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: 7618628, Twitter: 14054, LinkedIn: 689
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 […]
Which would you rather be: a Brilliant Technician, and bored, or the 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. Virtually no emphasis upon […]
The missing ingredient in professional development: SKILLS
by Tony Vidler We are awash with recommendations on how to “improve the advice business”. 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. Much of what they say has merit of course, […]
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. 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 waste of time as means of […]
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 […]
by Tony Vidler My advice to staff and advisers alike may seem odd….”get out and make more mistakes” Dangerous advice! Reckless even perhaps…. …however it is the best way to grow. It is also the only way to innovate or to implement anything you’ve imagined as a possibility. Finding new ways or trying […]
by Tony Vidler In times of great change, as we are currently facing, there is a prevailing thought amongst most business owners or managers that they are responsible for making the necessary internal changes to deal with all those external changes. Apart from the risk to the sanity and health of anyone running a practice […]
by Tony Vidler One of the best management tools anyone has is the Key Performance Indicator – or KPI – as it has the potential to drive the right behaviors that lead to the right results for a practice. The caveat to that is that the KPI’s must actually be about the right things. […]
by Tony Vidler Succession planning is a major issue with an ageing adviser force, many of whom are wondering how to get their decades of accumulated equity out for their own retirement in the next 10 years. The most popular strategy for making that happen is find somebody who will come into the practice, learn […]
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 […]