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lead-to-manage
Why Your Staff Fail You
by Tony Vidler        It isn’t terribly unusual to find advisers taking on staff and being disappointed reasonably quickly, as the staff fail to deliver quite what the adviser expected or was  hoping for….   So why do your people fail you?   I don’t believe they do usually….I think we fail them.   Let’s […]
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invest-in-people
Investing Time In Your People Gives Great Returns
by Tony Vidler        Professional advisers have never been under more time pressure than they are today, and of all the things they could be investing time in the one which is easiest to defer is investing time in people.   Everything is else is more pressing and demanding than a practice leaders own people […]
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coaching-change
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 […]
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building-a-profitable-practice
Building A Profitable AND Valuable Practice
by Tony Vidler        Building a profitable practice is is the first objective for practitioners, but building a sustainable profitable and valuable practice is even better isn’t it?   Many good practitioners achieve the objective of building a profitable practice easily enough. After all, that is little more than keeping the sales and revenue pumping […]
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business owner to business owner
Peer-To-Peer Marketing: it’s just one Business Owner to another
by Tony Vidler        Research keeps telling us that peer-to-peer marketing, or old fashioned word-of-mouth advertising and recommendations, is still the most effective form of marketing there is.  Virtually no discriminating consumer today trusts advertising – and virtually all consumers who are prospective professional services clients are discriminating in that they are increasingly selective, wary […]
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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 […]
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Engagement Marketing is not asking “Will you marry me?”
by Tony Vidler        Many financial advisers have not yet grasped the fundamental of engagement marketing, and that is don’t race to ask someone if they want to buy something.  Seems a simple enough concept doesn’t it?  It is akin to asking a brand new dating partner “will you marry me?” when they haven’t yet decided […]
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The trick to maintaining consistent production
by Tony Vidler        Maintaining consistent production of new revenue isn’t quite a formula – it’s a process thankfully.  The process for continual positive performance is actually relatively straightforward and anybody can understand it and anybody can use it easily, unlike formula’s….   Even in challenging times where there is significant volatility and uncertainty, business continues […]
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make-more-mistakes
To grow your practice, “Get out and make more mistakes”
by Tony Vidler        You want to grow your practice, right?  Well my first piece of advice may seem odd but it is this: “get out and make more mistakes”   Dangerous advice!  Reckless even perhaps….   …however it is the best way to grow.   It is also the only way to innovate or to […]
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Building A Business: Lessons from Championship Teams
by Tony Vidler        Building a great advice business means building systems and capacity and people which leave as little as possible to chance. It is about building a dependable service and advice delivery system that continually generates sufficient revenue and happy customers, right?  Consistent results from consistent performance equals a great advice business.   […]
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