business mentor

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 311 other followers

sidebar_tony
Facebook: 2831, Twitter: 13485, LinkedIn: 689
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 […]
Read more.
Cost is not just Price: Put Adviser fees into perspective
by Tony Vidler        Adviser fees are a cost for sure, and often a stumbling block for many professionals with their clients is this “cost discussion”.  It is a stumbling block because more often than not the entire conversation revolves around just one of the cost components rather than the actual fee rate and the value […]
Read more.
How to go about creating the RIGHT Strategic Alliance
by Tony Vidler        A good strategic alliance or two can be the thing that makes success for a professional services firm.  It can be a complete game changer.   In fact it is so important to get right that the key to finding and forging the right strategic alliance is thinking strategically to begin […]
Read more.
professional development for financial advisors
The problem with Professional Development programs
by Tony Vidler Most training programmes for financial advisers end up being vaguely disappointing for the participants. Often the feeling is that the training is a bit too academic or theoretical and hard to implement in one’s practice…but the real reason why training fails is because it doesn’t address all the necessary components.  In order […]
Read more.
Which CRM is right for you?
by Tony Vidler        I am losing track of how often I get asked “which CRM do you recommend?”  It is a huge decision for a professional service business, and an area where every solution offered seems to fall a little short in one aspect or another.   The problem is that for a financial […]
Read more.
damned good advice for financial advisors
Maybe this is an opportunity: Picking a good financial adviser is harder than ever for consumers
by Tony Vidler        Choosing a good financial adviser has always been a bit of a leap of faith for consumers I guess, but picking one today is harder than ever.   With the tendency to use search to screen possible contenders, and with most contenders having to use the same acronyms and titles and so on, […]
Read more.
Practice Development: The Danger Of Promoting A Competent Adviser
by Tony Vidler        A genuine danger in practice development is promoting a competent adviser to a role which they are unable to perform well in.  In any organisation there is a real risk that a person is encouraged to rise to their level of incompetence.   This is just as true for the self […]
Read more.
Why Your Advisory Practice Needs 2 Marketing Strategies
by Tony Vidler        When considering advisory practice marketing the primary focus from most advisers is “How much should I spend to get a new client onboard?” While the answer will vary for everyone of course, the typical answer I hear is “maybe a couple of hundred dollars“. It follows that if you want another couple […]
Read more.
How to Position For The Right Referrals
by Tony Vidler        Getting referrals is difficult enough for many, but getting the right referrals is even tougher. It’s always nice to get a referral of course, but it doesn’t help if we do get a referral and it is someone that we just can’t deliver great value to.   So we do want to […]
Read more.
Don’t rush to go “The Extra Mile” in client service just yet…
by Tony Vidler        Go the extra mile and clients will love you, right?   Maybe not.   While I would be the first to say that an area of opportunity for professional services firms to excel in comparison to their competitors is in “providing service”…the answer to getting to more clients on the “satisfied” […]
Read more.