adviser

SEARCH BY SUBJECT AREA

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

sidebar_tony
Facebook: 2831, Twitter: 13381, LinkedIn: 689
Robo-Advice is here, and it is helping Advisers be better at giving advice!
by Tony Vidler         Apparently a fair proportion of advisers still do not believe that robo-advice will have a serious impact upon their business.  It will of course, and in many respects it is helping advisers to be better at what they do…giving advice.   The term “robo-advice” creates an image immediately of a machine replacing […]
Read more.
How does culture create lasting success?
by Tony Vidler          If you doubt that culture can create lasting success, then consider this: Imagine a sports team (or club if you prefer) that competed continuously for well over 100 years and during that time had a winning record against all comers of over 83%?  The best that every nation on earth can […]
Read more.
Your Constant Output Problem Is Usually Really An Input Problem
by Tony Vidler        We like constant output…constant revenue coming in the door is the output we seek right?  Too often financial advice businesses struggle to achieve constant output though…it gets a bit “peak and trough”.   Well…when we have a repeated problem – like inconsistent results – we need a process.   Why?   […]
Read more.
How to create engaging conversations
by Tony Vidler        Creating engaging conversations with people you don’t know well, or who feel they don’t know you well enough, is difficult.  It can be even more difficult when they are guarded…thinking maybe that you are just there to sell them something.   You can engage even the most guarded and difficult prospects […]
Read more.
5 easy ideas to get a BIG Practice performance difference
by Tony Vidler        Into a new financial year and many advisers are wondering how to make a big practice performance difference without incurring significant extra costs or making dramatic changes after such a tumultuous last year or so.  The good news is that it is amazing how some really simple and relatively small things […]
Read more.
What Value Is A Practice?
by Tony Vidler        Given some of the trends in financial services there must be serious questions about how to accurately value a practice of a financial adviser.   The short answer to what is an accurate value of any practice will of course always be “whatever a buyer is willing to pay, and which you […]
Read more.
Making Social Media ACTUALLY work for your Advisory Firm
by Tony Vidler        Once you’ve bought into its potential the small matter of making social media work and produce results for your advisory firm becomes the burning question.   Accepting its potential for marketing your business is one thing, but deciding HOW you are going to do so is quite another.  But even before […]
Read more.
using social media for business
What I’ve learned while using social media for business
by Tony Vidler        I’ve been using social media for business to market myself and my services for quite a while now, and it has totally helped. No doubt about it. Social media has been good for marketing my business and building a profile way beyond what I anticipated.  The thing that many professionals simply […]
Read more.
creating a company culture
How to create the Advisory Firm culture that you WANT
by Tony Vidler        New regulatory expectations for financial advisers include defining and articulating their culture.  How does the advisory firm’ culture get defined requires some deep thinking, but then so too does the matter of ensuring that the culture you defined is actually reflected in your firms’ actions. How do you create the culture […]
Read more.
If you’re converting only 1 in 10 prospects you have a problem
by Tony Vidler        There was a time when converting 10% of your prospects was the path to career success as a financial adviser.  Hard to believe perhaps, but true.  Everyone starting in a sales role was told to just “see the people, see the people, see the people!”? The expectation was that our fame and fortune […]
Read more.