Quick Tips Videos Archives - Page 15 of 19

The Formula For Writing Winning Headlines

by Tony Vidler Coming up with a winning headline or subject line is the first objective when writing for clients or prospects. Anything else we have to say in the body of the message just doesn’t really matter if we can’t get their attention and engagement first. Whether we are writing for a […]

Thoughtful Thank You’s Generate More Referrals

by Tony Vidler Getting more referrals from existing clients and relationships is often a challenge, but you can generate more referrals from past referrers with a little more thought. Being thoughtful about expressing gratitude extends beyond “what is an appropriate gift”. Being thoughtful about how you deliver a gift and how you […]

5 easy ideas to get a BIG Practice performance difference

by Tony Vidler Into a new financial year and many advisers are wondering how to make a big practice performance difference without incurring significant extra costs or making dramatic changes after such a tumultuous last year or so. The good news is that it is amazing how some really simple and relatively small things […]

Getting the right style and structure for an effective telephone track

by Tony Vidler Being able to build an effective telephone track is a core skill for any adviser, and yet, so few seem to understand how to build one. It is perhaps one of those “lost sales skills” from the last decade or so, where new entrants into the advice industry have veered away […]

Little Giveaways Can Generate Recomendations

by Tony Vidler If you want to generate recommendations from clients and prospects it pays to understand how it is a different process from getting referrals, and if referrals are “the gold medal” then recommendations are the “silver”. Not the ultimate perhaps, but well worth having, and arguable a little easier to get. […]

Making Social Media ACTUALLY work for your Advisory Firm

by Tony Vidler Once you’ve bought into its potential the small matter of making social media work and produce results for your advisory firm becomes the burning question. Accepting its potential for marketing your business is one thing, but deciding HOW you are going to do so is quite another. But even before […]

How to close out the phone call to get your desired action

by Tony Vidler Bringing the phone call to a close successfully, and achieving your initial objective, is the ultimate point of a structured telephone track. It is the end goal. There is just a little bit of thought and structure to it – but not too much – and it is probably […]

How to get the listener’s interest on the phone

by Tony Vidler Generating the listener’s interest in your message is the single most critical element in an effective telephone track, and like each part of a well organised track there structure and technique in how to achieve it. As I have stressed throughout this mini-series, there is structure and methodology in building […]

Getting attention & positive engagement on the phone

by Tony Vidler There is some methodology to getting a listeners attention and positive engagement on the telephone…it isn’t just good luck! Of course, there is structure and methodology in building effective and entire telephone track. It should be a core skill for any adviser, and yet, so few seem to understand how […]

What IS value to your prospect?

by Tony Vidler It may seem an obvious question; but do you know what “value” IS to your prospective clients? Value can be determined by any individual in any number of ways of course, and what is valuable to one person is not necessarily so to another. Or what is valuable at one […]

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