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How to engage clients in a review of financial advice
How to get clients to act in the short term on long term advice
by Tony Vidler        It can be incredibly difficult to get some customers to act. Especially getting them to act on advice “now” which won’t pay off for quite a long time.   You know they should.  They know they should. They need to get on with it and take some action sometimes. Easier said than done […]
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How Great Regular Producers Stay In Top Gear
by Tony Vidler        Great regular producers are those who continually deliver good revenue results every week or month (depending on what your measurement period is).  Week in, week out, they never miss a beat and just keep pumping the numbers through.  They are elite.   Elite high performing advisers, like elite athletes, have high performance […]
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Making the move from Product Rep to a valued Personal Financial Adviser
by Tony Vidler        Being a valued financial adviser is the goal, right?  Well it is difficult to considered yourself “valued” if you don’t place a value upon your own expertise or worth to the client.  It is even more difficult for prospective clients to consider you valuable if you do not place value upon […]
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Don’t overlook your low-hanging fruit
by Tony Vidler        Have you ever thought about where the easiest wins are in getting new business? Or if you prefer; where the low-hanging fruit is?   There will be latent opportunities inside most professionals businesses, and usually those opportunities are taken on an ad hoc, or reactive, basis rather than being pre-planned.   There […]
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How to get down to business, nice and easy….
by Tony Vidler        It has never been more important to invest time at the beginning of a potential client engagement in establishing some rapport, and creating a genuine level of “like & trust”.  That is the foundation upon which the entire potential business relationship is built.   However, many struggle with knowing how to […]
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What matters most on your website?
by Tony Vidler        What matters on your website the most is the stuff that we think about the least, and that is the very basic of basic stuff.  While we think about logo’s, layouts, CTA’s and how to generate enquiries we forget how consumers are using the websites, or rather, what they are using […]
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How much client contact is too much contact?
by Tony Vidler        Getting the frequency of newsletters or regular client communications right is a real challenge.  How much is too much, and runs the risk of you being a nuisance?  How much is too little, and runs the risk of you being forgotten?     The right answer is “it depends”.     It […]
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Business Success Formula For Financial Advisers
by Tony Vidler        Your business success as a financial adviser can be reduced to a fairly simple formula.     There are 3 things that will determine your financial performance, and there are 6 variables that influence those three things.     In this quick video you can find out what they are, how they […]
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How to get better positioning with LinkedIn Endorsements
by Tony Vidler         A feature of LinkedIn which is particularly helpful to a professionals’ positioning is the “Skills & Endorsements” section of your individual profile.  This section is only helpful though if it fairly reflects you expertise and there is a reasonable volume of support attesting that you do have that expertise. Unfortunately this is […]
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What IS good content for sharing and engaging prospects?
by Tony Vidler        When it comes to creating GOOD content that is engaging prospects and your target audience there are a few things to get right, but most of the things you need to get right are not really about what you write or produce.   So what makes really good content is not […]
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