advice process


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 312 other followers

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.
Being valued as a financial advisor
Become more valuable to clients by making it easier
by Tony Vidler        One of the key concepts that advisers must grasp is the need to be valued for the advice and coaching they provide, rather than their value being linked to a product solution.   A massive opportunity exists for advisers to remove complexity from their clients lives, and in turn, be valued […]
Read more.
How financial advisors can be relevant to clients
Working out how to be relevant to your clients
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 […]
Read more.
Compliance & social media use for financial advisers
How Advisers can remain compliant while using social media
by Tony Vidler        The difficulty of using social media but remaining compliant as a financial adviser and not breaching any regulations seems to be a consistent objection to the use of social media by advisers.  Various aspects of “compliance” are cited: the provision of best practice advice, privacy constraints, or legal responsibilities to a […]
Read more.
Creating advocates
The 5 big C’s that will create advocates for you
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 […]
Read more.
Some customers you probably don’t want
by Tony Vidler        Fact: some customers you just don’t want.  Most of us would agree that we should contribute to the greater good of society, and engage in pro bono work to help some of those who can’t afford us, but we are are running commercial enterprises.   Not all customers are good customers […]
Read more.
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;   […]
Read more.
financial advisers asking for referrals
How to get the RIGHT referrals
by Tony Vidler        We begin with the assumption that you deserve referrals….and thereafter it becomes a process of determining how best to position for the right referrals.   It is important that you generate the right sort of prospective new clients as not all prospects become the right clients for your firm, and you […]
Read more.
why financial planning clients leave the financial adviser
Client Twisting? Here’s why they say goodbye
by Tony Vidler        Clients leave us, and most times we blame someone else…we call it “twisting” or “churning”. The immediate inference is the client only left because somebody else – who is less ethical – took perfectly good business and moved it for no reason other than their own gain.  Twisting becomes the acceptable […]
Read more.
How to explain your Process and Fee to clients
by Tony Vidler        Many advisers have difficulty explaining their fee basis, and the client advice process, in a clear and logical way.   It becomes a barrier to engaging clients, and undermines our professional image, when we fumble and stumble on a fairly straightforward part of being in business.   As with most things […]
Read more.