coaching and mentoring

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 322 other followers

sidebar_tony
Facebook: 2831, Twitter: 13061, LinkedIn: 689
buying a financial planning business
What you need to know if you buy to grow
by Tony Vidler        As many advice businesses reach maturity it is common to consider whether they should “buy to grow”.  Should they buy another practice, or more commonly, should just buy a book of business from another practice.     The typical reasons suggested for wanting to grow through acquisition are: 1.  Get new […]
Read more.
coach-your-people-to-grow
How To Coach Your People To Greater Success
by Tony Vidler        One of the best ways to improve results for your firm is to coach your people to greater levels of professional and personal success, rather than merely “managing” them.   There is a huge difference between coaching and managing…and while managing has its place, it is actually only one aspect of […]
Read more.
grow-people-grow-business
The 6 Steps To Growing Your People
by Tony Vidler        Introducing leverage into a professional services firm is most often done through adding people, and growing your people leads to growing your firm.   Finding and developing the right people is one of the greatest challenges for professional services firms, and also one of the greatest opportunities it has for creating […]
Read more.
center of influence referral marketing
Bring Back The Long Lunch…it will be good for your business!
by Tony Vidler        Tom Peters suggested many years ago that one of the most effective marketing activities a professional could engage in were weekday lunches. 250 of them in fact over the course of the year.     That is perhaps a bit excessive in today’s environment (and for ageing waistlines), but the concept […]
Read more.
coaching-change
Are Your Clients Or Staff Coachable?
by Tony Vidler        Here is a question we should ask when contemplating taking on new clients:   “I can coach, but are You Coachable?”   It’s a tough question perhaps.  It is certainly a confronting question at the very least.  But is an absolutely necessary question…even if we don’t ask the client directly, it […]
Read more.
How does culture create lasting success?
by Tony Vidler          If you doubt that culture can create lasting success, then consider this: Imagine a sports team (or club if you prefer) that competed continuously for well over 100 years and during that time had a winning record against all comers of over 83%?  The best that every nation on earth can […]
Read more.
coaching changes
This is why many Advisers (and practices) do not grow
by Tony Vidler        Growing productivity – or getting financial advisers to grow themselves and their business capability – appears to be a problem no matter who you talk to in financial services.  And it doesn’t need to be.   All too often the lack of growth in production levels by advisers or the lack […]
Read more.
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 […]
Read more.
What to do when team members are under-performing
by Tony Vidler        Inevitably there will be a time when one or some of your team are under-performing.  Not under-performing to the point where the decision to terminate them is actually quite easy, but under-performing to the point where it is just aggravating because you just feel that they should be doing better. Figuring […]
Read more.
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 […]
Read more.