financial advice Archives - Page 15 of 41

10 Steps to an EFFECTIVE Marketing Plan

by Tony Vidler There are 10 big steps to developing an effective marketing plan. “Effective” in this context means a marketing plan which will get you enough of the right sort of customers for the resources you have available. Getting results with the limited time and money you have in other words. The 10 […]

Imagine if we REALLY were 100% honest with clients

by Tony Vidler We are expected to be 100% honest with clients, and total honesty with clients is a wonderful concept but 100% honesty in all things with our clients would kill the relationships and kill the industry. Don’t get me wrong: I believe in full transparency and ensuring consumers get all the information […]

How EXCEPTIONAL advisers use their time is not like the average!

by Tony Vidler Time management is where there is a huge difference between elite advisers and the average advisers. in fact, it is one of the biggest differentiators that help the best performers stand out and excel. However, the difference isn’t about micro-managing time slots, or about having better time management systems. It is […]

How The Greatest Advisers Become Great

by Tony Vidler The greatest advisers tend to be doing similar things to the other great advisers usually, and very few of them seem to be doing something that nobody else could do either. They just execute better. The financial advisers who consistently achieve sustained expltraordinary growth and performance are typically superb on at […]

New Adviser Hires: getting the relationship right

by Tony Vidler One of the most common options for leveraging your professional practice is more adviser hires, however getting more advisers is itself is often a path to frustration and disappointment for business owners because it simply has not been thought through. Everyone begins with great intent: the owner really does want new […]

The case for using Case Studies

by Tony Vidler One of most powerful marketing tools appears to be one of the least used in professional services. Case studies work so well in professional services because so much of what we can do for clients, or the outcomes they get from working with us, remain a mystery to the non-clients. Great […]

Compliance Can Be Torture For Consumers

by Tony Vidler Compliance has a lot to answer for. Compliance can be torture for consumers, and that is not good for them or the industry. One of the truly negative consequences of evolving best practice advice standards is the trend to torture clients with excessive paperwork. Now torture is a rather harsh word, and […]

2 things to look for when hiring a Virtual Assistant

by Tony Vidler As cost pressures mount and margins decrease for many professional service firms they are increasingly looking to hire “virtual” staff. That is, staff who are not necessarily permanently on the payroll, and definitely not permanently on the premises needing “housing”. India and the Philippines are probably leading the charge in providing […]

10 Reasons why an Advisory Practice just stays “practicing”

by Tony Vidler Why is an Advisory Practice called a “Practice”? I think it is because more often than not the business is mostly practicing to be a business. When a “practice” has actually made it then everyone calls it “a firm”. THE common denominator in a Practice appears to be that the Principle, […]

Not all clients are equal…well, not equal value anyway

by Tony Vidler Let’s talk about one of those elephant in the room things: not all clients are equal for a professional service firm. As human beings they might all be equal, but as clients they are not. Each client relationship has a commercial value….and a commercial cost. Each therefore has varying profitability, and […]

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