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
Sanity Check: A Statement Of Advice should be a “statement”
by Tony Vidler When it comes to providing advice in writing to a client there is undoubtedly unnecessary complexity. In fact the proverbial “Statement Of Advice” has become anything but a “statement”. It generally takes the form of a tome… A “tome is a scholarly work…usually large, heavy and laborious in its detail. A […]
Meeting Client Expectations Is In The Clients Interests Too, isn’t it?
by Tony Vidler What constitutes “Best Practice” advice process is a constant work in progress, but it does not develop as rapidly as either technology or client expectations. In fact, there is a distinct probability that the gap between what professionals call best practice advice and what clients expectations are will continue to widen. […]
By Tony Vidler One of the best marketing ideas I have come across is the “Second Opinion” service. The concept is brilliantly simple, and firmly centred upon providing sound professional advice. You provide a service to the colleagues of your clients that is a professional opinion on the suitability of the portfolio, products […]
by Tony Vidler When describing the ideal communication to clients we often refer to the words used by the regulators, or law, to guide us. A consistent, idealistic, principle continues to be promoted which says client communication must be clear, concise and effective. Nothing very new in that really – we’ve all heard that before. […]
by Tony Vidler One of the most popular articles I have written was a short piece on the necessity for reducing Statements of Advice in size. It seems the message to reduce the complexity – to stop producing documents for a courtroom rather than a client – hit a collective nerve. In an increasingly risky […]