professional service

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adviser-as-private-banker
Be like the Private Banker in order to become invaluable
by Tony Vidler        Emulate “the Private Bankers” is the sage advice of Dr Phillip M. Randall for advisers when it comes to combatting the multiple pressure points of rising consumer expectations, technology-driven and cost-focussed solutions, and the trend for “self management” in all things by clients.   I had the pleasure of spending a little […]
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client-service
Should Advisers Be Selling Coffee Instead Of Client Service?
by Tony Vidler        Do you remember when petrol stations competed on client service?   Fundamentally they were all selling the same basic commodity, at about the same price, to anyone who drove up.  That included the regulars who lived in the area and who had high lifetime value and the out-of-towners cruising through who just […]
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compliance-focus
Client Focus or Compliance Focus?
by Tony Vidler        I support a compliance focus 100% ….but I support a client focus 100% too.   All too often it is impossible to achieve 100% for both simultaneously though.   Where does a professional compromise? Or does one not compromise?   I think this picture captures the challenge of delivering compliant “best […]
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client-contact-frequency
Client Contact Frequency: does it really matter?
by Tony Vidler        The question of whether client contact frequency makes a discernible difference to the strength of the adviser-client relationship, or enhances the perceived value of the adviser to the client, is one which still perplexes the industry.   Professional opinions from marketers and consultants, and amongst advisers themselves, vary enormously on the […]
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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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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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best-ideas-for-professionals
The Big Ticks: Best Stories For Professional Advisers This Week
by Tony Vidler         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, as they […]
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second opinion service from financial advisors
Marketing your Professional Opinion
By Tony Vidler One of the best marketing ideas I have come across is the “Second Opinion” service.   The concept is brilliantly simple, and firmly centred upon providing sound professional advice.   You provide a service to the colleagues of your clients that is a professional opinion on the suitability of the portfolio, products […]
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