Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 2831, Twitter: 13893, LinkedIn: 689
Lost Sales Skills? Trial Closing Techniques Are Still Very Useful
by Tony Vidler Trial closing techniques from the world of sales are still very useful for modern professionals wanting to figure out whether their prospective client is getting onboard with the advice or not. Nobody likes to be “closed” by a sales person, and we sure don’t want prospects to feel like we […]
The 5 Essential Soft Skills For Professional Advisers
by Tony Vidler Technical knowledge will only take you so far, and sometimes (like when the world is in lockdown and there are no rational markets) they won’t tyake you anywhere at all. There are times when what you know just doesn’t matter. Knowing how to deal with people is all that matters sometimes. They […]
by Tony Vidler If we want to give ourselves the best chance possible of influencing clients and prospects to change course, which is what professional advice is all about really, then there is no doubt that the words we choose to use can make an enormous difference. Enough experts have done enough research over […]
Prospecting: Reconnect to Create New Opportunities
by Tony Vidler A simple prospecting idea which usually pays off is simply re-connecting with those who you have spent time with, but did not do any business with. I am talking about “prospects” from 6 months ago…or 12 months ago. There are always people we are seeing who are potentially great customers, but […]
by Tony Vidler When you are presenting quotes or recommending product solutions, are you still giving the prospect a few choices, like 3 perhaps? Don’t do it. Consumers are onto it, so as a “sales technique” it loses impact…and it was never fabulous technique to begin with. More importantly, it undermines your professional […]
by Tony Vidler Getting referrals is difficult enough for many, but getting the right referrals is even tougher. It’s always nice to get a referral of course, but it doesn’t help if we do get a referral and it is someone that we just can’t deliver great value to. So we do want to […]
Client Functions: An Ideal Way To Engage Prospects AND Also Make Top Clients Happy
by Tony Vidler An incredibly effective method of marketing for professionals is running client events, however the challenge is getting a decent return on the investment of time and money. Big events where dozens of clients can be entertained have their merits (especially when it comes to educating or transferring knowledge) but rarely do […]
by Tony Vidler Advisers: Good advice process is not enough. Being technically competent is not enough. You have to get selling. I know that “Sell” is seen as a bit of a diry word these days, but we cannot back away from it. You have to sell if you are going to be effective at […]
How do you create an “Act Now” mindset with clients?
by Tony Vidler One of the ongoing challenge in marketing professional services is simply getting people to “act now”. We have to overcome their lack of urgency. Our service will still be there tomorrow, right? And usually the need to be addressed is a future need, and maybe well into the future….so there is […]
Lost Sales Skills: How to “get down to business” without drama
by Tony Vidler The advice industry has lost a lot of sales skills, and it needs them. If we are to help consumers make better decisions and change behaviour then we have to be able to help convince them to change. The first tension point for today’s professionals is how to transition from the […]