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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 work together, […]
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Strategic vision for financial advisor
Are you just swimming in circles, or do you have a strategy?
by Tony Vidler        To ensure business success you must have a strategy.  But where do you begin with designing a business strategy?   It isn’t quite as hard as you may think….   First, you need to decide what you want to be known for, which then makes it relatively easy to work out […]
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A simple approach to getting clients to ACT now
by Tony Vidler        We often find ourselves giving good advice only for clients to then dawdle over the implementation of it.  Getting clients to act NOW is a challenge.  Not acting on the advice presents a range of “risks” for clients of course as well as being frustrating for the adviser, and possiblu jeopardising […]
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A surefire way to get a Prospect to choose You!
by Tony Vidler        You are ALWAYS competing to have the next prospective client choose you.  In fact, even with existing clients who are still deciding on whether to follow the next piece of advise, there is a decision being made about whether to choose to follow it…or choose “you” as it were.  We are […]
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How to engage clients in a review of financial advice
Your Philosophy MIGHT Be Your Real Point of Difference
by Tony Vidler        Advisers often struggle to articulate their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning.   So most advisers think carefully about such things and build up a philosophy based upon their formal learning and real world experience that shapes their advice […]
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To Improve Productivity, Plan More Time Off…
by Tony Vidler        Here’s a tip you’ll love for improving personal productivity: take more time off if you want to do more business!   Clearly you cannot take that advice to an extreme and take the entire year off….there will definitely be a point where “time off” results in diminishing returns….BUT…   To really […]
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Know, Like or Trust? Where do you start?
by Tony Vidler        By now pretty much everyone has got the mantra that people do business with people that they know, like and trust, but which comes first?  Where do you start? the Know, Like or Trust?   Simple questions perhaps, however when you are first meeting prospective clients and know full well that […]
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Brainstorming for fact finding financial advice
How to challenge clients thinking without being confrontational
by Tony Vidler        Perhaps the toughest task any adviser faces is to challenge clients’ own thinking, but without getting into a confrontation that threatens the entire relationship.  Most of us find ourselves occasionally dealing with a client who already thinks they know the answers – they haven’t come to us for advice, they have […]
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next-year-planning
Focus On 3 Things To Make Next Year The Best Production Year Ever
by Tony Vidler        There are so many things you COULD plan to work on to improve next year, but what REALLY matters? Maybe having the best production year ever…that would be helpful.   It is easy to get caught up in making lots and lots of plans and goals and arranging to be incredibly […]
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The Easiest FREE Way To Get Found By Prospects
by Tony Vidler        If you want to get found – and chosen – by prospects you really need to nail that LinkedIn profile!  It is the easiest – and cheapest – way to get a good online presence if a prospect does decide to check you out (and most do I’d guess).   Surprisingly […]
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