Making the move: Product Rep to Personal Adviser
Quick Tips Videos & Sales & Marketing for Professional Services & Strategic Issues

Making the move: Product Rep to Personal Adviser

May 22, 2013

by Tony Vidler

One of the toughest things for an adviser to do is make the move from a product representative living only on success fees, or commissions only, to being a valued adviser getting paid for their expertise.

In this edition of quick tips we explain how to begin making the transition (in whole or in part), and being valued for the objective life-changing advice you can provide, instead of being seen as a product representative only.

© 2013 Tony Vidler.  All rights reserved. All materials contained on this web site not otherwise subject to copyright of other parties are subject to the ownership rights of Tony Vidler.  Tony Vidler authorises you to make a single copy of the content herein for your own personal, non-commercial, use while visiting the site. You agree that any copy made must include the Tony Vidler copyright notice in full. No other permission is granted to you to print, copy, reproduce, distribute, transmit, upload, download, store, display in public, alter, or modify the content contained on this web site.

0
0
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 315 other followers

sidebar_tony

Follow tonyvidler on

Comments (0)

Leave a Reply

Your email address will not be published. Required fields are marked *