adviser service strategy

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listen-to-clients
Listen to the market or get out while you can
by Tony Vidler        “Two Ears but only one mouth”…blah blah blah…sales training 101, right?   We know how important it is to “listen” to clients, and we know the danger of losing touch with what they want and what they are thinking.  Every single professional has lost good clients at some point simply because […]
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strategic-thinking
Getting Strategic Clarity For Your Practice Is Just Like Giving Advice
by Tony Vidler        The most important business-building step is having a well-defined strategy, yet strategy is one of the most misunderstood concepts in professional services.  It is an area that many advisory firms struggle with, and frequently find themselves without any clearly defined strategy for how they will achieve their business objectives.  That is […]
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out-of-business
Advisory Firm’s That Are “Going Out Of Business” Without Even Realising It
by Tony Vidler        I have a strong sense that a lot of advisory firms are “going out of business” at the moment and don’t even realise it.   Markets are going well, and commission and fee rates are still at the high end of the scale, and there are still plenty of consumers using […]
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robo-advice
Cyborgs are the future for Advisers
by Tony Vidler        Becoming cyborgs is the way to go for financial advisers…blending robotics and humans into one organism.   You see, I am convinced that robo-advice models will succeed and prosper. I am also convinced that human advisers will succeed and prosper.   I am further convinced that some of each will fail […]
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strategic-difference
5 Points Of Competitive Difference
by Tony Vidler        Talking recently with some institutional people the topic of differentiating, or competing successfully, in financial services was raised and I suggested that there were just 5 key areas that one must consider competing in.   To truly excel and outperform the competition I believe that you need to aim to be […]
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personal-service
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 […]
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send-emails-how-often
How often is too often to send emails?
by Tony Vidler        “How often should I send emails?” is the perpetual question asked by professionals who are beginning to build an engagement marketing system or lifting their client communications and services standards.   The objective is to find that balance between being continually present, but without being a nuisance.   The bad news is […]
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important or urgent
…so, WHICH urgent AND important person comes first?
by Tony Vidler        The classic urgent AND important dilemma: your best client is on the phone talking to you.  An incoming call from your top Centre-of-Influence comes in while talking to your best client.   Do you “end and accept” – hanging up on your best client?  Do you ignore your COI? Are you […]
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challenge your thinking
Innovation in Advice: Why does it have to be this way?
by Tony Vidler        “Innovation” and “delivering advice” do not usually go together do they? The way advice is delivered by tens of thousands of professionals tends to gravitate to the same methodology.  There is safety hiding in the herd, right?   The type of advice delivered by tens of thousands of professionals tends to […]
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importance of frequent contact
The Importance of Frequent Contact
By Tony Vidler, CFP CLU ChFC Professionals underestimate the importance of frequent contact with clients and prospective clients. “Frequent contact” does of course mean being in touch often. How often is often enough though?  For a long while the mantra was “be in touch every 90 days”, and that was in a time of expensively […]
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