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Here’s how to move into "Stealth Mode" when doing your prospecting research on LinkedIN.
by Tony Vidler        It seems that while a lot of professionals now have a presence on LinkedIn they are often not actually using it to prospect for potential new clients.  That seems odd to me given that Linkedin is a Business-2-Business networking platform: it exists to assist people in business network with other people […]
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A Great Adviser is, or should be, a Thought Leader
by Tony Vidler         “Thought leaders are the informed opinion leaders and the go-to people in their field of expertise. They are trusted sources who move and inspire people with innovative ideas; turn ideas into reality, and know and show how to replicate their success.”    Somebody a few years ago called me a “thought leader”, […]
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An easy way to get a client to pay you for insurance advice – and be happy doing it!
by Tony Vidler There is a remarkably simple way to use the high up-front commission system on life insurance products (as it exists in this part of the world anyway) for the benefit of the client and the adviser.  And it sure doesn’t hurt the insurer.  In fact, I can’t imagine regulators having too many […]
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No know-how for making great visuals? No worries…
by Tony Vidler        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 because I found it on the internet, so it must be true.  I am sure too though that even back in the days of the cave man it was […]
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attracting affluent clients
Don't go fishing in the forest
by Tony Vidler See if you can find any correlation here: 1. Relatively few financial advisers are active, let alone have mastered, the key social media platforms. 2. The majority of affluent investors are active on a select few key social media platforms. 3. The Holy Grail for many financial advice professionals is to attract […]
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seminar selling for financial advisors
20-point Checklist for Seminar Selling
by Tony Vidler Many advisers feel that seminars are so last-year as a method of prospecting for new clients, and yet, so many advisers continue to do fantastically well with them. As with most things in sales and marketing of professional services you can take a short-cut to success by learning the lessons of others […]
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the key to successful professional networking
Creating a Win-Win is the key to successful networking
by Tony Vidler        The key to successful professional networking is as simple as creating a win-win…everyone know that.   Advisers historically – for all their networking and personal sales and relationship management skills – have not been terribly successful at creating long-term professional networking circles that continually deliver the right type of prospects though. […]
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