Send us an email or contact directly. You can also stay in touch by connecting on LinkedIN, following on Twitter, Google +, Pinterest or Facebook. Just click on the icons at the top of the page, or the bottom right, to connect. |
"Tony brings an incredible perspective for coaching advisers, thanks not only to his extensive experience working with advisers over the years, but also due to his volunteer work with the Institute of Financial Advisers, and his efforts to connect with advisers globally and bring home ideas, concepts, tools, and techniques that can be applied in New Zealand. Be certain to connect with Tony if you have the chance... or at least follow him virtually through his Financial Adviser Coach blog!" Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL. Pinnacle Advisory Group. |
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It is mobile friendly and full of good sales, marketing, best practice and practice management tips for all financial advisers.
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Here's a deal for Advisers! |
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Get the resources and ideas you need for building a better business and getting more revenue by subscribing to the Adviser Library for only $65/month.
Get both for only $100 per month. |
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Adviser Library Subscription Details
Times have been tough for NZ financial advisers, so Strictly Business put together a way of delivering coaching without you paying for a whole coach... The adviser businesses who will prosper in the new world will be those who approach the issues as a professional athlete would. Get your basics right. Get a great coach. Put in place the processes and habits that ensure success. Practice. Listen. Learn. Then perform. If you want to be top of your game in financial services distribution you know you will need to do more than ever before - do you have all the skills? Can you create ongoing referral generation business systems? Do you have the necessary processes? Have you worked out how to improve customer service strategy & operations? Do you know why should customers should choose you? The tools that can help you put in place the right strategies for all of these issues can be found in the Adviser Library - and more are added every month!
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If you would like to become a Subscriber to the Adviser Library then please send a quick note from here and we can arrange it for you, or |
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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. |
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