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: 13772, LinkedIn: 689
How much client contact is too much contact?
by Tony Vidler Getting the frequency of newsletters or regular client communications right is a real challenge. How much is too much, and runs the risk of you being a nuisance? How much is too little, and runs the risk of you being forgotten? The right answer is “it depends”. It […]
by Tony Vidler Which financial adviser is going to be right: the one who charges a fee; the one who is “free”; or; the one charging a commission? Or is it the one who does all of these? Well I suggest that it depends on what you are hoping for and what you […]
by Tony Vidler Another week and another bad adviser horror story in the local press…yet, another week and thousands more consumers work with their good adviser privately and attract no headlines. They just make progress quietly towards their savings or investment goals, or protecting their families, or building financial safety nets, and so it goes […]
by Tony Vidler Your business success as a financial adviser can be reduced to a fairly simple formula. There are 3 things that will determine your financial performance, and there are 6 variables that influence those three things. In this quick video you can find out what they are, how they […]
by Tony Vidler A big phrase of recent times for anyone in professional services is “Thought Leadership”. Everywhere you turn someone is writing or saying “be a thought leader”…and nearly every audience asks “what is a Thought Leader, and how do you get there?” To put it in its most simple terms, it […]
by Tony Vidler Putting a value upon financial advice is a tough issue for advisers and consumers alike. There is a pretty basic concept as far as “Value” goes for any consumer purchase though which is not a bad starting point, and it can be put into a formula: “Value = Benefits – Cost“ It […]
What IS good content for sharing and engaging prospects?
by Tony Vidler When it comes to creating GOOD content that is engaging prospects and your target audience there are a few things to get right, but most of the things you need to get right are not really about what you write or produce. So what makes really good content is not […]
Practice Development: The Danger Of Promoting A Competent Adviser
by Tony Vidler A genuine danger in practice development is promoting a competent adviser to a role which they are unable to perform well in. In any organisation there is a real risk that a person is encouraged to rise to their level of incompetence. This is just as true for the self […]
Using LinkedIn To Get Business: When Is It Time To Go To The Premium Version?
by Tony Vidler LinkedIn is basically a business-to-business networking tool, but the challenge is knowing when you should be using Linkedin to get business. The free version is fine for establishing a profile, but the question then becomes “How do you know when it is time – or worth your while – to upgrade from […]
Keep It Simple: Give Prospects What They Want When They Google An Adviser
by Tony Vidler An adviser client asked me recently what to put on his website as he was re-designing it and he had lots of great ideas of course, but I started my answer with “how are they going to find the site?” Google. That was the answer…Google because basically everyone uses […]