Practice Management


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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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challenge your thinking
Innovation in Advice: Why does it have to be this way?
by Tony Vidler        “Innovation” and “delivering advice” do not usually go together do they? The way advice is delivered by tens of thousands of professionals tends to gravitate to the same methodology.  There is safety hiding in the herd, right?   The type of advice delivered by tens of thousands of professionals tends to […]
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importance of frequent contact
The Importance of Frequent Contact
by Tony Vidler        Professionals underestimate the importance of frequent contact with clients and prospective clients. “Frequent contact” does of course mean being in touch often. How often is often enough though?  For a long while the mantra was “be in touch every 90 days”, and that was in a time of expensively printed paper […]
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definition of vision
Vision: Because your future has to start somewhere.
By Tony Vidler, CFP CLU ChFC Vision is the thing that initially drives all progress.  Somebody’s view of how something can be…will be….is the catalyst for achievement of great change.   Who will ever forget  the power of one mans vision: “I have a dream….”?   His vision of how the world could be.   […]
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Who says you can’t teach old dogs new tricks?
by Tony Vidler Old folk don’t take on new tech, right?   There is a seemingly continuous lament about the ageing of the financial advisory business and it is certainly true when you look back at photo’s after a conference that there does appear to be an exceptionally high proportion of grey-haired middle-aged men.  It […]
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Targeting The Affluent: 3 Strategic Issues You HAVE To Get To Grips With
by Tony Vidler The nirvana for most professionals is to work only with affluent, and acquiescent, clients.  The challenge in doing so is that the affluent will inevitably become more difficult to get in front of personally. They will become less acquiescent.   As with the famous line from Jurassic Park – “life will find […]
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The 1 Thing You Need To Actually Make Your Strategy Work For You
A Case In Point: The Difference Clear Strategy Makes In A Practice via @TonyVidler For most professional services firms today the Number 1 strategic challenge is determining what the the right strategy for the firm actually is.   It would easily be THE single thing that firms I talk to are wrestling with, and […]
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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 […]
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Winning Comes From Being Just 1% Better
by Tony Vidler   Building a great business is rarely the result of a single champion taking on the world.  The champion business owner is usually the captain of a team that has taken on the world.  Of course, for the team to become champions the captain has to have them focussed on doing the […]
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In Process there is Profit! (But you DO have to herd some cats to get there)
by Tony Vidler        The great news for anybody actually reading this post is that the headline already turned a bunch of your competitors off.   That word “process” is just deadly for so many advisers today that too many won’t have bothered reading beyond the word.   It has become associated simply with compliance, […]
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