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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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5 Simple Steps To Audit Yourself
by Tony Vidler        How can an adviser be confident their advice is good before trouble starts?  In other words, how do you audit yourself?   There are 5 key things that the adviser must do – and be able to evidence afterwards – to show that they have worked for the benefit of the client, […]
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good financial advice
Are you giving good advice, or giving what they want?
by Tony Vidler        Giving good advice is different to giving people what they want, isn’t it?  Most financial advisers can do both, and many do in fact deliver both. That is, they often give people what they want because that is after all what the consumer wanted….and the consumer is the boss and has the […]
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Which CRM is right for you?
by Tony Vidler        I am losing track of how often I get asked “which CRM do you recommend?”  It is a huge decision for a professional service business, and an area where every solution offered seems to fall a little short in one aspect or another.   The problem is that for a financial […]
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damned good advice for financial advisors
Maybe this is an opportunity: Picking a good financial adviser is harder than ever for consumers
by Tony Vidler        Choosing a good financial adviser has always been a bit of a leap of faith for consumers I guess, but picking one today is harder than ever.   With the tendency to use search to screen possible contenders, and with most contenders having to use the same acronyms and titles and so on, […]
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Who Does That Adviser Work For?
by Tony Vidler        Which financial adviser is going to be right: the one who charges a fee; the one who is “free”; or; the one charging a commission?  Or is it the one who does all of these?     Well I suggest that it depends on what you are hoping for and what you […]
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Are you a GOOD Adviser?
by Tony Vidler        Another week and another bad adviser horror story in the local press…yet, another week and thousands more consumers work with their good adviser privately and attract no headlines. They just make progress quietly towards their savings or investment goals, or protecting their families, or building financial safety nets, and so it goes […]
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The Financial Advisory World Has Changed…For Good.
by Tony Vidler         Well there is no way now that we can think the financial advisory world will stay the same.  It has been signalling dramatic change for a few years, but the changes are now escalating at an even more dramatic rate than anyone could have predicted. It feels like it is all […]
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The Right Way To Present An Advice Recommendation
by Tony Vidler        When you are presenting quotes or recommending product solutions, are you still giving the prospect a few choices, like 3 perhaps? Don’t do it.   Consumers are onto it, so as a “sales technique” it loses impact…and it was never fabulous technique to begin with.  More importantly, it undermines your professional […]
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Compliant Advice: Paper Beats Scissors Every Time
by Tony Vidler        When it comes to compliant advice Advisers really need to grasp that they are playing a game of “Rock, Paper, Scissors” with every client engagement now. There almost certainly will be an instance where a client throws the Rock…. We try to beat it with Paper. Complaints authority or regulator takes to […]
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