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...
Advisers Not Ready for The Great Wealth Transfer
A survey out of the UK has found 69% of advisers there don’t have a plan to work with the next generation of clients...
Your Reputation is Your Brand
GUEST COLUMNIST – TONY VIDLER
For most advisers the only brand that truly matters is, or should be, their reputation, writes business coach Tony Vidler.
When...
Create Top Of Mind Awareness – Without Being A Nuisance
GUEST COLUMNIST – TONY VIDLER
Developing your brand should create awareness of you and your offerings, and help ensure you are the first person potential...
The Risks of Marketing a Service as ‘Free’
GUEST COLUMNIST – TONY VIDLER
In a world where nothing is really 'free', and with consumers being more switched on and connected than ever before,...
Old Techniques to Generate New Business
Our story that emphasised the importance for advisers to prioritise actions that drive business results, rather than simply keeping busy, sparked strong interest this...
Professional Triage – Targeting the Immediate Need
GUEST COLUMNIST – TONY VIDLER
Advisers need to recognise when triage is required, as opposed to when ongoing nursing is needed, writes business coach Tony...