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How “personal” should your personal service be?
by Tony Vidler It is our livelihood in many respects, yet one of the vaguest phrases we use is “personal service”. What is a personal service is not necessarily the same as a personalised service, and what is personal to one client may not be deemed as a personal service to another. So […]
by Tony Vidler Hiring another adviser to join the team is one of the biggest (and most expensive) steps that any adviser takes in growing their practice. It is expensive in financial terms, in time, and most importantly in energy and stress. Getting it right is soooooo hard….and getting it wrong happens so […]
by Tony Vidler Professionals sell time and knowledge primarily, however our dilemma is that in order to escape the transactional nature of simply selling units of time we promise to provide an ongoing service. Our hope is that clients will value this ongoing service…but our expectation really is that clients will only value […]
by Tony Vidler True professionals don’t just HAVE processes, they use the processes. All the time. Or should do. We need to learn from those professions where the outcome of a poor day on the job is literally life or death. That isn’t generally the case for most professional services providers, however […]
by Tony Vidler It has been proven repeatedly that providing a guarantee in your fees for prospective clients certainly helps them decide to engage – and it is not a difficult thing to do. Financial advice fees can seem to be enormously expensive to many prospective clients, and that becomes even scarier when […]
by Tony Vidler Great practitioners who are running good businesses can use a coach. Pretty bold assertion, right? I mean, after all, we are talking about people who are actually pretty damned good at what they do AND they are good at running the business as well. At first glance that doesn’t […]
by Tony Vidler The first rule of business is “be profitable”, and that is a concept which appears to be causing financial advisers especially some real issues. In any number of countries there is debate driven from government, consumer advocates, regulators and those with a vested interest in improving their own profitability to […]
To Friend or Not-Friend With Clients on Social Media? Well, are you a Burkini or a Naturist?
by Tony Vidler Connecting with clients on social media can lead to genuine friendships and closer relationships, which equals greater lifetime value of the client, right? But then….it can kill professional client relationships too. So what is the right thing to do when it comes to befriending clients on social channels? Friend, or […]
by Tony Vidler Building a profitable practice is is the first objective for practitioners, but building a sustainable profitable practice which has significant capital value is even better isn’t it? Many good practitioners achieve the objective of building a profitable practice easily enough. After all, that is little more than keeping the sales […]
by Tony Vidler Growing productivity – or getting financial advisers to grow themselves and their business capability – appears to be a problem no matter who you talk to in financial services. And it doesn’t need to be. All too often the lack of growth in production levels by advisers or the lack […]