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You know it is time to review the marketing plan when…
by Tony Vidler It seems advisers think this is the time of the year to review their marketing plan…but perhaps any time of the year is the “right” time to review it? The “right time” to review your marketing plan is when it isn’t providing the results you wanted, or needed in your […]
Could Advisers Be DRIVING Revenue To Online Providers?
by Tony Vidler I do keep wondering if advisers realise how much revenue is waiting to be unlocked by them inside their existing business? A little while ago I was talking with a business that provides outsourced client servicing solutions and they provided me with some of their data from working with financial […]
by Tony Vidler So many advisory firms do not realise their potential, and the top mistakes which hold them back are more often than not nothing to with their ability to be great advisers. They tend to fall into the category of being basic commercial mistakes. So the main mistakes that advice businesses […]
by Tony Vidler For any professional services business to realise it’s full potential the owner must take a strategic approach to the development of the practice. In doing so there are 3 general areas of the firm which drive growth and value of the business, and each of those has some sub-sections. The […]
A Good Financial Adviser MUST Consider Risk Management
by Tony Vidler Financial planners and professional advisers who do not tackle risk management issues thoroughly for clients do the clients a disservice. Perhaps that is a little challenging to some of todays professionals, however too many advisers seem to struggle with positioning risk management in their suite of services to clients. It seems […]
by Tony Vidler Here’s a tip you’ll love for improving personal productivity: take more time off if you want to do more business! Clearly you cannot take that advice to an extreme and take the entire year off….there will definitely be a point where “time off” results in diminishing returns….BUT… To really […]
by Tony Vidler Every financial adviser hopes to retire in luxury one day on the proceeds of their business sale. And so they should celebrate and cash in on the decades of building a great business which are usually involved. Years of grind, rejection, self-investment and self-improvement and more than the customary business […]
by Tony Vidler I was given this question in the headline recently and the quick answer is: “When it is delivering the income and lifestyle that you imagined.” However, that benchmark is perhaps misleading. It is potentially an incomplete answer as simply obtaining the lifestyle and income that you want from your […]
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 […]
by Tony Vidler Why is it that everyone tells jokes about lawyers and begrudges their work, yet lawyers tend to do pretty well in business? How is it that lawyers who tend to be pretty awful at marketing their services get so much business? Why is it that so many financial advisers […]