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5 Things You Need To Do Before Buying A Practice
by Tony Vidler Buying a practice or buying another advisers book of business is, or will be, a really hot topic given the dramatic regulatory changes happening and the proportion of existing financial advisers who just don’t want to go through a few more years of change. For manyt advisers buying another practice or […]
6 Things Banks Taught Us About Building A Super Profitable Business
by Tony Vidler It seems obvious, yet somehow it isn’t. The more you know about your customers the more business you can do with them. Can. Not “will do with them”….but “can”. Market and customer intelligence provides potential business opportunities – if you are able to act upon it. Take a tip […]
Building Your Reputation: Talk About The Elephants In The Room
by Tony Vidler When Accountants struggle to create a universally good reputation for their industry then we are going to have a real battle doing so. If they only get rated as “High” or “Very High” in professional ethics and honesty by half the population then what chance that an Insurance Broker will rank […]
by Tony Vidler Pretty much every time I get into a discussion with professionals about building up their business they begin by thinking that the answer is “get more prospects“. There is no doubt that getting more prospective customers helps build a business of course, but what builds a business faster and less stressfully […]
You really do have to sell more to clients…REALLY.
by Tony Vidler This should be a self-evident truth that requires no explanation, but apparently it isn’t: Your clients will stay with you longer and be more valuable to you if you cross-sell multiple products and services to them. Yes, yes…I know…there is that word “sell” and it doesn’t always sit well with […]
Reward the right behaviour – or it will kill your practice
by Tony Vidler We tend to get the behaviour which we reward repeatedly. Kindergarten teachers know it, so why don’t the leaders of professional services firms know it and use it? Here are a couple of real examples of how this plays out: In one instance it was watching a previously excellent professional […]
by Tony Vidler Everyone is after the good advice clients it seems…or are they? Robo-advisers, direct marketing, 24/7 online transaction facilities, product kiosks and over the counter solutions to shoppers at supermarkets…these are all “financial advice” choices for consumers today. (for “Financial Advice” read “anything associated with a financial services product or service which […]
Being clear about what matters most actually matters most
by Tony Vidler Sometimes contracts just don’t provide clarity for the people who work for you. And Being clear about what matters for them, matters more than just about anything else when it comes to getting the best from your people. When you are running a professional services business there is one thing […]
Get The Right Advisers “On Board” For Your Business
by Tony Vidler The step from running a small advice business providing a good lifestyle to running a practice that leverages your time and processes is bringing in outside expertise – or appointing an Advisory Board. Putting together the right Advisory Board for your business does take a little work, but is perhaps not […]
by Tony Vidler I found this cartoon ages ago and I love it because it so accurately describes a huge marketing mistake that I keep seeing when it comes to financial adviser marketing: Enormous effort and resource is put into creating wonderful websites, facebook pages and blogs…..then……nothing! While there is an excellent […]