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Could Advisers Be DRIVING Revenue To Online Providers?
by Tony Vidler I do keep wondering if advisers realise how much revenue is waiting to be unlocked by them inside their existing business? A little while ago I was talking with a business that provides outsourced client servicing solutions and they provided me with some of their data from working with financial […]
THE Business Opportunity for Professional Advisers
by Tony Vidler The typical small business is only doing one of two things: growing, or going…. …and THERE is a fabulous opportunity for today’s professional adviser. Regardless of which research you read there is a constant theme: Small Business Owners have some real issues, and clearly a significant proportion of SME owners […]
by Tony Vidler A strange question to ask perhaps, but can a professional be assessed as having competence and incompetence as an adviser simultaneously? I think so. As new regulatory standards are embedded everywhere for professional services a word which frequently springs up as measure of professionalism is “competence”. Advisers everywhere grasp […]
The Top Challenge In Shifting From Product Sales To Advice Delivery
by Tony Vidler I was asked a simple, but loaded, question: What is the biggest future issue for financial advisers specialising in business insurance? I qualified my answer by saying that the biggest issue is the same one that faces all financial advisers regardless of their area of specialisation. The biggest issue […]
by Tony Vidler The typical financial planning report or statement of advice produced for clients is ineffective. Being effective means getting the key points across as quickly and as simply as possible, so that the reader understands them, and is then able to make decisions relatively quickly and easily. It will engage, motivate and […]
Pro Bono work: is there a different professional standard?
by Tony Vidler An odd question perhaps…however I have been questioned on whether pro bono work carries some lesser responsibility on the part of an adviser. My answer: Why would pro bono clients deserve any lesser standards of ethical behaviour, professional competency or application of skill? Furthermore; why would any adviser risk compromising […]
by Tony Vidler Professional and selling are apparently 2 words which according to many just don’t go together these days…except they really do. I’ll go further in fact and say that professionals MUST be selling, but, selling must be professional. While there is an absolute requirement to place the clients interests above all […]
by Tony Vidler some things are timeless simply because they have stood the test of time, and focusing upon sales activity is one of them. “Sales activity” as a concept is probably abhorrent to many professionals today, but it is simply about managing the inputs which provide the outputs that your business wants. […]
by Tony Vidler For all the distractions, downtime and inefficiency that comes with new (or more) financial services regulation it is very easy to see it as an imposition. Many advisers conclude that regulation is simply bureaucracy which in itself creates little to no value. I am no fan of meaningless bureaucracy, but […]
by Tony Vidler One of the questions that continually vexes professionals is “what do customers want?” In the life insurance area of financial services the answer is even tougher to find than usual, because insurance is for virtually all consumers an absolute grudge purchase. When we think about it logically every person who buys […]