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ideal-balanced-practice
The Ideal Practice: Balancing Your Needs & The Clients Wants
by Tony Vidler        Heresy: The Professionals’ needs matter as much as the Clients’ wants. It shouldn’t be heresy to say this aloud of course…. But; the ideal practice is one which surely achieves this balance isn’t it?  After all, practitioners are trying to earn a living and meet the wants and needs of their own […]
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practice-development-hurdles
The 3 Barriers To Adviser Business Success (& one can be deadly)
by Tony Vidler        There are 3 distinct barriers every adviser must manage in their career.  Each of them is a defining point which can see the end of the advisory career….but Barrier 3 is where most founders flounder.   Barrier 1 is simply getting enough new business and clients to earn a living and survive […]
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sales-marketing-for-financial-advisors
Big Ticks: Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for those giving professional advice 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, as they are […]
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financial-services-regulation
The Danger Of A Knee-Jerk Reaction To Regulatory Reform
by Tony Vidler        The hot issue for many advisers right now is what they need to do to adjust for incoming regulatory reform…again…and the focus is almost always upon the short term.  Knee-jerk reactions become the norm as advisers grapple with the burning questions, such as: What process do I have to change?   What […]
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invest-in-you
Why Advisers Need To Invest In Their Businesses, Now
by Tony Vidler        For most of my advisory career there has been a very real opportunity for advisers to operate “lifestyle” businesses.  It has enabled them to largely choose when they will work; who they will work with; and how much they will earn.  It has cost little to run and required virtually no […]
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nest-marketing
Niche or Nest: Which is Best?
by Tony Vidler        The concept of niche marketing causes a lot of confusion, so I thought I’d add to the confusion by adding in “nest marketing” at the same time as challenging the view that professionals should find “A” niche.   The easiest way for me to explain the difference between niche marketing and […]
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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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increase-business-value
The 4 Key Levers That Create Great Capital Value For A Firm
by Tony Vidler        Creating great capital value for a professional services firm is usually one of the owners primary objectives as they more often than not see their business value as a critical part of their own financial independence.   Building a profitable business is obviously essential, and it is a more valuable profitable […]
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best-ideas-for-professionals
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, […]
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If you have repeat problems, you need a process!
by Tony Vidler        For financial advisory firms the word “process” has become synonymous with “best practice advice”, but good process is so much more than just a compliant and well-documented series of advice documents.   Process is what builds franchise businesses.  Process is what creates turnkey operations that are highly valued by prospective purchasers. […]
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