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If it’s too expensive then 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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New Ways To Lift The Game With Customers
by Tony Vidler        Have you thought about rolling the dice and asking your customers what they would like you to provide?   In professional services we are often reasonable at surveying our customers for satisfaction and service levels, and asking generic questions about how we can improve in those areas.  More often than not […]
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When To Take Online Engagement Offline
by Tony Vidler        A frequently asked question by professionals using digital marketing is “how, and when, do I take the online engagement offline into the real world?”   Let’s assume for the exercise that you have made a new connection on Linked for example.  Often professionals will make new connections and then wonder what […]
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The best way to manage emotional clients
by Tony Vidler        There comes a time for all of us when we find ourselves dealing with a client who is not acting rationally, or logically, and is driven by their emotions. It’s tough to handle isn’t it?   There is every risk that whatever you do will be seen as confrontational, or dismissive […]
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Good? Fast? or Cheap? What sort of advice is it going to be?
by Tony Vidler        A few years ago a university in New Zealand conducted a study to find out where consumers were turning to for financial advice. At the time they found that the number one source of financial advice for most respondents was “newspapers and media”.   For 29% of the population that was […]
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10 Ways To Build Trust With Prospective Clients
by Tony Vidler        Trust is built over time.  It is earned.  It is not given automatically to most professionals by most prospective clients at the outset. That’s a reality.   The very best we can hope for when someone doesn’t really know us yet is to be trusted enough to be given a chance to prove […]
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Could Advisers Be DRIVING Revenue To Online Providers?
by Tony Vidler        I do keep wondering if advisers realise how much revenue is waiting to be unlocked by them inside their existing business?   A little while ago I was talking with a business that provides outsourced client servicing solutions and they provided me with some of their data from working with financial […]
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10 Mistakes That Advice Businesses Keep Making
by Tony Vidler        So many advisory firms do not realise their potential, and the top mistakes which hold them back are more often than not nothing to with their ability to be great advisers. They tend to fall into the category of being basic commercial mistakes.   So the main mistakes that advice businesses […]
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A Good Financial Adviser MUST Consider Risk Management
by Tony Vidler         Financial planners and professional advisers who do not tackle risk management issues thoroughly for clients do the clients a disservice.   Perhaps that is a little challenging to some of todays professionals, however too many advisers seem to struggle with positioning risk management in their suite of services to clients.  It seems […]
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Why Lawyers sell more than Financial Planners
by Tony Vidler        Why is it that everyone tells jokes about lawyers and begrudges their work, yet lawyers tend to do pretty well in business?   How is it that lawyers who tend to be pretty awful at marketing their services get so much business?   Why is it that so many financial advisers […]
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