value

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 315 other followers

sidebar_tony
sales-marketing-for-financial-advisors
Big Ticks: Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for those giving professional advice which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as they […]
Read more.
get-attention
8 Seconds to Get – or Lose – That Prospect
by Tony Vidler        You will gain or lose potential clients in just 8 seconds….well, actually it is a lot less than that.  The clock is ticking…and a lot faster than many realise.   In reality you have 3 seconds or less to get them to engage with you and your message, or they are probably […]
Read more.
adviser-value
What Problems Do You Fix?
by Tony Vidler        In the struggle for professionals to define a value proposition perhaps one of the easiest ways to do so is to begin by asking “What problems do we fix?”   It is a simple question for sure, but it cuts to the chase.  It helps us zero in on what it is […]
Read more.
client-value
WHERE do you add value?
by Tony Vidler        In the continual search for differentiation strategies and creating a strong sense of “value received” by clients one of the ways to think about how to stand out is to consider where you choose to try and add value in the prospects buying path.   There are a number of fairly […]
Read more.
sales-marketing-for-financial-advisors
Big Ticks: Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as they […]
Read more.
sales-marketing-for-financial-advisors
Big Ticks: Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as they […]
Read more.
out-of-business
Advisory Firm’s That Are “Going Out Of Business” Without Even Realising It
by Tony Vidler        I have a strong sense that a lot of advisory firms are “going out of business” at the moment and don’t even realise it.   Markets are going well, and commission and fee rates are still at the high end of the scale, and there are still plenty of consumers using […]
Read more.
differentiate
Dependability: The differentiator every professional can use?
by Tony Vidler        While talking to a very experienced and successful adviser recently I asked him what he put his phenomenal success down to.   He said: “I am dependable”. As simple as that…a 40 year record of happy clients and success in financial services is summed up.   He doesn’t claim to be the […]
Read more.
do-you-know-your-customer
Re-think what you THINK you know about your customers
by Tony Vidler        I think that it is time to re-think what advisers think they know about their customers.   Insurance is sold, it isn’t bought, right?   People don’t value advice, right?   Really?   If you haven’t had a look at the excellent “World Insurance Report 2016” by Capgemini then you should, […]
Read more.
cashing-in-on-advice-qualifications
Make your professional designation mean something to clients
by Tony Vidler        In a time where so many professionals struggle to identify and articulate their value to consumers I have to wonder why aren’t more professional financial advisers using their designations and qualifications better?   Does it mean anything to potential clients?   Often it doesn’t.  And the reason it doesn’t is because […]
Read more.