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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as they […]
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best-practice-advice
Meeting Client Expectations Is In The Clients Interests Too, isn’t it?
by Tony Vidler        What constitutes “Best Practice” advice process is a constant work in progress, but it does not develop as rapidly as either technology or client expectations.  In fact, there is a distinct probability that the gap between what professionals call best practice advice and what clients expectations are will continue to widen.   […]
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advisor-risk-tolerance
What is YOUR Risk Tolerance as an Adviser?
by Tony Vidler        Asking financial advisers what THEIR risk tolerance is seems odd to many at first glance.  However, when contemplating what changes should be made in response to more regulatory reform this is the NEXT question which should be addressed after answering the “what do the new rules say I have to do?” question. […]
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How Much You Know Is Not That Important
by Tony Vidler        Today’s professional knows way too much to be used in any given client meeting or engagement.  One of the great skills of the super successful professionals in fact is figuring out what stuff they know which is not useful to any particular client, and then not using it.   That shouldn’t […]
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compliance-focus
Client Focus or Compliance Focus?
by Tony Vidler        I support a compliance focus 100% ….but I support a client focus 100% too.   All too often it is impossible to achieve 100% for both simultaneously though.   Where does a professional compromise? Or does one not compromise?   I think this picture captures the challenge of delivering compliant “best […]
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sales-marketing-for-financial-advisors
Big Ticks: Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as they […]
Read more.
churn or twisting of business
Churning of business: Right? or Always Wrong?
By Tony Vidler, CFP CLU ChFC Churning is a topic guaranteed to generated heated debate.  At one extreme there are advisers whose entire business seems to exist by churning anything and everything that they can get their hands on…regardless of consequences to the consumer.  At the other extreme are advisers who refuse to replace any […]
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Valuing the TIME you sell…and save.
by Tony Vidler One of the most valuable things that financial advisers do for clients is to save the clients own time. How powerful would it be to quantify that in dollar terms for a client? Everyone knows the maxim “time is money”.  Everyone knows that all of us are perpetually trading off one against […]
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Is an ideal prospect worth $2.50 per year to you?
by Tony Vidler An incredibly powerful prospecting tool is the humble newsletter. You can build,and maintain, top of mind brand awareness.  You can establish or reinforce expert positioning.  Your reach can be extraordinary – particularly so with an e-zine or email-based newsletter. In the digital age it can – if done well – become almost […]
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Why torture your clients?
by Tony Vidler Compliance has a lot to answer for. One of the truly negative consequences of evolving best practice advice standards is the trend to torture clients. Now torture is a rather harsh word, and I am sure that globally there is no particular agenda on the part of regulators or professional advisers or […]
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