coach Archives - Page 4 of 6

Beware of…well…just beware when giving advice!

by Tony Vidler Times have never been more dangerous for giving advice..and it is a time for financial advisers themselves to beware of consumers. Well, perhaps not consumers per se, but certainly all the interested parties who say they represent consumers interests. It is not just the increasing oversight from regulators and professional scrutiny from […]

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 […]

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 […]

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 […]

Generalist V Specialist: Is it harder to be a sprinter or a decathlete?

by Tony Vidler Generalist or specialist? This is an ongoing dilemma for many financial advisers and there is a widely held belief that becoming the specialist is harder to do. But is it really? Let’s look outside the world of professional services and into the highly competitive, no-room-for-mistakes, world of the Olympic athlete […]

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 […]

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, […]

Could you be a Thought Leader Adviser?

by Tony Vidler A big phrase of recent times for anyone in professional services is “Thought Leadership”. Everywhere you turn someone is writing or saying “be a thought leader”…and nearly every audience asks “what is a Thought Leader, and how do you get there?” To put it in its most simple terms, it […]

Do You Practice Enough To Be Elite?

by Tony Vidler Elite financial advisers do things that average advisers won’t do. They practice stuff before going to market with it for instance. The best in any field practice before trying to win out on the field. In the advisory business that means practicing presentations of course…but it also means embracing roleplay to […]

“Always Be Coaching”, NOT “Always Be Closing”

by Tony Vidler Coaching clients is a concept which is beginning to gain traction with financial advisers, and for many this is a new line of thinking. After all, they were taught that “you should always be closing”, right? No matter what else you are doing with prospective customers, and no matter what they […]

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