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How to use your most valuable online real estate well!
By Tony Vidler CFP CLU ChFC The most valuable piece of online “real estate” any professional has today is their LinkedIn Summary section. It is searchable content, and there is LOADS of room to tell your story or compelling points of difference, or highlight your expertise….yet so many professionals barely use 50% of the space […]
by Tony Vidler Thinking differently would seem to be an obvious thing to do if one wanted to be different. If you wanted your advisory firm to stand out from competitors it would make sense to do something different too. So thinking differently and then be different seems to be a pretty straightforward way […]
By Tony Vidler, CFP CLU ChFC Forming and then delivering an opinion is what professional advisers do for a living. With every client and every engagement opinions are created and expressed. Virtually every incoming phone call and email that arrives from clients demands another opinion. We aren’t short of having opinions are we? […]
by Tony Vidler Do you really know what your clients want? A classic mistake that professionals tend to repeat is assuming that their clients all want the same thing, which coincidentally is the very thing that the professional specialises in. There are usually 2 things wrong with this assumption: clients are not all […]
by Tony Vidler “Only 2% of consumers would go to a financial planner to take out life or other personal insurance” “Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would seek investment advice from a financial planner” Wow. What on earth do consumers think financial planners […]