develop producers Archives

The 3 Keys To Attracting Your Successors – and attract the talent

by Tony Vidler It is one thing to atract talent to your firm, it is quite another to attract successors with the right talent though. Many financial advisory firms see the need to create leverage and handle their own succession issues through recruiting new advisory talent but struggle to do it successfully. The main […]

Being clear about what matters most actually matters most

by Tony Vidler Sometimes contracts just don’t provide clarity for the people who work for you. And being clear about what matters for them matters more than just about anything else when it comes to getting the best from your people. When you are running a professional services business there is one thing you […]

Where should your Professional Development focus be: becoming a Brilliant Technician or an Orchestrator running the show?

by Tony Vidler Professional development is all the rage…the regulators and the professional associations and training providers in the compliance space are all putting it top of mind continuously. And virtually all of them have an extremely narrow focus when it comes to the concept of developing a professional. They want to develope brilliant […]

The missing ingredient in professional development: SKILLS

by Tony Vidler We are awash with recommendations on how to “improve the advice business” and enhance professional developement. Regulators, politicians, consumer groups, product manufacturers…competing business models that look to bypass advice entirely….all of them are making a lot of noise about how advice delivery can be improved and where professionals involved in the […]

Are You AND Your People Clear About What YOU Want?

by Tony Vidler Pretty much everyone running a business hates having to come up with job descriptions for their staff. Your people hate them too usually. A statement which may have been correct at a moment in time to describe a role, and the role is subject to constant change…they are pretty much a […]

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 […]

Which Clients To Keep; Which Ones To Fire

by Tony Vidler More clients is good, right? But when you have plenty of clients on the books the question becomes which clients to keep. Or which ones to get rid of. Actually, advisers should be constantly asking these questions regardless of how big their book of clients actually is. They are not questions […]

Selling Change Inside Your Own Practice

by Tony Vidler External challenges and changes mean we are often selling change – or the need for yet more change – inside our own practices to our own people. And that becomes yet another challenge, as change is frequently resisted. What practice owners often don’t understand though is what it is that is actually […]

The Right KPI’s Drives The Right Results

by Tony Vidler If you want the right results in a practice you have to set the right KPI’s because what you reward determines what behaviour you get, and what behaviour you get is determined by how your people see themselves being measured. One of the best measurement tools any manager can have is […]

How to develop your revenue producers

by Tony Vidler Managing other revenue producers inside your practice is a heck of a challenge, even if you’ve got history as a sales manager. For many practitioners developing their own practice that experience of building and developing a team – and developing the individual producers within a team – is a venture into […]

develop producers

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox