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Sales Activity Can Be Gamified
by Tony Vidler        some things are timeless simply because they have stood the test of time, and focusing upon sales activity is one of them.  “Sales activity” as a concept is probably abhorrent to many professionals today, but it is simply about managing the inputs which provide the outputs that your business wants.   […]
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Improve your sales results with a quick “Kerbside Review”
by Tony Vidler        One of the most effective ways to improve sales results is to spend 2 minutes on a reflective process after each client meeting – whether it was a good or bad one.   It is the “kerbside review” (hat tip to the USA with the spelling, but this concept did originate […]
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How to create more compelling offers
by Tony Vidler        What financial advisers do is valuable, but it is often not compelling.  Retirement is so far away…there’s plenty of time to do stuff, right?  Insurance is important, but I’m probably not going to actually need it for a few years yet, right?  And on it goes…we battle a lack of urgency […]
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Get other businesses to get you new business
by Tony Vidler        In the perpetual search for new ways to get new clients many professional service firms overlook a really obvious, and incredibly lucrative, way of getting new business.   That is getting other businesses to send their new clients to you.  Unlike Center-Of-Influence (COI) marketing where an individual directs individual potential new […]
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Did You Do A Good Days’ Work?
by Tony Vidler        With all the report writing and problem solving it is often difficult to feel like you did a good days’ work…you were busy for sure, but was it a good days’ work?  Or was it just being busy on “stuff”?   There is a simple test for any professional feeling buried […]
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Why settle for average?
by Tony Vidler        Advisers frequently settle for being average, and it is definitely not because they want to be average, but because they don’t really know what it takes to elevate their performance exponentially.   They often ask how one professional can be so much more successful than they are and assume that there […]
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Let Your Prospects Try-Before-They-Buy
by Tony Vidler        “try before you buy” is a great way of removing risk for a consumer from a big purchasing decision, isn’t it?   We can learn from the retail sector here because they figured this out years ago.  One of the toughest challenges is getting customers to switch brands or products.   […]
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keep it simple
Great Advisers Stay Simple
by Tony Vidler        One of my favourite quotes of all time is by Einstein: “If you cannot explain it simply then you do not understand it well enough” and nowhere is this more true than in providing advice in complex areas. Great advisers stay simple when handling complex matters.   It is not easy […]
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whats in it for me
Client Engagement: The WIIFM Question Is Really 3 Questions
by Tony Vidler        WIIFM. What’s In It For Me?   No sale is ever made, no client ever signs on, until you’ve clearly addressed this question as it is the dominant question running through every prospects mind.   Most of us know this….and despite knowing it, most people in professional services struggle to address […]
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digital marketing for financial advisors
5 basic tips for helping your next customers find you
by Tony Vidler        In a perfect world customers would find you, rather than you having to find them.  The world is never entirely perfect of course, but certainly we can often do better in having customers find us.   We need to begin by understanding how they find anyone, then we can tap into […]
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