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Financial Advisers Problem? Offering To Do Too Much
by Tony Vidler 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. We need to take a leaf out of the accountant and lawyers playbook: Don’t try to deal with everything now; just deal with […]
by Tony Vidler If you are struggling to express your value proposition for your target market there is a way to figure it out that doesn’t require you agonising over how to come up with a clever marketing message. All you need to do is work out a list of what things you […]
by Tony Vidler. Putting a value upon advice is a tough issue – for advisers and consumers.There is a pretty basic concept as far as “Value” goes for any consumer purchase though, and it can be put into a formula: “Value = Benefits – Cost“ For a consumer something is valuable if the benefits exceed […]