professional development

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key-performance-indicator
Setting The Right KPI’s Drives The Right Results
by Tony Vidler        One of the best management tools anyone has is the Key Performance Indicator – or KPI – as it has the potential to drive the right behaviors that lead to the right results for a practice.  The caveat to that is that the KPI’s must actually be about the right things. […]
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succession-planning
Successful Succession: Lay Out A Career Path
by Tony Vidler        Succession planning is a major issue with an ageing adviser force, many of whom are wondering how to get their decades of accumulated equity out for their own retirement in the next 10 years.  The most popular strategy for making that happen is find somebody who will come into the practice, learn […]
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grow-people-grow-business
The 6 Steps To Growing Your People
by Tony Vidler        Introducing leverage into a professional services firm is most often done through adding people, and growing the people leads to growing the firm.   Finding and developing the right people is one of the greatest challenges for professional services firms, and also one of the greatest opportunities it has for creating […]
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lead-to-manage
Why Your People Fail You
by Tony Vidler        Working with a very good adviser recently who has just taken on staff of his own for the first time in his career he asked me if I could get his new people up to speed for him, as they weren’t quite working out as he would like.  They were failing […]
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coaching-change
Are You (or your people) Coachable?
by Tony Vidler        I didn’t use to ask this question, but I do now when contemplating taking on new clients:   “I can coach, but are You Coachable?”   It’s a tough question perhaps.  It is certainly a confronting question at the very least.  But is an absolutely necessary question.   It is also […]
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best-ideas-for-professionals
The Big Ticks: Best Stories For Professionals 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 are […]
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coaching changes
This is why many Advisers do not grow
by Tony Vidler        Growing productivity – or getting financial advisers to grow themselves and their business capability – appears to be a problem no matter who you talk to in financial services.  And it doesn’t need to be.   All too often the lack of growth in production levels by advisers or the lack […]
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business owner to business owner
Peer-To-Peer Marketing: it’s just one Business Owner to another
by Tony Vidler        Research keeps telling us that peer to peer recommendations, or old fashioned word-of-mouth advertising, is still the most effective form of marketing there is.  Virtually no discriminating consumer today trusts advertising – and virtually all consumers who are prospective professional services clients are discriminating in that they are increasingly selective, wary […]
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professional development for financial advisors
The problem with Professional Development programs
by Tony Vidler Most training programmes for financial advisers end up being vaguely disappointing for the participants. Often the feeling is that the training is a bit too academic or theoretical and hard to implement in one’s practice…but the real reason why training fails is because it doesn’t address all the necessary components.  In order […]
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You got my attention…now what?
by Tony Vidler An area that many advisers struggle with is creating interesting conversations that intrigue clients enough to want to hear more.  It is all well and good getting the attention initially, but what do you do next? In the decision-making cycle most humans engage in, getting attention is simply the first step…but then […]
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