Quick Tips Videos Archives - Page 2 of 18

Use a puzzle to provide clarity to clients!

by Tony Vidler How often do financial advisers struggle to explain to prospective clients, or audiences at large, what it is they do? Providing clarity so that clients do not struggle to understand the explanation must be the objective, surely? This diagram pictured on the left is an excellent tool that works well (even with […]

The emotions that drive client decisions

by Tony Vidler There are three basic emotions that drive most client decisions, or actions, in financial services: 1. Fear 2. Greed 3. Love The one we often shy away from is the first one: Fear. I am going to suggest you might want to consider “slapping” some clients with it sometimes…not literally of […]

5 Tips for selling, or buying, a practice.

by Tony Vidler There are a number of traps that professionals consistently fall into when selling (or buying) a book of business. The mistakes are so consistent and prevalent that there is are some golden rules evolving on how to make sure any sale is successful. The Top 5 are: 1. Get professional help […]

Get Writing To Leverage Your Brand

by Tony Vidler Whether you realise it or not you have a brand, and ideally you want your brand to be attracting ideal clients. The problem with most prospecting and lead generation activities for most advisers and firms is that they aim at capturing one prospective client at a time. There is no significant […]

One sure way to build an audience

by Tony Vidler As more professionals lean more on social media as an integral part of their marketing a common question is “how do I get more people following me?“. How do you guild an audience in other words. There are a lot of ways to create an audience of course, but there is […]

Create Video’s To Improve Your Client Service Experience

by Tony Vidler Most advisory firms don’t create videos of their own it seems. So, most advisory firms do not appear to have taken advantage of the consumer appetite for video, or how they can improve client service & experience (& efficiency) by creating their own videos. It seems they have not done so […]

New Ways To Lift The Game With Customers

by Tony Vidler Have you thought about rolling the dice and asking your customers what they would like you to provide? In professional services we are often reasonable at surveying our customers for satisfaction and service levels, and asking generic questions about how we can improve in those areas. More often than not though […]

It’s a No Brainer: You should already be using Digital Marketing

by Tony Vidler I still have conversations with advisers about whether they should be using digital marketing. Unbelievable, right? There are a lot of financial advisers still sitting on the fence when it comes to incorporating digital into the marketing mix, but it really is a no brainer. The perpetual marketing challenge is to […]

Are you sure your clients know what else you COULD do for them?

by Tony Vidler All too often advisers are disappointed to find that a client has done business elsewhere…that their “main” adviser could have done for them! The reason is usually a very simple one: the clients do not know everything we could do for them. Or perhaps they did know, but forgot. Or worse, […]

One Fast-Track Method To Establishing A Reputation As An Expert

by Tony Vidler Personal reputation is more important than ever before, and not just because more people are googling you before deciding to meet with you. One of the other main reasons your professional reputation matters so much is because it is increasingly a driver of professional referrals. rofessional referrals are those where a client […]

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