Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 2831, Twitter: 13855, LinkedIn: 689
Sweat the small stuff: it is what we CAN control!
by Tony Vidler One of the most brilliant strategies I remember ever hearing was the “Broken Windows” concept, which was used in New York as a method of creating safer public transport to begin with, but rapidly gained traction elsewhere. The concept was a brilliantly simple one: focus resources on the easy wins initially, […]
Commissions, Conflicted Advice…and finding common ground
by Tony Vidler Well..it has happened. Life Insurance sales commission in Australia is regulated to lower levels, albeit with a phase in period. (See: Life Insurance Commission Reform is Happening In Australia) The arguments have at times been ferocious, and those arguments are being watched closely in other jurisdictions such as New Zealand. Here one […]
The Professional Services Firm Model Of The Future Is Possibly A "Fast Food Alley"
by Tony Vidler Ever noticed how the fast food stores tend to cluster together as some sort of “fast food alley”? Have you ever wondered why? There is a “convenience” element for the typical customer of course, however there is a more important reason – which might just be a useful lesson […]
How to go about creating the RIGHT Strategic Alliance
by Tony Vidler A good strategic alliance or two can be the thing that makes success for a professional services firm. It can be a complete game changer. In fact it is so important to get right that the key to finding and forging the right strategic alliance is thinking strategically to begin […]
by Tony Vidler It all begins with a simple question doesn’t it? Are they getting the results? But what follows is the difference between good management and poor management of one of your key resources…your people. If you are running a growing business it is inevitable that you will have staff. […]
Encouraging clients to save with The 10/30/60 Rule
by Tony Vidler One of the biggest issues for advisers is encouraging clients to save for later now. Deferring instant gratification and the constant challenge of “we wants” is a significant hurdle, even in countries where compulsory or incentivised retirement savings schemes exist. A fascinating piece of work for any advisers working with retirement planning […]
by Tony Vidler Creating a compelling Value Proposition is difficult, but if it is done well it will be central to a professional’s marketing. The Value Proposition is in effect your promise to your target market: “This is what I will do for you” is what it says in simple terms. To […]