Financial Planning

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 304 other followers

sidebar_tony
Facebook: 2831, Twitter: 13526, LinkedIn: 689
Your Output Problem Is Usually Really An Input Problem
by Tony Vidler I like processes.  Financial advisers should like them too.   Why?   Processes produce predictable performance.  That is the entire point of them isn’t it?   A process is created in order to ensure that (as far as is possible in our crazy old world) a known outcome will be achieved when […]
Read more.
Managing the cost of financial advice conversation
Cost is not just Price: Put Adviser fees into perspective
by Tony Vidler        A stumbling block for many professionals with their clients is the “cost discussion”, and it is a stumbling block because more often than not the entire conversation revolves around just one of the cost components.   All too often the cost of financial advice centres upon just the price…and there is […]
Read more.