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: 0, Twitter: 13938, LinkedIn: 690
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 […]
Business planning a struggle? Perhaps you should plan “life” instead…
by Tony Vidler Why did you go into business? You could have had an easy job somewhere, and just made a living….but you would have gone into business for yourself because you saw it as your best chance of building the life you want. This a particularly pertinent issue as many financial […]
How to challenge a clients thinking without actually getting into a challenge
by Tony Vidler Perhaps the toughest task any adviser faces is challenging a clients’ own thinking, but without getting into a confrontation. Most of us find ourselves occasionally dealing with a client who already thinks they know the answers – they haven’t come to us for advice, they have come to us for validation […]
Are you just swimming in circles, or do you have a strategy?
by Tony Vidler Where do you begin with designing a business strategy? It isn’t quite as hard as you may think…. First, you need to decide what you want to be known for, which then makes it relatively easy to work out where you need to compete in the market place. In […]
by Tony Vidler Working in tandem with the clients other professionals such as their accountant and lawyer is the objective of most financial professionals. Yet, the challenge is often not the client, but the other professionals in making this a reality. We need to be able to show the other professionals who work […]
by Tony Vidler One of the key things that all professionals struggle with is remaining relevant. Amongst the most common questions that arise when marketing or client servicing is discussed for professional service firms is: “what do I say or write?” You know what you know…and you know what you want to […]
by Tony Vidler If you want to move clients up the loyalty ladder and create genuine advocates for your business there are 5 critical areas that you have to demonstrate, and the clients have to believe, before the business relationship will bloom to full advocacy. In this quick tips video we discuss these […]
by Tony Vidler If you want to get a regular, repeatable, stream of well qualified prospects for your business then nothing beats having a Centre of Influence (COI) driving the right types of ideal clients to you. A good COI will be an advocate for you and your business, and be proactively recommending […]
A financial advisers best weapon: The Meeting Agenda
by Tony Vidler One of the most powerful weapons in an advisers armory is the Client Meeting Agenda. Yet, so few use them regularly…. The client meeting agenda sets up the entire professional relationship – not just the next hour or so that you happen to be with a client. In addition; […]