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How To Coach Your People To Greater Success
by Tony Vidler One of the best ways to improve results for your firm is to coach your people to greater levels of professional and personal success, rather than merely “managing” them. There is a huge difference between coaching and managing…and while managing has its place, it is actually only one aspect of […]
by Tony Vidler How to stay on top of your game, get the results that you want in business, and maintain peak performance….it all comes down to having a system, or a process. Consistent output does after all usually result from consistent inputs….but putting in the right amount of the right things is what […]
Focus On 3 Things To Make Next Year The Best Year Ever
by Tony Vidler There are so many things you COULD plan to work on to improve next year, but what REALLY matters? It is easy to get caught up in making lots and lots of plans and goals and arranging to be incredibly busy working “on” your business to accelerate its growth, but […]
How Big Is The Goldmine WITHIN An Advisers’ Practice?
by Tony Vidler Just how much opportunity is sitting inside the typical adviser practice? How much new business is waiting inside that existing database? It Is Usually A Goldmine. A report from a couple of years ago highlights the point: A lot of clients do not give advisers all their investable funds. […]
by Tony Vidler Just about every professional says they want to be growing their business….they want fresh ideas; the business satisfaction of solving new problems for new people; they want to do something NEW. When you ask whether they want new business or whether they want new clients, there is usually a delicate […]
by Tony Vidler Many firms facing increased overheads and infrastructure costs in the next few years are considering acquisition or merger strategies as a survival or growth strategy. Generally there appears to be 5 main reasons that advisers suggest as their reasons for acquisition of another business. They are: 1. Get new […]
by Tony Vidler How much do you really think a good client is worth to you? Most financial advisers will easily work through the basic formula of the average fee/sale per client multiplied by the number of transactions they have with you each year, and then multiplied by the number of years you expect […]
Anchors away! How to work out which clients to drop
by Tony Vidler More clients is good, right? How many are enough for a typical adviser though? 1,000? 2,000? 200? And then the plan is “drop some clients, and build it back to up whatever the ideal number is/was with better clients.” Let’s begin by challenging a big myth pervading many practices, being that […]
by Tony Vidler Working out what you should really be working on is one of those things that we all know we should do, but for one reason or another other stuff gets in the way. The other stuff is “other people’s priorities” of course, isn’t it? We then have a tendency […]
by Tony Vidler Everyone wants “it” to be about them. Therein is the answer to “how to make marketing more effective today“…it has to be about them, and more importantly, it has to be personalised TO them. “Them” of course is whoever it is we are trying to appeal to and get to do […]