Value Proposition

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 297 other followers

sidebar_tony
Facebook: 7618628, Twitter: 14058, LinkedIn: 689
Helping Consumers Compare Solutions Will Lead Them To You
by Tony Vidler        Todays consumers will compare before deciding who to use, so help them do it. If you help consumers compare solutions well, it will lead them to choose you.  And it can streamline your advice when you do get chosen. Use the generic product or strategy information from your financial plans or statements […]
Read more.
Financial Advisers Problem? Offering To Do Too Much
by Tony Vidler        Advisers have a few problems these days.  The biggest financial adviser problem though is getting prospects to engage with us to begin with. Despite a couple of decades of positioning, developing and improving technical knowledge and qualifications, many financial professionals are struggling to get enough clients to engage in holistic planning.   […]
Read more.
Do you have to be Unique to have a strong USP?
by Tony Vidler         Spoiler: YOU do NOT have to be unique to have a strong differentiator.  People mistakenly believe that they have to find their “uniqueness” in order to be able to articulate their value to the market.  But your uniqueness doesn’t really matter in reality.   You are one of 7 billion unique […]
Read more.
How clients choose when Advisers all seem the same
by Tony Vidler        How do clients choose which adviser to use when to outsiders looking at the profession as a whole, everyone looks about the same? Sure there are individual differences in the human beings, with the full range of beautiful people, and those who are beautiful only to their mothers perhaps, and all […]
Read more.
The Challenge For The Adviser As A Coach
by Tony Vidler        Coaching is about changing behaviour in order to change results.  Advising is telling people what, and perhaps how, something should be done.  Advising is basically “having the answer” and telling someone what it is in its most simple form.  Coaching is a blend of telling and teaching, monitoring and managing, and, […]
Read more.
You fix financial worries…so why not tell prospects that?
by Tony Vidler        “Investors spend 475 hours a year worrying about money” apparently.  Well I bet the people who don’t have enough to be considered “investors” spend a heck of a lot more time than that worrying about money….but still, this is about 20 days each year spent just thinking or worrying about money […]
Read more.
Making the move into charging fees for advice
by Tony Vidler        The easiest way for advisers who are worried about trying to charge fees for their expertise or time is to sell a service which is not product related at all.  This seems daunting to the many financial advisers who have “grown up” in an environment where they were paid by commissions […]
Read more.
creating brand advocates for ongoing referral business
Creating A Culture Of Client Advocacy For Your Practice
by Tony Vidler        In an ideal world all of our ideal clients would become active “brand advocates” for us…client advocacy would be the key driver of growth in our client base, wouldn’t it?  Our clients whey would be so in love with how our advice and expertise has positively changed their world that they’d […]
Read more.
Here is how to explain, and show, your value to a client in 10 seconds
by Tony Vidler        I am a massive fan of drawing little diagrams to explain technical ideas, but they are also a fabulous way of articulating the more nebulous concepts that people struggle to grasp.   One of my favourites is a very simple picture that anyone can scribble on a cocktail napkin in 10 […]
Read more.
How are you planning to differentiate and stand out?
by Tony Vidler        You have to differentiate to stand out and attract business…but where do you do that. How do you do that? Well, it begins by thinking strategically about where you want to do it.   I remembering reading way back in one of the academic tomes on marketing that there were 5 […]
Read more.