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lead-generation
2 Things To Do For Social Media Lead Generation
by Tony Vidler        When it comes to using social media for lead generation it would appear that the majority of professionals still have reservations about the effectiveness of it as a marketing strategy.  Yet, everyone they know uses social to connect, research, engage and decide on future actions.   It is clear that consumers […]
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manage-producers
How to develop your revenue producers
by Tony Vidler        Managing other revenue producers inside your practice is a heck of a challenge, even if you’ve got history as a sales manager.  For many practitioners developing their own practice that experience of building and developing a team – and developing the individual producers within a team – is a venture into […]
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what-is-good-content
What is “Good” Content To Use In Your Marketing?
by Tony Vidler        With prospects taking longer than ever to convert into clients, “good” content has become king as that is what keeps them engaged as they move along their buying journey.  Notice I said “good” content…..not just any old content.   But what is “good”?  Content which is good is the content which […]
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innovate
Innovate to Differentiate (it CAN be done by professional services firms)
by Tony Vidler        There is a perception that in order to innovate one must receive a flash of inspiration.  A blindingly brilliant epiphany-like moment.   Sometimes that happens.  More often than not innovation is a deliberate process of breaking down and reinventing, or rather, it is about re-imagining.   The process is itself relatively […]
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prospecting
Which Prospects Are Worth YOUR Time?
by Tony Vidler        The way prospects engage with professionals has changed, and it is logical for us to change how we engage with prospects also.   In the old days we qualified prospects on the basis of a clearly identifiable need, the capacity to pay, approachability, and “insurability”.  This last one evolved over time […]
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insurance-cover-amount
How to get Clients to agree to the right cover level
by Tony Vidler        It can be challenging getting clients to agree to what we know is the right cover level for their insurance needs.  Whatever numbers we come up with analytically and logically are greeted with disbelief more often than not.   Considering that most clients see most insurance most of the time as […]
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centre-of-influence
The 4 Parts To Getting The COI Gatekeeper Onboard
by Tony Vidler        The potential Centre-Of-Influence that you want to network with is the gatekeeper to the clients you want to work with, and there are generally 4 things that stand in the way of them agreeing to let you in.   It makes sense to address those 4 things right at the outset and […]
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great-practice
This is how a Great Practice is built
by Tony Vidler        To make the transition from being a great adviser with a good job to a great adviser with a great practice there are a number of key decision points and areas which have to be done well.  Get them right, and in the right order, and a great professional practice is […]
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insurance-loading
How To Present Adverse Decisions
by Tony Vidler        That sinking feeling you get when an insurer comes back with an adverse decision and you have to present it…basically telling the client that actually, they are a higher risk of something bad happening….it is an unpleasant and stressful time for a financial adviser.   Presenting these adverse decisions such as […]
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fee-discount
When – and how – To Discount Your Fees
by Tony Vidler        As a general rule I don’t recommend that a professional discount their fees, as it tends to undermine their entire value proposition.   Discounting fees usually moves a professional from being an expert with highly specialised and valuable knowledge to someone simply selling hours of billable time in a consumers mind. […]
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