Quick Tips Videos Archives - Page 6 of 18

Get other businesses to get you new business

by Tony Vidler In the perpetual search for new ways to get new clients many professional service firms overlook a really obvious, and incredibly lucrative, way of getting new business. That is getting other businesses to send their new clients to you. Unlike Center-Of-Influence (COI) marketing where an individual directs individual potential new client […]

Let Your Prospects Try-Before-They-Buy

by Tony Vidler “try before you buy” is a great way of removing risk for a consumer from a big purchasing decision, isn’t it? We can learn from the retail sector here because they figured this out years ago. One of the toughest challenges is getting customers to switch brands or products. You know […]

How to get your prospects attention…and keep it.

by Tony Vidler Sad but true apparently: The average Goldfish has a greater attention span than the average human reader. That presents a bit of a challenge when it comes to us getting prospects’ attention and then holding it long enough to make our point and get them interested in engaging with us. If […]

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, […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

Quick Tips Videos

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox