practice management

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 322 other followers

sidebar_tony
Facebook: 2831, Twitter: 13061, LinkedIn: 689
It’s Prime Networking Time!
by Tony Vidler        There are two types of advisers at this time of year: 1.  those who begin finding it tough to close out the game 2.  those who are already started on a new game. Typically in December & January most clients are trying to close out their own business games….get THEIR jobs […]
Read more.
Crisis Communications: Sending Virtual Hugs
by Tony Vidler        ok…maybe it isn’t appropriate for professionals to actually send virtual hug memes.  But then, maybe it is.  It all depends on the relationship you have with the client doesn’t it?  For some it might indeed be right….but that isn’t really the point of this article. It is the concept of “sending virtual […]
Read more.
The Words We Choose To Use Have Power
by Tony Vidler        If we want to give ourselves the best chance possible of influencing clients and prospects to change course, which is what professional advice is all about really, then there is no doubt that the words we choose to use can make an enormous difference. Enough experts have done enough research over enough […]
Read more.
Creating A Value-Based Strategy
by Tony Vidler        One of the toughest things for professional services firms to do – especially those that operate in the advice space – is settle on a strategy to guide the decisions in building the business. It is helpful to consider strategy from a very broad perspective to begin with, and settle on […]
Read more.
Time Management Problem? Try Planning Your "Perfect Week" To Begin With…
by Tony Vidler        Why is time management such an issue for professionals when they are good at planning? We can take it as a given that financial advisers and financial planners are good at planning generally.  And they are very good at operational planning, which is that stuff that often gets referred to as […]
Read more.
You Need A “Tight 5” For Ongoing New Business Success
by Tony Vidler        You want new business and new clients, right? When it comes to building an audience of influencers, advocates, raving fans and interested spectators who will all send business your way, it all begins with having your own Tight 5.  If you follow rugby you probably know where I am heading straight away, […]
Read more.
How to validate your preferred solutions
by Tony Vidler        Most experienced advisers have preferred solutions that they go to first.  But the variety of preferred solutions from those very good  advisers often concerns regulators and industry observers…and that’s usually because there is a process lacking for validating those preferences. Everyday the situation arises where one adviser recommends Company A as a […]
Read more.
Here is how to explain, and show, your value to a client in 30 seconds
by Tony Vidler        I am a massive fan of using simple diagrams to explain technical ideas, but they are also a fabulous way of articulating concepts that people struggle to grasp. One of my favourites is a very simple picture that anyone can scribble on a scrap of paper in 30 seconds, which is […]
Read more.
Eliminate tyre kickers, and value your expertise properly
by Tony Vidler        Being properly valued for your expertise and eliminating the time-wasting tyre-kickers is an ongoing problem for many financial advisers.  That is even more true for those making the transition from purely commission-based remuneration to generating fee-paying work where they are charging for that time or expertise. Managing the remuneration transition whilst also […]
Read more.
If you still need more clients then you probably need different skills
by Tony Vidler        Financial advisers who need more clients need to be better marketers than salespeople in todays environment.  For most that means they probably need new, or more, skills.  Not more technical skills; more commercial skills.   While financial advisers have been figuring out how to get ever-more-compliant and deliver yet-more-paper over the […]
Read more.