Practice Development Tips

Rod Bertino, Business Health

Client Surveys

Rod Bertino from Business Health shares his insights into surveying your clients.

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Sue Viskovic, Elixir Consulting

Documenting Your Processes

Sue Viskovic from Elixir Consulting, discusses the importance of documenting your businesses processes.

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Jenny Brown, Look after your staff

Look After Your Staff

Jenny Brown from JBS Financial Strategists, shares her best practice tips on how to look after your staff and get the best from them.

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Rod Bertino, Business Health

Succession Planning

Rod Bertino from Business Health discusses the benefits of having adequate succession planning in your business.

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Jenny Brown, JBS Financial Strategists

Using video

Jenny Brown from JBS Financial Strategists, shares her best practice insights on how she uses video to successfully communicate with her clients.

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Ben Day, Risk Sales Tools

Loadings & Exclusions

Former risk specialist adviser Ben Day, shares some of his practical tips about how to deal with common objections and how to turn 'bad news' into 'happy days'.

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Jenny Brown, AFA Adviser of the Year 2013

Know Your Numbers

Jenny Brown from JBS Financial Strategists & 2013 AFA Adviser of the Year shares her insights on knowing your numbers and having a board of advice to propel you from being an adviser to business owner.

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Rod Bertino, Business Health

Estate Planning

Rod Bertino from Business Health shares his insights on the benefits when applying estate planning to your business.

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Sue Viskovic

Client Relationships

Sue Viskovic from Elixir Consulting shares her insights into how you can turn a potentially tricky stage of the relationship into the stage that locks in your client.

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Rod Bertino

Client review meetings

Rod Bertino from Business Health shares his expert tips on client review meetings. Are you disconnected from your clients? Are you showing your clients that you love them as much as you love their money and their product offerings?

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