Value Proposition

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When clients say “too expensive” there is a value gap
by Tony Vidler        If there is one objection which continually gets professionals in a tangle it is the client who says “it’s too expensive”.  When a client says “too expensive” YOU you haven’t done your job…there is a gap between the value being delivered and value being perceived by the client.  A value gap […]
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What are we really “selling” in Professional Services?
by Tony Vidler        It is a simple enough question but knowing what we are REALLY selling makes a profound difference to an advisers’ business success. So what are we really selling?   People in the industry tend to answer by saying “product”….people think they are selling insurance product, or wealth creation products, or taxation products….or […]
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What financial advisers do
Note to self: Must take charge of my own brand
by Tony Vidler        I listened to a good friend, who is also a client and a good centre of influence and an advocate, explain what I do to someone else.  End result: I must take charge of my own brand, because this experience provided a shining example of why some prospects see us the […]
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What do Life Insurance customers want?
by Tony Vidler        One of the questions that continually vexes professionals is “what do customers want?“ In the life insurance area of financial services the answer is even tougher to find than usual, because insurance for virtually all consumers is an absolute grudge purchase.  When we think about it logically every person who buys […]
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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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adviser-planning
How will this year be better?
by Tony Vidler        Just one question should be dominating practitioners minds at this stage of the year:   How will this year be better? HOW is the critical word here. Advisers are usually great at setting goals and targets.  They are great at analysing and doing the numbers that tell them what activity at […]
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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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Professional Credibility & the “Trust Me…I am experienced” line
by Tony Vidler        “Trust me…I’m an experienced professional…” How many times do we hear a professional claiming that a client should trust them and deal with them because they have X number of years experience?  Does this “years of experience” thing really translate into professional credibility?   Increasingly cynical consumers ask themselves “do you […]
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Professional Positioning Powers Elite Performance
by Tony Vidler        The elite performance achieved by some financial advisers seems to come down to them being better at positioning themselves professionally than average advisers are.   That positioning really pays off too: various surveys suggest that they get up to 2.5 X MORE business from new clients than average advisers.  And to […]
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No Value Proposition? You’re a commodity then.
how to avoid being a commodity as a professional adviser and being chosen on price or convenience comes down to having a strong value proposition. Building a great brand involves more than just a value proposition, but this alone can eliminate those who choose just on price...
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