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Financial Adviser Titles: What’s in a name?
by Tony Vidler        Do financial adviser titles matter?  A good question given the number of advisers who seem to try and elevate their professional positioning by referring to themselves as something other than “a financial adviser”.  You know what I mean….financial advisers who have titles like “Risk Mitigation Specialist” or “Personal Financial Manager”….     Something […]
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financial advisor sales & marketing
Prospecting has never been easier…for some!
by Tony Vidler        Prospecting seems to remain the biggest day to day business problem for financial advisers, yet prospecting has never actually been easier.   If you polled 100 advisers with this simple question I would wager that more than half would answer: “getting enough new business prospects to meet my business objectives”.   Prospecting […]
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Which CRM is right for you?
by Tony Vidler        I am losing track of how often I get asked “which CRM do you recommend?”  It is a huge decision for a professional service business, and an area where every solution offered seems to fall a little short in one aspect or another.   The problem is that for a financial […]
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damned good advice for financial advisors
Maybe this is an opportunity: Picking a good financial adviser is harder than ever for consumers
by Tony Vidler        Choosing a good financial adviser has always been a bit of a leap of faith for consumers I guess, but picking one today is harder than ever.   With the tendency to use search to screen possible contenders, and with most contenders having to use the same acronyms and titles and so on, […]
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Adviser Succession: What do buyers of financial practices look for?
by Tony Vidler        The irony of adviser succession discussions is how few of the advisers considering the topic seem to consider how to get a better return on what is often their biggest investment – their practice.  Sellers simply do not appear to think too deeply about what buyers will value and pay premium […]
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How A Few Advisers Get Great Social Media ROI
by Tony Vidler         Why do some advisers seem to do so well and get such great social media ROI while others find it fruitless?  There are financial advisers literally building businesses on the back of social media – it is that powerful for them.  Yet there are hordes of advisers who would suggest that social […]
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Consumers WANT to talk to you!
by Tony Vidler        The opportunity to grow your professional services firm by gaining new clients has probably never been better because consumers want to talk to you.   On the back of the sudden realisation in 2020 that markets do not go up forever, and cash reserves really do help, and it is worthwhile transferring […]
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The 4 Actions Needed To Create A Personal Service System That Pays Off
by Tony Vidler        An ongoing challenge for any service business is to create “Mass Personalisation”, or something akin to a factory production line that delivers constant quality efficiently, but which still feels personal to the end user.   In professional services it is creating and efficient and affordable business system that allow mass actions […]
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The simple prospecting system from the worlds greatest ever salesman
by Tony Vidler        According to the Guiness Book Of World Records the greatest salesman in the world was Joe Girard.   Joe sold cars…an incredible 13,001 cars sold in his career.  One at a time…working “retail” with high priced items.  And selling the same things, at the same price, as a heck of a […]
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That Tech Competitor Threat Is Really An Opportunity For Some Advisers
by Tony Vidler        The robo-advice “threat” is an opportunity for entrepreneurial advisers…as is every other direct-to-consumer offering driven by fintechs. The more I think about it the more certain I am that some advisory firms will prosper from it…but I am just as sure that many will “fail” due to the competition.  By “fail” […]
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