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: 14056, LinkedIn: 689
Are you willing to pay the price?
by Tony Vidler It is always worth drifting and sifting through some classic books during the holidays and one which threw up a core concept which is worth revisiting was The Feldman Method, by Andrew H. Thomson. Ben Feldman is revered by many as one of the greatest insurance salesman of all time, […]
Are you just swimming in circles, or do you have a strategy?
by Tony Vidler Where do you begin with designing a business strategy? It isn’t quite as hard as you may think…. First, you need to decide what you want to be known for, which then makes it relatively easy to work out where you need to compete in the market place. In […]
Focus On 3 Things To Make Next Year The Best Year Ever
by Tony Vidler There are so many things you COULD plan to work on to improve next year, but what REALLY matters? It is easy to get caught up in making lots and lots of plans and goals and arranging to be incredibly busy working “on” your business to accelerate its growth, but […]
Here is how to work out WHERE to compete in the market
by Tony Vidler A problem for many of todays professionals is figuring where to compete in the market…or rather, which area of expertise or service offering to lead with in their marketing efforts. Once the target market clients have been worked out (so we know who we want to appeal to) we have […]
by Tony Vidler Just one question should be dominating practitioners minds at this stage of the year: How will next year be better? HOW is the critical word here. Professionals are great at setting goals and targets. They are great at analysing and doing the numbers that tell them what activity at the […]
The Weekly Action Plan That Produces Consistent Results
by Tony Vidler Having an action plan for every working week that produces consistent results is a challenge for many professionals. Part of the challenge is that outside forces place a lot of emphasis upon “doing things right”, but the commercial needs of the firm or individual practitiioner need to be to be […]
The Big Ticks: Best Stories For Professional Advisers This Week
by Tony Vidler Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they […]
Vision: Because your future has to start somewhere.
By Tony Vidler, CFP CLU ChFC Vision is the thing that initially drives all progress. Somebody’s view of how something can be…will be….is the catalyst for achievement of great change. Who will ever forget the power of one mans vision: “I have a dream….”? His vision of how the world could be. […]
The Financial Adviser business opportunities post-regulation
by Tony Vidler The industry training for financial advice in New Zealand recently conducted a fascinating study into the NZ advice industry. The study by The Skills Organisation explored the composition of the industry, especially in terms of employment status, level of learning and areas of business focus. Even a couple of years after regulatory […]
by Tony Vidler As the year draws to a close and we are nearly embracing the joy of Christmas, I have been reflecting upon what makes Christmas wonderful for so many of us – and what we may be able to take from that and use in the year ahead. What makes Christmas such a […]