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telephone track closing
Getting attention & positive engagement on the phone
By Tony Vidler  CFP  CLU  ChFC There is some methodology to getting a listeners attention and positive engagement on the telephone…it isn’t just good luck!   Of course, there is structure and methodology in building effective and entire telephone track.  It should be a core skill for any adviser, and yet, so few seem to […]
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telephone track closing
Getting the right style and structure in a telephone track
By Tony Vidler  CFP  CLU  ChFC Being able to build an effective telephone track is a core skill for any adviser, and yet, so few seem to understand how to build one.  It is perhaps one of those “lost sales skills” from the last decade or so, where new entrants into the advice industry have […]
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Incentives For Clients: What is appropriate?
by Tony Vidler        What incentives are appropriate for encouraging clients to refer?  Or to just call you to seek additional advice? Or to promote a particular concept or product?   Why provide incentives at all?  Surely if the product or the advice is good value in itself then no further incentive is needed?   These […]
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valuable linkedin marketing
How to use your most valuable online real estate well!
By Tony Vidler  CFP  CLU  ChFC The most valuable piece of online “real estate” any professional has today is their LinkedIn Summary section.  It is searchable content, and there is LOADS of room to tell your story or compelling points of difference, or highlight your expertise….yet so many professionals barely use 50% of the space […]
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the sale you have to make
The first sale you have to make is…
by Tony Vidler        There is a sale that advisers have to make, before they make a sale.  The first sale that has to be made is YOU.   Advisers often tell me they are struggling to get potential clients to engage.  The increasing compliance and documentation of advice, and the need to establish professional […]
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transition to business
Lost Sales Skills: How to “get down to business”
By Tony Vidler The advice industry has lost a lot of sales skills, and it needs them. If we are to help consumers make better decisions and change behaviour then we have to be able to help convince them to change.   The first tension point for today’s professionals is how to transition from the […]
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trial closing
Lost Sales Skills: Trial Closing Techniques Are Still VERY Useful
By Tony Vidler Trial closing techniques from the world of sales are still very useful for modern professionals wanting to figure out whether their prospective client is getting onboard with the advice or not.   Nobody likes to be “closed” by a sales person, and we sure don’t want prospects to feel like we are […]
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Position Advice Properly – as Coaching!
by Tony Vidler        The perennial challenge in selling advice is positioning it as valuable, and we should think and talk of it as it really is: coaching.   Giving advice is all about analysing the desired outcomes for clients, weighing up the possibilities, deciding on the optimal way forward and then managing the behavioural […]
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Do you know what your clients want? Really?
by Tony Vidler Do you really know what your clients want?   A classic mistake that professionals tend to repeat is assuming that their clients all want the same thing, which coincidentally is the very thing that the professional specialises in.  There are usually 2 things wrong with this assumption:    clients are not all […]
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principle of scarcity
How to tap into the Principle Of Scarcity – and create some urgency for clients
By Tony Vidler The Principle Of Scarcity One of the more powerful principles of influence is the Principle Of Scarcity: people tend to want what they perceive as being limited, or difficult to get.   That is a difficult principle for professionals to tap into most of the time as the products and services that […]
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