronyms.
"Cultivating Client Trust"
Technical Adviser Liftout, Money Management Magazine, June 2008
Structuring your client processes to gain and maintain your client's trust.
"Pricing Advice"
Professional Planner Magazine, December 2007
How much is advice worth and what is the best way of structuring fees?
"Getting the right message across to your clients"
Practice Management Liftout, Money Management Magazine, October 2007
Sue Viskovic discusses communication skills for today's financial advisers that will help encourage successful growth within a practice and add significant value.
"Conducting a reality check"
Money Management Magazine, July 2007
Helping advisers take stock of their business practices to determine if they are structured to deliver the service they would like to their clients in an efficient and profitable manner.
