financial adviser Archives - Page 19 of 44

The 6 Steps Of Succession Planning

by Tony Vidler Unless you plan to work to the grave all practice owners need to be thinking “succession planning” at some point – preferably as early as possible. Maybe right even from the beginning of your practice. Succession planning is simply about working out how to exit the business at your preferred […]

How Effective is Advertising For Lead Generation?

by Tony Vidler Lead generation advertising is one of those things that every firm considers and is willing to do…but only if they are confident it will work. And every firm has seen too much of it that doesn’t work to have confidence in spending big money on lead generation advertising. Yet, there is […]

Are you just swimming in circles, or do you have a strategy?

by Tony Vidler To ensure business success you must have a strategy. But where do you begin with designing a business strategy? It isn’t quite as hard as you may think…. First, you need to decide what you want to be known for, which then makes it relatively easy to work out […]

A Value Creation Model For Advisory Firms

by Tony Vidler Challenging times test whether we are truly delivering value, and whether we have a good value creation model for the advisory firm. Is the practice focussed upon the areas where it can improve in its value delivery to clients…does it even know which areas they are? Where do we need to […]

Note to self: Must take charge of my own brand

by Tony Vidler I listened to a good friend, who is also a client and a good centre of influence and an advocate, explain what I do to someone else. End result: I must take charge of my own brand, because this experience provided a shining example of why some prospects see us the […]

A simple approach to getting clients to ACT now

by Tony Vidler We often find ourselves giving good advice only for clients to then dawdle over the implementation of it. Getting clients to act NOW is a challenge. Not acting on the advice presents a range of “risks” for clients of course as well as being frustrating for the adviser, and possiblu jeopardising […]

What do Life Insurance customers want?

by Tony Vidler One of the questions that continually vexes professionals is “what do customers want?“ In the life insurance area of financial services the answer is even tougher to find than usual, because insurance for virtually all consumers is an absolute grudge purchase. When we think about it logically every person who buys […]

A surefire way to get a Prospect to choose You!

by Tony Vidler You are ALWAYS competing to have the next prospective client choose you. In fact, even with existing clients who are still deciding on whether to follow the next piece of advise, there is a decision being made about whether to choose to follow it…or choose “you” as it were. We are […]

How to engage clients in a review of financial advice

Your Philosophy MIGHT Be Your Real Point of Difference

by Tony Vidler Advisers often struggle to articulate their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning. So most advisers think carefully about such things and build up a philosophy based upon their formal learning and real world experience that shapes their advice […]

When it is time for a business name makeover?

by Tony Vidler Where do you start when it is time to get a makeover for your business? Change the business name? How do you even know when to think about it seriously? The “when” is driven by whether your business is growing at the rate you expect, and attracting new clients. If it […]

financial adviser

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox