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How to do client video testimonials the right way!
by Tony Vidler        Testimonials are good for business – but we all know that. Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far more […]
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Blending Old Ways With Modern Comms To Get Attention
by Tony Vidler        Blending the old and the new can be a great way to stand out in the digital world, and there are few better examples than this one from an older adviser who was happy for me to share it.  He generates excellent engagement and responses…and it is so simple!   Remember […]
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Sales management is more than “make the troops jump through hoops”
by Tony Vidler        The majority of professionals running practices have superb technical competency, and often have significant commercial management skills, but a very common shortcoming is “Sales Management” experience or skills.   The typical result of this shortcoming is that management of the revenue producers in a professional practice becomes a matter of making […]
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Life Insurance: what do customers want?
by Tony Vidler        One of the questions that continually vexes professionals is “what do customers want?” In the life insurance area of financial services the answer is even tougher to find than usual, because insurance is for virtually all consumers an absolute grudge purchase.  When we think about it logically every person who buys […]
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How to work out who to keep on your team
by Tony Vidler        One of the toughest areas of practice management is building the right team around you.  So it is best to begin with an unpalatable truth: It is inevitable that at some point you will get team selections wrong.  You will get hiring decisions wrong….and sometimes firing decisions wrong too.   More […]
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How do you WOW the new customer?
by Tony Vidler        What steps do you take to eliminate buyers remorse?   It happens with virtually all new clients: You do all the hard work of finding, attracting and engaging a new customer, and of course you have superb service for ALL your ongoing clients….BUT…at the outset when the dust has settled on […]
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How To Coach Your People To Greater Success
by Tony Vidler        One of the best ways to improve results for your firm is to coach your people to greater levels of professional and personal success, rather than merely “managing” them.   There is a huge difference between coaching and managing…and while managing has its place, it is actually only one aspect of […]
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Are You (or your people) Coachable?
by Tony Vidler        I didn’t use to ask this question, but I do now when contemplating taking on new clients:   “I can coach, but are You Coachable?”   It’s a tough question perhaps.  It is certainly a confronting question at the very least.  But is an absolutely necessary question.   It is also […]
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Big Ticks: Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they are […]
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coaching changes
This is why many Advisers do not grow
by Tony Vidler        Growing productivity – or getting financial advisers to grow themselves and their business capability – appears to be a problem no matter who you talk to in financial services.  And it doesn’t need to be.   All too often the lack of growth in production levels by advisers or the lack […]
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