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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 […]
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 […]
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 […]
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 […]
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 […]