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Brainstorming for fact finding financial advice
How to challenge clients thinking without being confrontational
by Tony Vidler        Perhaps the toughest task any adviser faces is to challenge clients’ own thinking, but without getting into a confrontation that threatens the entire relationship.  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 […]
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next-year-planning
Focus On 3 Things To Make Next Year The Best Production Year Ever
by Tony Vidler        There are so many things you COULD plan to work on to improve next year, but what REALLY matters? Maybe having the best production year ever…that would be helpful.   It is easy to get caught up in making lots and lots of plans and goals and arranging to be incredibly […]
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The Easiest FREE Way To Get Found By Prospects
by Tony Vidler        If you want to get found – and chosen – by prospects you really need to nail that LinkedIn profile!  It is the easiest – and cheapest – way to get a good online presence if a prospect does decide to check you out (and most do I’d guess).   Surprisingly […]
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Full Transparency? It pays to keep some secrets from clients
by Tony Vidler        In this age of full transparency for professional services there is a tendency for advisers to tell clients everything…but there are just some things you shouldn’t tell them in advance.   If you want to give yourself a reasonable chance of creating clients who are a little surprised and delighted with […]
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How to influence clients with “Social Proof”
by Tony Vidler        One of the primary functions of the professional adviser is to influence clients to make change.  Or sometimes, influence them not to change things.   Our role is to manage client behaviour to help generate the desired outcomes that clients want.  We must get them to act, or not act, in order […]
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You know it is time to review the marketing plan when…
by Tony Vidler        Any time of the year is the “right” time to review your marketing plan, but there are definitely times – or signs – that it should be done even if you weren’t really planning to review it this particular time.   The “right time” to review your marketing plan is when […]
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To fix repeated problems, you need a process!
by Tony Vidler        For financial advisory firms the word “process” has become synonymous with “best practice advice”, but good process is so much more than just a compliant and well-documented series of advice documents. Process cures problems.   Process is what builds franchise businesses.  Process is what creates turnkey operations that are highly valued […]
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new-connections-linkedin
Engage With Your New Connections To Get On With Business
by Tony Vidler        So you have some new connections on LinkedIn…congratulations.   What now?  Or rather, what next? How does actual engagement begine?   Making new connections via LinkedIn is great…but it is better if you can take those new connections and turn them into meaningful engagement and conversation. It is a business-to-business platform […]
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How do you WOW the new client?
by Tony Vidler        What steps do you take to eliminate buyers remorse with a new client?   It happens with virtually all new clients: You do all the hard work of finding, attracting and engaging them, and of course you have superb service for ALL your ongoing clients….BUT…at the outset when the dust has […]
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Creating advocates
The 5 big C’s that will create advocates for you
by Tony Vidler        If you want to move clients up the loyalty ladder and create advocates for your business there are 5 critical areas that you have to demonstrate, and the clients have to believe, before the business relationship will bloom to full advocacy.   In this quick tips video we discuss these 5 […]
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