Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Using Practice Technology As A Competitive Advantage
by Tony Vidler In professional services everyone is looking for a competitive edge, and how we implement and use practice technology is an area that often has untapped potential to provide us with business advantages over the competition. When it comes to deciding HOW you wish to compete strategically there are not that […]
by Tony Vidler There appears to be plenty of research from larger markets such as the USA to suggest there is a new type of financial adviser out there, dubbed the “e-Adviser”, who is winning way more business than other advisers are. An e-Adviser is not a robo-adviser either….thought I would just get […]
This 1 Thing Could Lose You More Than 50% Of Your Clients
by Tony Vidler For just about any practitioner to lose 56% of their clients in a year would be a disaster. It is enough to jeopardise a practice entirely of course, but even in a best case scenario it will hurt horribly, and for quite a long time. It is a very real […]
The Big Ticks: Top Stories For Professional Advisers This Week
By Tony Vidler CFP CLU ChFC Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, […]