purpose

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 298 other followers

sidebar_tony
Facebook: 7618628, Twitter: 14056, LinkedIn: 689
How To Get Buy-In From Clients To Full Advice
by Tony Vidler        Clients often want advisers to deal with just one element of financial planning…their current “burning issue” that triggered the need for advice to begin with.  Getting them to engage in full advice can be tough and they need to understand what you CAN do for them, and where your knowledge and skills […]
Read more.
Here is how to explain, and show, your value to a client in 10 seconds
by Tony Vidler        I am a massive fan of drawing little diagrams to explain technical ideas, but they are also a fabulous way of articulating the more nebulous concepts that people struggle to grasp.   One of my favourites is a very simple picture that anyone can scribble on a cocktail napkin in 10 […]
Read more.
How are you planning to differentiate and stand out?
by Tony Vidler        You have to differentiate to stand out and attract business…but where do you do that. How do you do that? Well, it begins by thinking strategically about where you want to do it.   I remembering reading way back in one of the academic tomes on marketing that there were 5 […]
Read more.
10 Reasons why an Advisory Practice just stays “practicing”
by Tony Vidler        Finally I’ve worked it out after years of wondering why a “Practice” is called a “Practice”. I think it is because the business is mostly practicing to be a business.  When a “practice” has made it everyone calls it “a firm”.   THE common denominator in a Practice appears to be […]
Read more.
Which would you rather be: a Brilliant Technician, and bored, or the Orchestrator running the show?
by Tony Vidler        Professional development is all the rage…the regulators and the professional associations and training providers in the compliance space are all putting it top of mind continuously.  And virtually all of them have an extremely narrow focus when it comes to the concept of developing a professional.   Virtually no emphasis upon […]
Read more.
"Be Someone" if you want to stand out and succeed.
by Tony Vidler        A professional service business built around a product is not a good service business.   A professional service business should be built around either the “service” part, or the “professional” part.  Or perhaps both.   Many of todays professionals seem to still not get it though, and think marketing is about […]
Read more.
When you cannot think of a better way to market yourself, try this…
by Tony Vidler        When all else fails and you are at a loss to market your particular value as an adviser, the safest marketing path is to sell “convenience”.   We all know, because we all do it, it is simply more convenient to go to the supermarket than an array of specialty shops.  […]
Read more.
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 […]
Read more.
10 Mistakes That Advice Businesses Keep Making
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 […]
Read more.
The Strategic Approach To Practice Development
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 […]
Read more.