Quick Tips Videos Archives - Page 12 of 19

7 Warning Signs That The Prospect Is Wrong For You

by Tony Vidler No matter how hard you try to get it right, sometimes the prospect is wrong for you. You are wasting your time and would be best to just cut your losses and move on quickly. They are not a right fit for you, or you are not a right fit for […]

What is “Good” Content To Use In Your Marketing?

by Tony Vidler With prospects taking longer than ever to convert into clients, “good” content has become king as that is what keeps them engaged as they move along their buying journey. Notice I said “good” content…..not just any old content. But what is “good”? Content which is good is the content which […]

The 6 Steps To Growing Your People

by Tony Vidler Introducing leverage into a professional services firm is most often done through adding people, and growing your people leads to growing your firm. Finding and developing the right people is one of the greatest challenges for professional services firms, and also one of the greatest opportunities it has for creating […]

How To Get Your Voicemail Message Responded To

by Tony Vidler Voicemail messages which do not get responded to is without doubt the bane of most professionals working lives…frustrating, time consuming, inefficient….voicemail has become the “first line of defence” for prospects and clients alike. Their number 1 method of avoiding you. Too many minutes & hours are lost constantly leaving messages […]

How To “Up-Sell” Your Advisory Services

by Tony Vidler There are many advisory services which most professionals can provide to clients and a distinct area of opportunity is to look at combining those services where it makes sense to do so, and up-sell a higher value package of service to clients. Up-selling is not the same as cross-selling however, and […]

Can You Explain Your Financial Advice Philosophy?

by Tony Vidler Any adviser who has studied or has years of experience probably has a financial advice philosophy, even if they’ve never really thought of it as a philosophy. But it is what you believe. Most experienced professional advisers have formed views and opinions about the right way to do things for […]

When – and how – To Discount Your Fees

by Tony Vidler As a general rule I don’t recommend that a professional discount fees as it tends to undermine their entire value proposition whilst also creating a mindset for the client that the adviser is a price-taker rather than the price-setter. Discounting fees usually moves a professional from being an expert with […]

Fighting Off The “Free” Advice Competitor

by Tony Vidler “Free” advice is never actually “free”, is it? None of us are silly – including the people we are talking to as prospective clients. Everyone knows advice isn’t free…it is at someone’s expense, and someone is hoping to get a payday from delivering the “free stuff” at some point. Someone […]

Good content may not be enough for your audience

by Tony Vidler Creating good content and putting it out for your target market is great marketing. It may not be enough though to simply create “good” content and put it out there in the world. Just because you have good content and you are putting out there doesn’t mean that it is […]

Productivity Tip: Prioritise the Activities that Yield the most

by Tony Vidler Managing time is not a productivity tip. Time ticks on regardless and you can’t “manage” it. What you can do is prioritise how you use it. So here’s the top productivity tip: To handle a significant workload AND get the results you want you need to prioritise the activities that yield […]

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