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
Is Acquisition – or Merger – Worth It?
by Tony Vidler Many firms facing increased overheads and infrastructure costs in the next few years are considering acquisition or merger strategies as a survival or growth strategy. Generally there appears to be 5 main reasons that advisers suggest as their reasons for acquisition of another business. They are: 1. Get new […]
Anchors away! How to work out which clients to drop
by Tony Vidler More clients is good, right? How many are enough for a typical adviser though? 1,000? 2,000? 200? And then the plan is “drop some clients, and build it back to up whatever the ideal number is/was with better clients.” Let’s begin by challenging a big myth pervading many practices, being that […]
by Tony Vidler Succession planning is a major issue with an ageing adviser force, many of whom are wondering how to get their decades of accumulated equity out for their own retirement in the next 10 years. The most popular strategy for making that happen is find somebody who will come into the practice, learn […]
The 3 Barriers To Adviser Business Success (& one can be deadly)
by Tony Vidler There are 3 distinct barriers every adviser must manage in their career. Each of them is a defining point which can see the end of the advisory career….but Barrier 3 is where most founders flounder. Barrier 1 is simply getting enough new business and clients to earn a living and survive […]
Big Ticks: Best Stories For Professionals 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 […]
The Big Ticks: Best Stories For Professional Advisers This Week
By Tony Vidler CFP CLU ChFC 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, […]
by Tony Vidler Recently I discussed the irony of many financial advisers not understanding how to get a better return on what is often their biggest investment – their practice. We highlighted areas where advisers can grow the value of their business – and get that better return they dream of when selling. If you […]
by Tony Vidler Should financial advisers care about the public at large? The people who are NOT our clients? Those who don’t pay us anything? Absolutely. When one considers “professionalism”, and the attributes that define a professional, you quickly come to the conclusion that a unique characteristic of the genuine professional is a commitment to […]
by Tony Vidler. A common topic of discussion these days is whether an adviser should buy another practice – or more commonly, whether they should just buy a book of business from another practice. The typical reasons suggested for wanting to grow through acquisition are: 1. Get new clients 2. Increase business […]