best practice advice Archives - Page 2 of 8

How to do client video testimonials the right way!

by Tony Vidler Testimonials are good for business – but we all know that, right? 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 […]

10 Ways To Build Trust With Prospects

by Tony Vidler Trust is not given automatically by consumers. You have to build trust with prospects in todays market over time. That’s a reality. It is earned. The very best we can hope for when someone doesn’t really know us yet is to be trusted enough to be given a chance to prove ourselves. There […]

How to create a MORE effective client report

by Tony Vidler The typical financial planning report or statement of advice produced for clients is ineffective. An effective report gets the key points across as quickly and as simply as possible, so that the reader understands them, and is then able to make decisions relatively quickly and easily. It will engage, motivate and rapidly […]

10 Mistakes That Advice Businesses Keep Making

by Tony Vidler So many advisory firms do not realise their potential, and the top mistakes which hold them back are more often than not nothing to with their ability to be great advisers. They tend to fall into the category of being basic commercial mistakes. So the main mistakes that advice businesses keep […]

The times are a changin’…Business as usual is a dead end!

by Tony Vidler The difference between any two professional practices filled with well qualified and well meaning people is usually that a different culture exists in each. All businesses develop a “way we do things here” over time…whether they meant to or not. A culture evolves within the business…whether you wanted it to or […]

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 […]

A Good Financial Planner MUST Consider Risk Management

by Tony Vidler Financial planners who do not tackle risk management issues thoroughly for clients do the clients a disservice. A good financial planner must be factoring personal risk management into their planning for clients. Perhaps that is a little challenging to some, however too many financial planners simply do not include risk […]

What you should expect from good coaching

by Tony Vidler It is a peculiar thing…most of us recognize the difference that getting good coaching – or poor coaching – can make to any athlete or sports teams performance. In fact most of us have often held quite passionate views about the merits of coaches…Very few professionals however seem to make the […]

The missing ingredient in professional development: SKILLS

by Tony Vidler We are awash with recommendations on how to “improve the advice business” and enhance professional developement. Regulators, politicians, consumer groups, product manufacturers…competing business models that look to bypass advice entirely….all of them are making a lot of noise about how advice delivery can be improved and where professionals involved in the […]

How To Fix A Prospecting Problem

by Tony Vidler The “prospecting problem” is the most frequently requested area for help from financial advisers…it is the perennial problem. There just never seems to be quite enough of them to meet the new client acquisition needs of the firm AND it is getting harder to get prospects attention and have them engage. […]

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