financial adviser coach Archives - Page 2 of 5

Compliant Advice: Here are the only 3 things that matter

by Tony Vidler Whenever the topic of compliance, or the “advice process”, comes up most advisers see themselves like this: Everyone is throwing everything at you with the sole intention of destroying you, right? As a consequence, compliance is largely considered a burden. As is usually the way of these things a substantial body […]

Clients need to be reasonable and meet expectations too

by Tony Vidler It is not unreasonable to have reasonable expectations, is it? Whenever we enter into an agreement with somebody else to work together on anything it is fair to say that we both have expectations about how the arrangement is going to work. That applies whether the arrangement is moving into a […]

How One Successful Financial Planner Gets New Business

by Tony Vidler The one question that continually gets thrown to me is “What are other advisers doing that is successful for them?” Every so often one is willing to share their trade secrets, and this is how one local successful financial planner gets his business, and that he was happy to share: He […]

Your key for unlocking endless creative content ideas

by Tony Vidler How we engage with prospective customers has changed fundamentally in the last few years, and smart operators know that delivering engagement and meaningful content is critical to establishing authority, credibility and relevance for your target market. In fact, ongoing engagement while consumers choose when they will engage is 90% of the […]

How to do client video testimonials the right way!

by Tony Vidler Testimonials are good for business – but we all know that, right? Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far […]

If you have no better way to market yourself, there is this…

by Tony Vidler When all else fails and you are at a loss to market yourself effectively the easiest marketing path is to sell “convenience”. One thing you can count on is that there will be a significant proportion of the market place that values convenience above all else. We all know, because we […]

The times are a changin’…Business as usual is a dead end!

by Tony Vidler The difference between any two professional practices filled with well qualified and well meaning people is usually that a different culture exists in each. All businesses develop a “way we do things here” over time…whether they meant to or not. A culture evolves within the business…whether you wanted it to or […]

Sales management is more than “make the troops jump through hoops”

by Tony Vidler The majority of professionals running practices have superb technical competency, and often have significant commercial management skills, but a very common shortcoming is “Sales Management” experience or skills. The typical result of this shortcoming is that management of the revenue producers in a professional practice becomes a matter of making the […]

Let Your Prospects Try-Before-They-Buy

by Tony Vidler “try before you buy” is a great way of removing risk for a consumer from a big purchasing decision, isn’t it? We can learn from the retail sector here because they figured this out years ago. One of the toughest challenges is getting customers to switch brands or products. You know […]

What are we really “selling” in Professional Services?

by Tony Vidler It is a simple enough question but knowing what we are REALLY selling makes a profound difference to an advisers’ business success. So what are we really selling? People in the industry tend to answer by saying “product”….people think they are selling insurance product, or wealth creation products, or taxation products….or […]

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