client service strategy

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 299 other followers

sidebar_tony
Facebook: 7618628, Twitter: 14056, LinkedIn: 689
The "service" bit in your service business just might be the best ROI
by Tony Vidler        The standout burning issue for most professional services firms remains attracting and developing new business, and advisers have a lot of distractions.  The thing that is often compromised is existing client service as advisers deal with all the change and try to remain commercially viable.   Yet, the most valuable investment […]
Read more.
How To Balance Satisfied Clients With Profitability
by Tony Vidler        What impact on practice profitability does this have: “Despite ongoing efforts to improve service, positive customer experience levels decreased significantly across the world”   This was from a report released a little while ago on the performance of the insurance sector globally, and it highlights a real dilemma for practitioners.   […]
Read more.
Be Prepared To Get The 80% Of Practice Revenue That Is Just Waiting For You
by Tony Vidler         You know that there is a good chance that something like 80% of your practice revenue will come from about 20% of your clients…but do you leave that to chance?   We are talking about your best clients of course being that 20% who produce the lion’s share of the income, […]
Read more.
Should you be marketing to your existing clients?
by Tony Vidler        What do you want most from your marketing: 1.  More customers, or, 2.  More revenue?   Most marketing efforts are aimed at trying to convince strangers to bring their business to you.  New clients are good of course, and are in fact vital for the long term success of a business.   […]
Read more.
A Value Creation Model For Advisory Firms
by Tony Vidler        “Innovate or die” said Peter Drucker.  Innovation is of course about finding new ways to create value.   Have financial advisers been innovating in recent years?  Have they been finding new ways to create value?  If not, does it mean they are slowly slipping towards their commercial death?   Many have […]
Read more.
Being valued as a financial advisor
Become more valuable to clients by making it easier
by Tony Vidler        One of the key concepts that advisers must grasp is the need to be valued for the advice and coaching they provide, rather than their value being linked to a product solution.   A massive opportunity exists for advisers to remove complexity from their clients lives, and in turn, be valued […]
Read more.
next-year-planning
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 […]
Read more.
digital-marketing
Taking Charge Of Our Digital Moments Of Truth
by Tony Vidler        Sooooo much is done via digital engagement today by our clients and prospects that there literally hundreds of “moments of truth” for our practice on a daily basis.  A “moment of truth” is that instant during interaction with our firm when a customers expectations are tested.  The rise of digital interaction means […]
Read more.
competitive-strategy
Do you actually have a Strategy?
by Tony Vidler        I get it: coming up with a competitive strategy can be hard.  But it is even harder if you don’t know what “strategy” is to begin with.  And if you don’t what strategy is and haven’t deliberately decided what yours is, then you are destined to bob along in the general stream […]
Read more.
advice-firms
The Next Strategic Evolution For Advice Firms
by Tony Vidler        There’s a classic cartoon that shows the way forward for advice firms when it comes to how they must evolve.  It is called “The evolution of an entrepreneur” and even though it is aimed at those starting out, it captures where the advice industry has come from and where it currently sits […]
Read more.