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clients-you-don't-want
Some customers you don’t want
by Tony Vidler        Some customers you just don’t want, because not all customers are good customers for us.  Even some of those who look like they commercially viable customers we just don’t want.    There are some who can use our help..want our help…but that doesn’t mean they are good clients for us.  Most […]
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best-practice-advice
Best Practice Advice Means Meeting Client Expectations Too, doesn’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 do.  In fact, there is a distinct probability that the gap between what professionals call best practice advice and what clients expectations of best practices are  continue […]
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happy-client
Creating Happy Clients Is Not Enough
by Tony Vidler        Creating and keeping happy clients IS essential for the success of a professional practice.  There is no question about that.  But is it enough to help a practice grow at a greater than industry average pace?   I don’t believe so.   Being a great practitioner and running an efficient & […]
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the right advice style
How To Deliver The “Right Advice” In The “Right” Way
by Tony Vidler        Delivering the right advice consists of getting 2 things right: delivering advice that will work for the client, and delivering it in a manner which will result in the client taking action  upon the advice.   Getting both of those right is no simple thing.   The first of them is […]
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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 […]
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