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Referrals Not Converting? This may be why…
by Tony Vidler Too many referrals today are not converting into clients for too many professionals – and all too often the professionals are puzzled about why that is. Typically it comes down to us not looking good enough on line. Todays referrals usually do a quick search before deciding whether to meet […]
by Tony Vidler Having clients recommend you remains the best marketing tactic there is, bar none. Despite plenty of research is telling us that our future clients are making buying decisions differently today, than say 5 years ago and despite the impact of online content and search many consumers still ask their friends and […]
by Tony Vidler Great regular producers are those who continually deliver good revenue results every week or month (depending on what your measurement period is). Week in, week out, they never miss a beat and just keep pumping the numbers through. They are elite. Elite high performing advisers, like elite athletes, have high performance […]
Making the move from Product Rep to a valued Personal Financial Adviser
by Tony Vidler Being a valued financial adviser is the goal, right? Well it is difficult to considered yourself “valued” if you don’t place a value upon your own expertise or worth to the client. It is even more difficult for prospective clients to consider you valuable if you do not place value upon […]
by Tony Vidler As client presentations become more compliance-focused, lengthy, and technical in nature there is an corresponding increase in client dissatisfaction with financial advice. Coincidence? I think not. There has been a trend for years for financial advice, particularly comprehensive financial plans, when presented to clients to be “too clever” with clients not necessarily understanding […]
by Tony Vidler Getting referral business is hard…but oddly enough it is also easy. Lots of advisers say they get all their new business from referral, but when you dig into things it seems that actually they don’t get a lot of referrals. The ones they get are great, but they don’t get loads […]
Using LinkedIn To Get Business: When Is It Time To Go To The Premium Version?
by Tony Vidler LinkedIn is basically a business-to-business networking tool, but the challenge is knowing when you should be using Linkedin to get business. The free version is fine for establishing a profile, but the question then becomes “How do you know when it is time – or worth your while – to upgrade from […]
by Tony Vidler Elite financial advisers do things that average advisers won’t do. They practice stuff before going to market with it for instance. The best in any field practice before trying to win out on the field. In the advisory business that means practicing presentations of course…but it also means embracing roleplay to […]
by Tony Vidler Coaching clients is a concept which is beginning to gain traction with financial advisers, and for many this is a new line of thinking. After all, they were taught that “you should always be closing”, right? No matter what else you are doing with prospective customers, and no matter what they […]
by Tony Vidler A well established economic AND behavioural principle is that people generally will have higher demand for that which is relatively scarce. Less of something makes it more valuable, right? It is a pretty sound principle that consumers tend to have a higher want for what is perceived to be harder to get […]
Ten Advisor Websites That Stand Out From the Crowd
Team XYPN breaks down ten of the best financial advisor websites and what helps them stand out from the rest.