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How to make Effective Recommendations
Useful Tools to put in your case...
There are several pages within the Tools section (check the drop-down boxes on the nav bar under the TOOLS tab)...
The purpose of this area is to provide useful and practical tools and information for New Zealand financial advisers.
Most coaching material created by Strictly Business is for clients of course, so for access to ALL templates, guides & resources you might wish to become a Subscriber to the Adviser Library.
Coaching and mentoring for financial advice professionals is what Strictly Business Ltd & Tony Vidler do mostly, and best.
A key element in building a successsful 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.