certified financial planner

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 323 other followers

sidebar_tony
Facebook: 2831, Twitter: 13272, LinkedIn: 689
unbundle-financial-advice
Unbundling Planning To Get More Client Engagement
by Tony Vidler        Unbundling planning creates higher numbers of prospects and clients engaging in full financial planning, and can lead to higher revenue per client as well.  More clients engaging in more comprehensive advice and creating higher lifetime value per client.  That has to be worth thinking about doesn’t it?   When we try […]
Read more.
Make your professional designations mean something to clients
by Tony Vidler        Why aren’t more financial advisers using their professional designations and qualifications better? There is no doubt that there has been an increasing proportion of advisers pursuing professional designations, and an increasing number of niche choices in doing so, and there are more advisers with more acronyms than ever before.   Do […]
Read more.
Consumers won’t use Financial Planners until they know what we do…
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 […]
Read more.