Quick Tips Videos Archives - Page 12 of 19

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 […]

How To Make More Effective Advice Recommendations

by Tony Vidler If we can make more effective advice recommendations we increase comprehension and engagement and shorten the implementation timeframe. That’s good for everyone involved in the process. More people will follow our advice, we help more people get the outcomes they are looking for, and business is better for everyone. So […]

How To Produce Your Own Videos In The Office

by Tony Vidler I’ve lost track of how many times I’m asked “how do you produce your own videos that you put out each week?” The ugly truth is that I spend twice as long figuring out what I want to produce a video about than I do figuring out what I am […]

5 Big Reasons Why Marketing Campaigns Fail

by Tony Vidler We learn as we go in professional services, and that is especially true when it comes to analysing why marketing campaigns “fail”. To be fair, few of us are trained in marketing at all so we do have to figure it out as we go along, and there is a lot of […]

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