Sales Tips Archives - Page 4 of 15

Clients need to be reasonable and meet expectations too

by Tony Vidler It is not unreasonable to have reasonable expectations, is it? Whenever we enter into an agreement with somebody else to work together on anything it is fair to say that we both have expectations about how the arrangement is going to work. That applies whether the arrangement is moving into a […]

How can you tell if your practice is winning?

by Tony Vidler A financial advisory practice may be doing well and making money without knowing whether it is winning or losing compared to the rest of the market. You can be profitable, but still lagging the level of profitability of the bulk of the market. Or you could be borderline profitable but well ahead […]

First, Become Famous In Your Neighbourhood

by Tony Vidler Where are your advertising dollars, and efforts, going to get the best return? It seems that the majority of small businesses get the majority of their new clients from their local area, which is not terribly surprising given that most professional service businesses largely compete on “convenience”. Without a compelling value […]

Who you know matters more than anything else

by Tony Vidler There’s too much emphasis now placed upon “what you know“. Who you know matters more if you want to have a successful business. I know…I know…heresy! (But hear me out). Most professional advisers today actually know enough. Sure, we always need to improve and there’s always more to learn and continuous […]

The Magnificent 7: who do you need if you want corporate clients?

by Tony Vidler One of more unusual things that has been observed over the years is that usually there are 7 people you have to get onboard to get a corporate client. Exactly who is in the “Magnificent 7” depends on the size of the firm, and even small firms will often involve 7 […]

Just BECAUSE…..

by Tony Vidler One of the most powerful words in sales and marketing is “because”….and it doesn’t get used enough. …with BECAUSE we can link ideas of logic and emotion. The linking of logic and emotion makes ideas far more powerful and memorable because we can feel and analyse simultaneously. More importantly though it is […]

Why don’t you roll the dice and ask for referrals anyway?

by Tony Vidler On some things you just have to roll the dice and take your chances in life. Asking someone for a date….getting on a plane…or asking for referrals. It doesn’t always work out of course, but as a great hockey player once said: “You miss 100% of the shots you don’t take.” […]

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” (I know…USA spelling, but this concept did originate in America I believe!) If we […]

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 building client and […]

How One Successful Financial Planner Gets New Business

by Tony Vidler The one question that continually gets thrown to me is “What are other advisers doing that is successful for them?” Every so often one is willing to share their trade secrets, and this is how one local successful financial planner gets his business, and that he was happy to share: He […]

Sales Tips

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox