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Showing gratitude: Do your clients know that you value them?
by Tony Vidler Silent gratitude achieves nothing. Yet, gratitude is one of the most powerful emotions because it highlights to others that you value them, or what they have done. But gratitude is worthless if you never express it. It also happens to be one of the most simple ways of […]
Good? Fast? or Cheap? What sort of advice is it going to be?
by Tony Vidler A few years ago a university in New Zealand conducted a study to find out where consumers were turning to for financial advice. At the time they found that the number one source of financial advice for most respondents was “newspapers and media”. For 29% of the population that was […]
by Tony Vidler Trust is built over time. It is earned. It is not given automatically to most professionals by most prospective clients at the outset. That’s a reality. The very best we can hope for when someone doesn’t really know us yet is to be trusted enough to be given a chance to prove […]
You know it is time to review the marketing plan when…
by Tony Vidler It seems advisers think this is the time of the year to review their marketing plan…but perhaps any time of the year is the “right” time to review it? The “right time” to review your marketing plan is when it isn’t providing the results you wanted, or needed in your […]
When you cannot think of a better way to market yourself, try this…
by Tony Vidler When all else fails and you are at a loss to market your particular value as an adviser, the safest marketing path is to sell “convenience”. We all know, because we all do it, it is simply more convenient to go to the supermarket than an array of specialty shops. […]
Could Advisers Be DRIVING Revenue To Online Providers?
by Tony Vidler I do keep wondering if advisers realise how much revenue is waiting to be unlocked by them inside their existing business? A little while ago I was talking with a business that provides outsourced client servicing solutions and they provided me with some of their data from working with financial […]
Does Social Media ACTUALLY work for financial advisers?
by Tony Vidler It seems the question is still being asked by most advisers on social media: does it actually work in growing an advisory business? Remarkably, most professionals that I meet and talk to still consider social media to be some sort of “teenager or millennial thing”, or “something which doesn’t seem […]
by Tony Vidler One of the primary functions of the professional adviser is to influence people to make change. Or sometimes, influence them not to change things. Our role is to manage client behaviour to help generate the desired outcomes that clients want. We must get them to act, or not act, in order to […]
A Good Financial Adviser MUST Consider Risk Management
by Tony Vidler Financial planners and professional advisers who do not tackle risk management issues thoroughly for clients do the clients a disservice. Perhaps that is a little challenging to some of todays professionals, however too many advisers seem to struggle with positioning risk management in their suite of services to clients. It seems […]
by Tony Vidler How much do clients really value the standard corporate gift? It is a nice gesture and usually generates a level of appreciation…but often it is a very very fleeting moment in the clients’ mind and relatively quickly forgotten. There is a limit to the level of gratitude that can be […]