Professional Services

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 319 other followers

sidebar_tony
Facebook: 0, Twitter: 13890, LinkedIn: 689
How to engage clients in a review of financial advice
Your Philosophy MIGHT Be Your Real Point of Difference
by Tony Vidler        Advisers often struggle to articulate their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning.   So most advisers think carefully about such things and build up a philosophy based upon their formal learning and real world experience that shapes their advice […]
Read more.
Professional Selling: It is a real thing!
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 […]
Read more.
A Value Creation Model For Advisory Firms
by Tony Vidler        “Innovate or die” said Peter Drucker.  Innovation is of course about finding new ways to create value.   Have financial advisers been innovating in recent years?  Have they been finding new ways to create value?  If not, does it mean they are slowly slipping towards their commercial death?   Many have […]
Read more.
How to work out who to keep on your team
by Tony Vidler        One of the toughest areas of practice management is building the right team around you.  So it is best to begin with an unpalatable truth: It is inevitable that at some point you will get team selections wrong.  You will get hiring decisions wrong….and sometimes firing decisions wrong too.   More […]
Read more.
The Number 1 Thing To Get From Coaching
by Tony Vidler        It is a peculiar thing…most of us recognize the difference that good coaching – or poor coaching – can make to any athlete or sports teams performance.  In fact most of us have often held quite passionate views about the merits of coaches…Very few professionals however seem to make the link […]
Read more.
Are you sure your clients know what else you COULD do for them?
by Tony Vidler        All too often advisers are disappointed to find that a client has done business elsewhere…that their “main” adviser could have done for them!   The reason is usually a very simple one: the clients do not know everything we could do for them.  Or perhaps they did know, but forgot.  Or […]
Read more.
Are You AND Your People Clear About What YOU Want?
by Tony Vidler        Pretty much everyone running a business hates having to come up with job descriptions for their staff. A statement which may have been correct at a moment in time to describe a role, and the role is subject to constant change…they are pretty much a waste of time as means of […]
Read more.
No Value Proposition? Then how will prospects decide who to choose?
how to avoid being a commodity as a professional adviser and being chosen on price or convenience comes down to having a strong value proposition. Building a great brand involves more than just a value proposition, but this alone can eliminate those who choose just on price...
Read more.
financial advisor
Be Your Client’s Consigliere
by Tony Vidler        Which is the more effective style for a financial adviser to adopt: 1. The Expert          OR 2. The Counselor     It is a question many struggle with, and the ideal position is actually: “be either depending on what is required”   This choice is not really […]
Read more.
road-ahead-for-advice-business
The uncertain road ahead for an advice business
by Tony Vidler        A constant question for  many advisers, particularly when they’ve been sitting about over a break quietly contemplating the road ahead, is what do they have to do to prepare, or adapt?   Obviously there is enormous uncertainty about what lies ahead for advice businesses; some of it predictable and some of […]
Read more.