Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 0, Twitter: 13971, LinkedIn: 689
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 […]
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 […]
"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 […]
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. […]
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 are the Top 10 things that separate the top advisers from the rest: 1. Have a vision of success The process of building a great, sustainable practice starts with having a clear vision of what you, as the founder and leader of your practice, want it to look and feel […]
by Tony Vidler Where do you start when it is time to get a makeover for your business? How do you even know when to do it? Well I’d suggest “when” is driven by whether your business is growing at the rate you expect, and attracting new clients. If it isn’t achieving that, then […]