Sales & Selling Archives - Page 10 of 12

Is that Prospect really a prospect?

by Tony Vidler How do you know if a prospect is really a prospect, or if they are just yanking your chain? We’ve all had the prospects who seem to be engaged but turn out to be complete time-wasters. They just cannot bring themselves to say “no thanks”. They cost a ton in […]

Don’t know how to make great visuals? No worries…

by Tony Vidler Visual aids sell. Great visuals increase comprehension and speed of information absorption. Apparently the brain processes visual information 60,000 times faster than text. Well…I don’t know if the “60,000” is actually a fact but I found it on the internet, so it must be true. I am sure too that regardless […]

The key to successfully networking with Accountants

by Tony Vidler The key to successful professional networking is as simple as creating a win-win…everyone knows that. Networking with accountants will be successful if you know what the “win” looks like for them. Advisers historically – for all their networking and personal sales and relationship management skills – have not been terribly successful […]

Incentives For Clients: What is appropriate?

by Tony Vidler What incentives are appropriate for encouraging clients to refer other clients? Are incentives appropriate at all? Some would even ask “Why provide incentives at all? Surely if the product or the advice is good value in itself then no further incentive is needed?” These questions around incentives for promotions […]

How to use your most valuable online real estate well!

by Tony Vidler 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 allowance, and even […]

The first sale you have to make…

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 credentials […]

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 […]

How do you prepare clients to recommend you?

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 […]

For Client Presentations Going Low-Tech Works

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 […]

The Gordian Knot of Getting Referral Business

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 […]

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