Change is the New Normal for Financial Advice Businesses
GUEST COLUMNIST – TONY VIDLER
Financial advice is not going through some changes; constant change is the new normal, writes business coach Tony Vidler...
Whatever regulatory...
Prospecting – Fish at Your Feet First
GUEST COLUMNIST – TONY VIDLER
Business coach Tony Vidler says that when it comes to fishing for future clients, it's often easier to start with...
Value Your Time – Eliminate Tyre Kickers
GUEST COLUMNIST – TONY VIDLER
Business coach Tony Vidler says being properly valued for your expertise and eliminating time-wasters is a perennial issue for financial...
‘Average Kiwi’ Can’t Afford Insurance
This week, strong reader interest was sparked by comments from a leading economist highlighting what he sees as significant life insurance affordability challenges...
While there...
Tips to Get Clients to ‘Act Now’
GUEST COLUMNIST – TONY VIDLER
Business coach Tony Vidler says one of the ongoing challenge is getting people to “act now”...
Acting sooner rather than later...
How Can You be Sure Your Advice Will Pass the Test?
Attracting strong reader interest this week was a feature article looking at what advisers can do to protect themselves when a client raises a...
Why Advisers Face Fee Resistance
GUEST COLUMNIST – TONY VIDLER
There is always the possibility of fee resistance in delivering financial advice, and how advisers present their services is a...
Seven Megatrends That Will Change Financial Advice
Advisers are being urged to proactively adapt to changes in clientele, products, technology, and business structure to stay competitive.
The authors of Advice 2030: The...
Call for Lenders to Better Support Advisers
The Finance and Mortgage Advisers' Association of New Zealand (FAMNZ) is putting pressure on lenders following claims consumers are getting preferential treatment over advisers.
FAMNZ...