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How to get clients to agree to cover levels


ADVISER LIBRARY

The Adviser Library is a resource area for Subscribers.  To learn more click on the video just above. To enquire about becoming a Subscriber contact us

Each of the six sections below are secure login areas only.  Designed for NZ financial advisers, they contain hundreds of documents and tools for the use of paying clients.  The Adviser Client Content section on the next page is also a subscriber area.  All other resources on the site are complementary.

To find something in particular on the website:

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Coaching and mentoring for financial advice professionals is what Strictly Business Ltd & Tony Vidler do mostly, and best.

A key element in building a successful practice that is often overlooked is having a business mentor or advisory board member to your professional financial services firm who can enhance the governance, business processes and strategic thinking capacity - all of which add real long term business value to a practice.

At individual adviser level significant value can be created through coaching and mentoring sales process, sales skills, or delivering sales training and providing guidance to financial advisers that builds better performance, client satisfaction and sales results.  

Genuine and unique expertise is delivered by Tony Vidler in the areas of defining value proposition (or USP); branding of both the individual financial adviser and/or the financial planning or financial advice practice; engagement marketing strategies that produce results (particularly in the areas of content marketing, use of social media, and, digital marketing); and providing templates, guides, tools and expert consultancy in building best practice financial advice process that produces better performance for financial advisory businesses.

The bottom line is we will get you more customers, and grow your revenues.

 
Tony Vidler: tony@strictlybiz.co.nz