Quick Tips Videos

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 311 other followers

sidebar_tony
Facebook: 2831, Twitter: 13462, LinkedIn: 689
Using LinkedIn To Get Business: When Is It Time To Go To The Premium Version?
by Tony Vidler        LinkedIn is basically a business-to-business networking tool, but the challenge is knowing when you should be using Linkedin to get business.  The free version is fine for establishing a profile, but the question then becomes “How do you know when it is time – or worth your while – to upgrade from […]
Read more.
Make your client testimonials REALLY stand out!
by Tony Vidler        Yeah, yeah, yeah….Client testimonials are good. We should all collect them. We should all display them on our website and stuff….   …but then line after line of typed text just looks the same as everyone else’s, and they lose impact don’t they?  Especially when potential clients know that we aren’t […]
Read more.
How to make yourself scarce…and more valuable!
by Tony Vidler        A well established economic AND behavioural principle is that people generally will have higher demand for that which is relatively scarce.  Less of something makes it more valuable, right?  It is a pretty sound principle that consumers tend to have a higher want for what is perceived to be harder to get […]
Read more.
2 Tips for Unlocking Linkedin Business Benefits
by Tony Vidler        While loads of professionals have a linkedin account they haven’t realised the potential LinkedIn business benefits – and it is a business-to-business platform after all. I mean; that is what it exists for.  Yet while many have created a presence they still struggle to make the transition from that to creating a […]
Read more.
How to build a good Advisory Practice client service system
by Tony Vidler        Good service is good business. For financial advisers, service really IS the business, because that is how you build capital value.  Great clients who stay with the firm when ownership changes is your retirement plan isn’t it?   How do you build a good system of service though that ensures you […]
Read more.
The Power of Visual Aids
by Tony Vidler        As advisers, we talk a lot.  And when we aren’t talking we are writing. Visual aids, or graphics, tend to get overlooked by us but there is LOADS of research which suggests we should be using loads of visual aids, and perhaps less talk and less writing.   If you doubt the […]
Read more.
referral generation for financial advisers
How to position yourself for referrals from clients
by Tony Vidler        Getting referrals on an ongoing basis from happy clients largely comes down to positioning for them correctly.   Put some thought into how you will position the expectation, and when you will do it in your client engagement, to increase your chances of success.   Most importantly though, earn the right to […]
Read more.
You got the prospects attention…now what?
by Tony Vidler        Advisers do not have a prospecting problem in todays world.  They have an “attention-keeping problem”.  Prospects have never been easier to find or reach out to, and getting their attention is not so hard – but keeping their attention most certainly is. It is probably the most critical step in developing a […]
Read more.
Advisers should use Facebook – and think like clients when doing it
by Tony Vidler        Most Advisers using digital marketing today have Facebook as part of their marketing strategy, and I see most using it wrong in my view.   Facebook can be an immensely powerful element of your content marketing, or engagement marketing, if it is used well.   The key to using it effectively is […]
Read more.
trial closing
Lost Sales Skills? Trial Closing Techniques Are Still Very Useful
by Tony Vidler        Trial closing techniques from the world of sales are still very useful for modern professionals wanting to figure out whether their prospective client is getting onboard with the advice or not.   Nobody likes to be “closed” by a sales person, and we sure don’t want prospects to feel like we […]
Read more.