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Be like the Private Banker in order to become invaluable
by Tony Vidler Emulate “the Private Bankers” is the sage advice of Dr Phillip M. Randall for advisers when it comes to combatting the multiple pressure points of rising consumer expectations, technology-driven and cost-focussed solutions, and the trend for “self management” in all things by clients. I had the pleasure of spending a little […]
The Big Ticks: Best Stories For Professional Advisers 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 […]
by Tony Vidler.How much do you really think a good customer is worth to you? Most financial advisers will easily (I hope!) work through the basic formula of the average fee/sale per customer multiplied by the number of transactions they have with you each year, and then multiplied by the number of years you expect […]
by Tony Vidler. Understanding the needs of different types of customers is essential in order to get your value proposition, service offering and process as RIGHT as you can to attract the right types of customers for your business. Broadly speaking there are two groups of potential customers; 1. Transactional focus 2. Relationship based The […]