advisor coach Archives - Page 2 of 3

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 the […]

What do Life Insurance 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 for virtually all consumers is an absolute grudge purchase. When we think about it logically every person who buys […]

How to work out who to keep on your team

by Tony Vidler One of the toughest areas of practice management is building your team and keeping the team “right for 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 […]

How do you WOW the new client?

by Tony Vidler What steps do you take to eliminate buyers remorse with a new client? It happens with virtually all new clients: You do all the hard work of finding, attracting and engaging them, and of course you have superb service for ALL your ongoing clients….BUT…at the outset when the dust has […]

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 […]

We should be using more video with email

by Tony Vidler If you aren’t using video with email to educate and engage clients and prospects yet, why not? It seems an odd thing with everyone having smart phones that can take high quality video’s on the spot, and with everyone also drafting and sending perhaps a 100 emails a day, but […]

Even Great Advisers Can Use A Coach

by Tony Vidler Great advisers can use a coach. Even great advisers running great practices can use a coach. Pretty bold assertions, right? I mean, after all, we are talking about people who are actually pretty damned good at what they do AND they are good at running the business as well. […]

Are Your Clients Or Staff Coachable?

by Tony Vidler Here is a question we should ask 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…even if we don’t ask the client directly, it […]

This is why many Advisers (and practices) 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 […]

How to get customers enthused when our products are boring

by Tony Vidler How can we create or transfer enthusiasm to a customer when: Our products are as boring as the boring-est thing ever. The Value that customers receive from financial services products could be years and years and years away….if “physical value” actually ever turns up at all Our products are as boring as the […]

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