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
Why make it hard for people to like what you do?
by Tony Vidler It takes a lot of thought and effort to create content for your target audience, and nothing is more frustrating than creating something which you think is marvellous (if not perfect!) only to find that it goes nowhere because nobody knows about it, and nobody shares it around. It doesn’t have […]
You are a professional? So what? That doesn’t mean I trust you.
by Tony Vidler As a consumer, a user of professional services myself, I’m tired of hearing from professionals that they should be trusted just because they are labelled professionals. Recently, and for only about the zillionth time, I asked “the question” that I always ask professionals, and got “the answer” that I pretty much […]
By Tony Vidler There comes the time in our engagement with a prospect or client where we discuss future referral possibilities, and the traditional way of helping people zero in on possibilities is to drop the “who do you know who….” bomb. It is a bomb too. It gets dropped into the middle of […]
by Tony Vidler Building a great business is rarely the result of a single champion taking on the world. The champion business owner is usually the captain of a team that has taken on the world. Of course, for the team to become champions the captain has to have them focussed on doing the […]
By Tony Vidler If we want to give ourselves the best chance possible of influencing clients and prospects to change course, which is what professional advice is all about really, then there is no doubt that the words we choose to use can make an enormous difference. Enough experts have done enough research over […]
In Process there is Profit! (But you DO have to herd some cats to get there)
by Tony Vidler The great news for anybody actually reading this post is that the headline already turned a bunch of your competitors off. That word “process” is just deadly for so many advisers today that too many won’t have bothered reading beyond the word. It has become associated simply with compliance, […]
By Tony Vidler Go the extra mile? 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 oddly enough in…uuhhhm… “providing service”…the answer to getting to more clients on the “satisfied” side of the line is […]
Have you made a woopsy with your website, like I did?
By Tony Vidler It pains me to say it, but I just had to re-learn to put what I think is cool and important to one side, and re-focus on what clients actually think is important. About 5 years ago I launched my website, and a blog, and they were obviously the coolest and […]
Robo-Advice? Bring it on! It will be GREAT For Business…
by Tony Vidler One of the major benefits of the intense interest and investment which has gone into creating Robo-Advice models is that institutions are investing a heck of a lot into researching why and how customers are buying financial products. For years the financial services industry has worked with theories such as “insurance […]
Trying To Promote Your Independence? Then don’t make this BIG mistake…
By Tony Vidler There is one really big mistake that many advisers who wish to be seen as fully independent make repeatedly. By “independent”, I am not referring to a regulators interpretation of the word, but being an independent business which is not overtly aligned to one or product manufacturers. Running an independent business, and […]