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5 Simple Steps To Audit Yourself
by Tony Vidler How can an adviser be confident their advice is good before trouble starts? In other words, how do you audit yourself? There are 5 key things that the adviser must do – and be able to evidence afterwards – to show that they have worked for the benefit of the client, […]
by Tony Vidler Creating content that customers want is not as hard as advisers think it is. It is continually suggested by financial advisers that it is difficult to create articles and tips which their customers will enjoy and value and which support the rest of their marketing and customer service strategies. Financial Advisers […]
The Top 10 Tips for Advisers to get some LinkedIn value
by Tony Vidler Advisers use of LinkedIn generally leaves a lot to be desired and too many treat it as a static display of their CV. It is a networking platform upon which too few actually do any networking. To get good value from it follow the basics of networking that you already know…engage in […]
Generalist V Specialist: Is it harder to be a sprinter or a decathlete?
by Tony Vidler Generalist or specialist? This is an ongoing dilemma for many financial advisers and there is a widely held belief that becoming the specialist is harder to do. But is it really? Let’s look outside the world of professional services and into the highly competitive, no-room-for-mistakes, world of the Olympic athlete […]
by Tony Vidler Prospecting seems to remain the biggest day to day business problem for financial advisers, yet prospecting has never actually been easier. If you polled 100 advisers with this simple question I would wager that more than half would answer: “getting enough new business prospects to meet my business objectives”. Prospecting […]
by Tony Vidler Great regular producers are those who continually deliver good revenue results every week or month (depending on what your measurement period is). Week in, week out, they never miss a beat and just keep pumping the numbers through. They are elite. Elite high performing advisers, like elite athletes, have high performance […]
by Tony Vidler I am losing track of how often I get asked “which CRM do you recommend?” It is a huge decision for a professional service business, and an area where every solution offered seems to fall a little short in one aspect or another. The problem is that for a financial […]
Maybe this is an opportunity: Picking a good financial adviser is harder than ever for consumers
by Tony Vidler Choosing a good financial adviser has always been a bit of a leap of faith for consumers I guess, but picking one today is harder than ever. With the tendency to use search to screen possible contenders, and with most contenders having to use the same acronyms and titles and so on, […]
Adviser Succession: What do buyers of financial practices look for?
by Tony Vidler The irony of adviser succession discussions is how few of the advisers considering the topic seem to consider how to get a better return on what is often their biggest investment – their practice. Sellers simply do not appear to think too deeply about what buyers will value and pay premium […]
by Tony Vidler The opportunity to grow your professional services firm by gaining new clients has probably never been better because consumers want to talk to you. On the back of the sudden realisation in 2020 that markets do not go up forever, and cash reserves really do help, and it is worthwhile transferring […]