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Position Advice Properly – as Coaching!
by Tony Vidler The perennial challenge in selling advice is positioning it as valuable, and we should think and talk of it as it really is: coaching. Giving advice is all about analysing the desired outcomes for clients, weighing up the possibilities, deciding on the optimal way forward and then managing the behavioural […]
by Tony Vidler Do you really know what your clients want? A classic mistake that professionals tend to repeat is assuming that their clients all want the same thing, which coincidentally is the very thing that the professional specialises in. There are usually 2 things wrong with this assumption: clients are not all […]
To Be a Recognised Expert You Must Be Willing To Be A Target
by Tony Vidler One of the things I often suggest to professionals as a costless and effective way of marketing themselves is to get quoted in industry, local or national media. When that happens you then should make sure your target market knows about it. It is a promotional opportunity, and one which helps […]
by Tony Vidler Blogging is one of the best business development tools for professionals wanting to establish expertise and authority publicly. The statistics tell us that it matters to the people who we want as customers, even if you personally don’t feel there is much merit in blogging. For instance: Companies in […]
Many financial services firms & advisers have mistaken asset allocation calculator questionnaires for risk tolerance tests.
Here are 10 common myths about risk tolerance.