expert witness
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.
Facebook: 2831, Twitter: 13061, LinkedIn: 689
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.
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.
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.
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 […]
Read more.
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 […]
Read more.
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, […]
Read more.
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 […]
Read more.
Should you give a sly kickback to referrers?
by Tony Vidler One of the ethical challenges for professionals is how to appropriately recognise the value of a great referrer or Centre-Of-Influence. A little kickback on the sly? Hardly professional. Don’t talk about it and pretend there is no commercial significance? Not great for maintaining trust long term. It doesn’t have to become […]
Read more.
Don’t rush to go “The Extra Mile” in client service just yet…
by Tony Vidler Go the extra mile and clients will love you, right? Maybe not. While I would be the first to say that an area of opportunity for professional services firms to excel in comparison to their competitors is in “providing service”…the answer to getting to more clients on the “satisfied” […]
Read more.
It’s Prime Networking Time!
by Tony Vidler There are two types of advisers at this time of year: 1. those who begin finding it tough to close out the game 2. those who are already started on a new game. Typically in December & January most clients are trying to close out their own business games….get THEIR jobs […]
Read more.
© 2018 Tony Vidler - Business Adviser. All rights reserved. Design by neromotion_