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: 2831, Twitter: 13739, LinkedIn: 689
What is the missing ingredient in your marketing campaign?
by Tony Vidler There are some great and clever marketing campaigns put together by professional services firms and their marketing advisers, and they often get “good” results. Typically one thing stops them from getting great results: The follow through. Just like a great golf swing, what happens in the first half is only…well…”half […]
How to get clients to act in the short term on long term advice
by Tony Vidler It can be incredibly difficult to get some customers to act. Especially getting them to act on advice “now” which won’t pay off for quite a long time. You know they should. They know they should. They need to get on with it and take some action sometimes. Easier said than done […]
by Tony Vidler Prospecting seems to remain the biggest day to day business problem for financial advisers, yet prospecting has never actually been easier. If you polled 100 advisers with this simple question I would wager that more than half would answer: “getting enough new business prospects to meet my business objectives”. Prospecting […]
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 […]
by Tony Vidler Great regular producers are those who continually deliver good revenue results every week or month (depending on what your measurement period is). Week in, week out, they never miss a beat and just keep pumping the numbers through. They are elite. Elite high performing advisers, like elite athletes, have high performance […]
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 […]
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, […]
Making the move from Product Rep to a valued Personal Financial Adviser
by Tony Vidler Being a valued financial adviser is the goal, right? Well it is difficult to considered yourself “valued” if you don’t place a value upon your own expertise or worth to the client. It is even more difficult for prospective clients to consider you valuable if you do not place value upon […]
by Tony Vidler The opportunity to grow your professional services firm by gaining new clients has probably never been better because consumers want to talk to you. On the back of the sudden realisation in 2020 that markets do not go up forever, and cash reserves really do help, and it is worthwhile transferring […]
The 4 Actions Needed To Create A Personal Service System That Pays Off
by Tony Vidler An ongoing challenge for any service business is to create “Mass Personalisation”, or something akin to a factory production line that delivers constant quality efficiently, but which still feels personal to the end user. In professional services it is creating and efficient and affordable business system that allow mass actions […]