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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 […]
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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 behaviour to reward.  And what you reward must be a reflection of what you really value in your business, right?   Why is it that so many firms reward nothing more than a […]
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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 […]
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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 […]
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creating a company culture
How to create the culture you WANT in your business
by Tony Vidler        As financial adviser businesses evolve from pure personal services that are entirely dependent on the relationship management abilities of an individual adviser, and they move towards becoming corporate entities  that have a life beyond that of the founder, the culture of the organization becomes critical to its success. Despite the importance […]
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