financial advisor coach

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 318 other followers

sidebar_tony
Facebook: 2831, Twitter: 13061, LinkedIn: 689
Sales Technique Is The Key To Opening Minds
by Tony Vidler        “Sales Technique”…the very phrase sends shudders down the spines of professionals today it seems.  Despite the focus on our increased technical knowledge and the emphasis upon good process, financial advisers do actually have to “sell” – even if they don’t want to face up to that. A large problem for many newer […]
Read more.
How To Get Buy-In From Clients To Full Advice
by Tony Vidler        Clients often want advisers to deal with just one element of financial planning…their current “burning issue” that triggered the need for advice to begin with.  Getting them to engage in full advice can be tough and they need to understand what you CAN do for them, and where your knowledge and skills […]
Read more.
What is “Good Content” For Advisers To Use?
by Tony Vidler        Nearly every advisory firm says “we need more prospects“.  sure, more prospects helps build a business but what builds a business faster is good prospects who are a right fit, and who don’t really consider going anywhere else when the time is right for them to use an adviser.  And frankly […]
Read more.
Blending Old Ways With Modern Comms To Get Attention
by Tony Vidler        Blending the old and the new can be a great way to get attention in the digital world, and there are few better examples than this one from an older adviser who was happy for me to share it.  He generates excellent engagement and responses…and it is so simple! Remember the […]
Read more.
The Value of GETTING Good Advice
by Tony Vidler        If you believe in the value of advice, then it makes sense to believe in the value of getting good advice for yourself – or rather, for your business. Nearly every small business can benefit from having a robust governance structure providing strategic input (and insight), additional skills, accountability and excellent […]
Read more.
Maybe the client IS the problem
by Tony Vidler        What you think is the problem is not always actually the problem.  Sometimes the person is the problem. Sometimes, maybe, the client is the problem rather than you. Before talking about clients though allow me to use a non-client example.  Picture the scene: a partner in a practice is telling me about […]
Read more.
Financial Advisers Should Be Coaching
by Tony Vidler        Coaching is about changing behaviour in order to change results. Advising is telling people what, and perhaps how, something should be done.  Advising is basically “having the answer” and telling someone what it is in its most simple form.  Coaching is a blend of telling and teaching, monitoring and managing, and, […]
Read more.
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 […]
Read more.
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 […]
Read more.
Building Your Reputation: Talk About The Elephants In The Room
by Tony Vidler        When Accountants struggle to be highly trusted then financial advisers are going to have a real battle doing so.  If the Accountants only get rated as “Highly trusted”  in professional ethics and honesty by less than half the population then what chance that an Insurance Broker will rank higher in the […]
Read more.