Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
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 […]
Innovate to Differentiate (it CAN be done by professional services firms)
by Tony Vidler There is a perception that in order to innovate one must receive a flash of inspiration. A blindingly brilliant epiphany-like moment. Sometimes that happens. More often than not innovation is a deliberate process of breaking down and reinventing, or rather, it is about re-imagining. The process is itself relatively […]
by Tony Vidler The way prospects engage with professionals has changed, and it is logical for us to change how we engage with prospects also. In the old days we qualified prospects on the basis of a clearly identifiable need, the capacity to pay, approachability, and “insurability”. This last one evolved over time […]
How to get Clients to agree to the right cover level
by Tony Vidler It can be challenging getting clients to agree to what we know is the right cover level for their insurance needs. Whatever numbers we come up with analytically and logically are greeted with disbelief more often than not. Considering that most clients see most insurance most of the time as […]
by Tony Vidler The potential Centre-Of-Influence that you want to network with is the gatekeeper to the clients you want to work with, and there are generally 4 things that stand in the way of them agreeing to let you in. It makes sense to address those 4 things right at the outset and […]
by Tony Vidler To make the transition from being a great adviser with a good job to a great adviser with a great practice there are a number of key decision points and areas which have to be done well. Get them right, and in the right order, and a great professional practice is […]
by Tony Vidler That sinking feeling you get when an insurer comes back with an adverse decision and you have to present it…basically telling the client that actually, they are a higher risk of something bad happening….it is an unpleasant and stressful time for a financial adviser. Presenting these adverse decisions such as […]
by Tony Vidler As a general rule I don’t recommend that a professional discount their fees, as it tends to undermine their entire value proposition. Discounting fees usually moves a professional from being an expert with highly specialised and valuable knowledge to someone simply selling hours of billable time in a consumers mind. […]
7 Warning Signs That The Prospect Is Not Right For You
by Tony Vidler No matter how hard you try to get it right, some prospects are just not right for you. You are wasting your time and would be best to just cut your losses and move on quickly. The problem we have is that often we don’t figure that out until we […]
by Tony Vidler Introducing leverage into a professional services firm is most often done through adding people, and growing the people leads to growing the 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 […]