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
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 […]
Publishing Content: it’s where professional aspiration meets effective marketing
by Tony Vidler Every professional should aspire to being an Authority to their chosen audience in my view. The ideal is you have top-of-mind-awareness with your target market of course, but more than just being the first person they think of when a particular issue arises, you want to be positioned as their only […]
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 http://tonyvidler.com/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 […]
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 […]
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, […]
Dumb business is converting only 1 in 10 prospects…
by Tony Vidler Remember when everyone starting in a sales role was told to just “see the people, see the people, see the people!”? Remember when the expectation was that our fame and fortune would be assured if we worked the 10-3-1 formula? Call 10 people, and get appointments with 3 of them on average, […]
A Case In Point: The Difference Clear Strategy Makes In A Practice
by Tony Vidler Strategy. Probably the most misunderstood concept in business. Especially in professional services. Guess what happens in professional services then? Businesses get busy without having a clear strategy…and as a consequence are continually busy doing and creating systems and processes, but never feel like they are really getting any closer […]
Grow Great People If You Want To Grow A Great Business
by Tony Vidler It is terribly simplified of course, but if you want to grow a great business then you need to grow some great people at some point in the process. If we want to learn how to grow great people then it seems a good idea to think about how the people who […]
The 9 Building Blocks of a Business Which Will Stand the Test Of Time
by Tony Vidler When it comes to building something to last the ancient civilisations can teach us a thing or two. Anybody who has had the privilege of seeing the Great Pyramids up close will recall how perfectly symmetrical and “in balance” they are from a distance as you approach them. When you are right […]
by Tony Vidler I am going to put it right out there and probably make a few new enemies: Pretty much all the referral generation techniques and methods you’ve ever been taught and have tried won’t work with the majority of consumers today. The great Gordian Knot for professional services is unravelling referral […]