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The key to successfully networking with Accountants
by Tony Vidler The key to successful professional networking is as simple as creating a win-win…everyone knows that. Networking with accountants will be successful if you know what the “win” looks like for them.   Advisers historically – for all their networking and personal sales and relationship management skills – have not been terribly successful […]
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Financial Adviser Titles: What’s in a name?
by Tony Vidler        Do financial adviser titles matter?  A good question given the number of advisers who seem to try and elevate their professional positioning by referring to themselves as something other than “a financial adviser”.  You know what I mean….financial advisers who have titles like “Risk Mitigation Specialist” or “Personal Financial Manager”….     Something […]
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Pro Bono Pays In The Long Run
by Tony Vidler        Pro bono is a novel concept for many in an evolving profession – working for free for the public good.  But pro bono pays in the long run in a number of ways for a professional.  It may sound counter-intuitive but giving away your knowledge, skill and time for free is a […]
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Let’s be honest with our honesty
by Tony Vidler        Disclosure is back on the regulatory agenda again, and the rules will undoubtedly be changing yet again.  There is no doubt in my mind that disclosure of costs, fees and conflicts enhances trust and professional credibility.  However, there is also no doubt in mind that disclosure can be taken so far that […]
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What is the point of an expensive CRM system?
by Tony Vidler        An adviser who plans on being in the business for another couple of decades asked what the point is in paying for an expensive and fancy CRM system. Honest.  He did ask that. He has a list of clients in Outlook and has the clients home addresses, phone numbers, and sometimes […]
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three-dimensional-marketing
3D Marketing: There IS more than one dimension
by Tony Vidler         There is a tendency for those in professional services to see marketing in a single dimension whereas it really is multi-dimensional. Typically marketing is seen as being one of two quite different things – and neither are entirely right in themselves. It is either something “strategic” and broad and slightly fuzzy, […]
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