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Why torture your clients? Because of compliance?
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 […]
by Tony Vidler I am a professional. I am a salesman. These two things are not contradictory. I sell stuff. It seems like I’m selling my time these days…sometimes a product….sometimes it is just selling concepts and possibilities. But I sell. And I think I am a professional too. Why do we […]
by Tony Vidler Professional and selling are apparently 2 words which according to many just don’t go together these days…except they really do. I’ll go further in fact and say that professionals MUST be selling, but, selling must be professional. While there is an absolute requirement to place the clients interests above all […]
by Tony Vidler A constant question for many advisers, particularly when they’ve been sitting about over a break quietly contemplating the road ahead, is what do they have to do to prepare, or adapt? Obviously there is enormous uncertainty about what lies ahead for advice businesses; some of it predictable and some of […]
Innovation, not originality, is the key to better business.
by Tony Vidler Everyone wants to grow their business, and everyone is looking for new ideas to do it. But nearly everyone wants the magical original idea that nobody else has ever thought of before, that will guarantee results quickly. Innovation is by definition original, but originality is not necessarily the same as […]
by Tony Vidler A traditional marketing practice for financial advisers has been sending “pre-approach” sales letters to prospective clients. It seems that very few still do it, and yet I am often asked if they are worthwhile, and if so, how does one get the best results from them? Here’s the no frills, […]
by Tony Vidler The elite performing financial advisers are substantially better at positioning themselves professionally than average advisers are. That positioning really pays off too: surveys suggest that they get 2.5 X MORE business from new clients than average advisers. And to really highlight the performance difference they are getting vastly higher business levels […]
by Tony Vidler One of the most popular articles I have written was a short piece on the necessity for reducing Statements of Advice in size. It seems the message to reduce the complexity – to stop producing documents for a courtroom rather than a client – hit a collective nerve. In […]
by Tony Vidler Every lead is gold, and ideally every lead would result in conversion to a client. The conversion rate really is often the difference between getting a good return on your prospecting and marketing efforts, or perhaps getting no return at all. The short cut to better conversion is often a […]
How Big Is The Goldmine WITHIN An Advisers’ Practice?
by Tony Vidler Just how much opportunity is sitting inside the typical adviser practice? How much new business is waiting inside that existing database? It Is Usually A Goldmine. A report from a couple of years ago highlights the point: A lot of clients do not give advisers all their investable funds. […]
"Each client is unique; as advisers, we face new situations every day. I wish there was some technology that helped advisers with this challenge," says Vida Jatulis. What tech do you wish we had that hasn't been invented yet? ow.ly/3D7r30qhyCE