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Brainstorming for fact finding financial advice
How to challenge a clients thinking without actually getting into a challenge
by Tony Vidler        Perhaps the toughest task any adviser faces is challenging a clients’ own thinking, but without getting into a confrontation.  Most of us find ourselves occasionally dealing with a client who already thinks they know the answers – they haven’t come to us for advice, they have come to us for validation […]
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your brand
How to Build Your Brand Influence
by Tony Vidler        Every individual has a personal brand – whether they realise it or not. And that brand can have, indeed it “should have”, influence.   We recognise the power and importance of the personal branding in athletes, celebrities and politicians, and yet, all too often it is the most under-rated contributor to commercial […]
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Building a Referral Business is Systematic
by Tony Vidler        Building a successful advisory business requires building a successful referral system.   In the absence of a strong system referrals will simply be received on an ad hoc basis, drifting in whenever a particular customer is especially motivated to do so, or when an adviser remembers to try and obtain one. […]
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Twitter for financial advisors
3 things will get you attention and traction with Twitter.
by Tony Vidler        “How should I use Twitter” is the question which follows the decision to embrace it.  In other words, how do you get Twitter attention and then get traction with a following?   There has been a paradigm shift in recent years as more and more information is available, and on more […]
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professional advisers working together
How to work in tandem with other professionals
by Tony Vidler        Working in tandem with the clients other professionals such as their accountant and lawyer is the objective of most financial professionals.  Yet, the challenge is often not the client, but the other professionals in making this a reality.   We need to be able to show the other professionals who work […]
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second opinion service from financial advisors
Marketing your Professional Opinion
by Tony Vidler        One of the best marketing ideas I have come across is the “Second Opinion” service.   The concept is brilliantly simple, and firmly centred upon providing sound professional advice.   You provide a service to the colleagues of your clients which is a professional second opinion on the suitability of the […]
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Buildong a COI referral system for financial advisors
How to build a COI referral system
by Tony Vidler        If you want to get a regular, repeatable, stream of well qualified prospects for your business then nothing beats having  a Centre of Influence (COI) driving the right types of ideal clients to you.   A good COI will be an advocate for you and your business, and be proactively recommending […]
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A financial advisers best weapon: The Meeting Agenda
by Tony Vidler        One of the most powerful weapons in an advisers armory is the Client Meeting Agenda. Yet, so few use them regularly….   The client meeting agenda sets up the entire professional relationship – not just the next hour or so that you happen to be with a client. In addition;   […]
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Keep ideal prospects for just $2.50 per year…
by Tony Vidler        An incredibly powerful tool for finding and then converting ideal prospects remains the humble newsletter.   You can build, and maintain, top of mind brand awareness with it.  You can establish or reinforce expert positioning with it.  Your reach can be extraordinary – particularly so with an e-zine or email-based newsletter. […]
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financial advisers asking for referrals
How to get the RIGHT referrals
by Tony Vidler        We begin with the assumption that you deserve referrals….and thereafter it becomes a process of determining how best to position for the right referrals.   It is important that you generate the right sort of prospective new clients as not all prospects become the right clients for your firm, and you […]
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