values

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 321 other followers

sidebar_tony

Other useful resources

Facebook: 2831, Twitter: 13061, LinkedIn: 689
How to engage clients in a review of financial advice
Your Philosophy MIGHT Be Your Real Point of Difference
by Tony Vidler        Advisers often struggle to articulate their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning.   So most advisers think carefully about such things and build up a philosophy based upon their formal learning and real world experience that shapes their advice […]
Read more.
your-value-proposition
Answer The 3 Questions That Help Them Choose You
by Tony Vidler        Your marketing objective is simple: Help ideal clients choose you.   The most important word in that sentence was “help“, and that is very different to “convince“, which is the typical marketing approach.  A great marketing process helps prospects move along the buying (decision-making) path by pre-empting their concerns and need […]
Read more.
reward-employee
What You Reward Must Be What You Value, right?
by Tony Vidler        Perhaps the greatest challenge for practices wishing to grow their people, profitability and professional standards is determining what you reward.  And that’s about what you value.  What behaviours you reward must be a reflection of what you really value in your business, right?   Why is it that so many firms […]
Read more.
creating a company culture
How to create the Advisory Firm culture that you WANT
by Tony Vidler        New regulatory expectations for financial advisers include defining and articulating their culture.  How does the advisory firm’ culture get defined requires some deep thinking, but then so too does the matter of ensuring that the culture you defined is actually reflected in your firms’ actions. How do you create the culture […]
Read more.
your story
Be like George…share your story!
by Tony Vidler        Professionals should take a leaf out of George’s playbook and share their story.   Be like George.   Who is George?   He’s just a young man who is trying to get ahead in life and who took the initiative to get out and start marketing himself – and is doing […]
Read more.