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common-client-experience
Reaching todays “common client”
by Tony Vidler        Reaching todays common client is not easy for professionals.  They are easy to find for sure, but reaching them and getting their attention is something else again.  When you consider how a buying process happens today it becomes a lot easier to understand why it is so hard – and what […]
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Robo-Advice is here, and it is helping Advisers be better at giving advice!
by Tony Vidler         Apparently a fair proportion of advisers still do not believe that robo-advice will have a serious impact upon their business.  It will of course, and in many respects it is helping advisers to be better at what they do…giving advice.   The term “robo-advice” creates an image immediately of a machine replacing […]
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The Advisory Practice Of The Future: Advisers Should Include Robo’s
by Tony Vidler        Robo’s are a threat to advice businesses in much the same way that a chilly bin is a threat to the sale of refrigerators. Most of us own both and use both, right? The advisory practice of the future will also be embracing multiple ways of delivering what consumers want…sometimes a […]
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valuing advice
Properly Valuing Financial Advice
by Tony Vidler        When it comes to valuing your advice to clients what is a “fair” rate or price?  $100 per hour seems pretty cheap for any professional – plumbers cost more than that, right? But what about $1,000 per hour? That’s not actually a bad rate if someone can create $5,000 of value […]
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what's in it for me
Answer the only question that matters and prospects will give you what you want
by Tony Vidler        The only question that matters to prospects is “W.I.I.F.M?”  The big “what’s in it for me?” question is the only question that matters when we are dealing with a prospective customer…someone who WE want to talk more to, but who doesn’t yet want to talk to us.   So what is […]
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content marketing for financial advisors
Sharing your content: how much leg should you show?
by Tony Vidler        When it comes to content sharing, how much is too much?  Or not enough?  To use the old and incredibly politically incorrect line: “how much leg should a lady show?”    General disclaimer to begin with: I m not inviting allegations of sexism and general trashing of whatever reputation I have […]
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what is value
What IS value to your prospect?
by Tony Vidler        It may seem an obvious question; but do you know what “value” IS to your prospective clients?   Value can be determined by any individual in any number of ways of course, and what is valuable to one person is not necessarily so to another. Or what is valuable at one […]
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adviser-value-proposition
What is NOT a Value Proposition…and what is.
by Tony Vidler        Value Proposition. It is the value that you propose to deliver to a potential customer.   What it is not is anything other than the value you propose to deliver to them.   Seems simple enough, doesn’t it?   Apparently it isn’t though.   Pretty much every professional you talk to […]
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How can we get the Value Of Advice message out more effectively?
by Tony Vidler         We need to get the “Value Of Advice” message out more effectively as it just doesn’t appear to be resonating with enough of the consumers, particularly in challenging times.    There has been an increasing emphasis upon understanding the value of advice in the last decade and most research concludes that advice […]
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Where to begin with creating a Value Proposition?
by Tony Vidler        Creating a compelling Value Proposition is difficult, but if it is achieved it becomes central to a professional’s marketing.   The Value Proposition is in effect your promise to your target market: “This is what I will do for you” is what it says in simple terms.   The problem that […]
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