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: 7618628, Twitter: 14023, LinkedIn: 689
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 […]
R.I.P. To Some Accepted Wisdom For Growing A Practice
by Tony Vidler In challenging times growing an advisory practice is incredibly difficult, and one of the methods has become conventional wisdom – but that doesn’t mean it is right in these days of fundamental and structural change. The concept of a professional firm requiring 3 distinctly different roles of a Finder, Minder […]
by Tony Vidler If you believe in the value of advice, then it makes sense to believe in the value of getting advice for yourself – or rather, for your business. Nearly every small business can benefit from having a robust governance structure providing strategic input (and insight), additional skills, accountability and excellent risk […]
by Tony Vidler “Only 2% of consumers would go to a financial planner to take out life or other personal insurance” “Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would seek investment advice from a financial planner” Wow. What on earth do consumers think financial planners […]
Targeting The Affluent: 3 Strategic Issues You HAVE To Get To Grips With
by Tony Vidler The nirvana for most professionals is to work only with affluent, and acquiescent, clients. The challenge in doing so is that the affluent will inevitably become more difficult to get in front of personally. They will become less acquiescent. As with the famous line from Jurassic Park – “life will find […]
Publishing Content: it’s where professional aspiration meets effective marketing
by Tony Vidler Every professional should aspire to being an Authority to their chosen audience in my view. The ideal is you have top-of-mind-awareness with your target market of course, but more than just being the first person they think of when a particular issue arises, you want to be positioned as their only […]
The Financial Advice Profession: Are we there yet?
by Tony Vidler It has been impossible to ignore the DoL “fiduciary rule” news out of the States in recent weeks. It has been the dominant story in financial services, and clearly the jury (in the form of market participants) are still divided as to whether it is enough, or insufficient, or perhaps a complete […]
This is how you get more eyeballs on your Call-To-Action
by Tony Vidler One of the things I love about sales and marketing is that there is ALWAYS something new to learn. In fact, the more you learn the more you realise just how much you don’t know yet… Here is something I just learned recently, which has been a real eye-opener – excuse […]
The 1 Thing You Need To Actually Make Your Strategy Work For You
A Case In Point: The Difference Clear Strategy Makes In A Practice http://tonyvidler.com/a-case-in-point-the-difference-clear-strategy-makes-in-a-practice/ via @TonyVidler For most professional services firms today the Number 1 strategic challenge is determining what the the right strategy for the firm actually is. It would easily be THE single thing that firms I talk to are wrestling with, and […]
Your Output Problem Is Usually Really An Input Problem
by Tony Vidler I like processes. Financial advisers should like them too. Why? Processes produce predictable performance. That is the entire point of them isn’t it? A process is created in order to ensure that (as far as is possible in our crazy old world) a known outcome will be achieved when […]