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
Facebook: 2831, Twitter: 13699, LinkedIn: 689
Innovation in delivering Financial Advice: Does it have to be this way?
by Tony Vidler “Innovation” and “delivering financial advice” do not usually go together for the majority in the industry. The way advice is delivered by tens of thousands of professionals tends to gravitate to the same methodology. There is safety hiding in the herd, right? Then the type of advice delivered by tens […]
Your Philosophy MIGHT Be Your Real Point of Difference
by Tony Vidler Advisers often struggle to articulate their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning. So most advisers think carefully about such things and build up a philosophy based upon their formal learning and real world experience that shapes their advice […]
by Tony Vidler Perhaps the greatest challenge for practices wishing to grow their people, profitability and professional standards is determining what behaviour to reward. And what you reward must be a reflection of what you really value in your business, right? Why is it that so many firms reward nothing more than a […]
Dependability: The differentiator every professional can use?
by Tony Vidler While talking to a very experienced and successful adviser recently I asked him what he put his phenomenal success down to. He said: “I am dependable”. As simple as that…a 40 year record of happy clients and success in financial services is summed up. He doesn’t claim to be the […]
How to create the culture you WANT in your business
by Tony Vidler As financial adviser businesses evolve from pure personal services that are entirely dependent on the relationship management abilities of an individual adviser, and they move towards becoming corporate entities that have a life beyond that of the founder, the culture of the organization becomes critical to its success. Despite the importance […]