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The Words We Choose To Use Have Power
by Tony Vidler        If we want to give ourselves the best chance possible of influencing clients and prospects to change course, which is what professional advice is all about really, then there is no doubt that the words we choose to use can make an enormous difference. Enough experts have done enough research over enough […]
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influencer soft skills
The Essential Soft Skills Needed To Influence
by Tony Vidler        To influence others requires softs skills rather than hard core sales skills and techniques.  The financial adviser is supposed to be an influencer…our role is to influence others to make better decisions than they would otherwise have made. In order to become a more effective adviser the ongoing development of the […]
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Want Prospects To Open Up? Learn from the Pro’s who make millions doing it for a living…
by Tony Vidler        We need prospects to open up if we are to to do our jobs well and help them as much as possible.  That takes a bit more thought and skill than merely flicking between open and closed questions. In today’s world with it’s much greater emphasis upon individual opinion and with our […]
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How to validate your preferred solutions
by Tony Vidler        Most experienced advisers have preferred solutions that they go to first.  But the variety of preferred solutions from those very good  advisers often concerns regulators and industry observers…and that’s usually because there is a process lacking for validating those preferences. Everyday the situation arises where one adviser recommends Company A as a […]
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If you want people buying your advice, then dumb it down!
by Tony Vidler        When it comes to getting people buying your advice one of the best tips I can give is “dumb it down- but don’t treat them like dummies“. There is a big difference between “dumbing it down” and treating people as if they are dumb.  The first is about simplifying the message in […]
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These 4 things make it easy for prospects to say YES
by Tony Vidler        We all want all of our prospects to say YES, but getting them to do so isn’t necessarily about having a clever line that they can’t say “no” to. Which do you think is more effective with todays educated, wary and sophisticated consumer? 1. The clever sales technique that has you […]
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Eliminate tyre kickers, and value your expertise properly
by Tony Vidler        Being properly valued for your expertise and eliminating the time-wasting tyre-kickers is an ongoing problem for many financial advisers.  That is even more true for those making the transition from purely commission-based remuneration to generating fee-paying work where they are charging for that time or expertise. Managing the remuneration transition whilst also […]
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Paying COI’s: Should You Be Sharing Fees Or Commissions?
by Tony Vidler        Is it appropriate to be paying COI’s a share of your success from their introductions or referrals? Should you share fees or commissions in other words. Personally, I think not.  However, it is just a little more complicated than a simple “yes” or “no” because there are perhaps conflicting views.  So […]
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If you still need more clients then you probably need different skills
by Tony Vidler        Financial advisers who need more clients need to be better marketers than salespeople in todays environment.  For most that means they probably need new, or more, skills.  Not more technical skills; more commercial skills.   While financial advisers have been figuring out how to get ever-more-compliant and deliver yet-more-paper over the […]
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How do you create an “Act Now” mindset with clients?
by Tony Vidler        One of the ongoing challenge in marketing professional services is simply getting people to “act now”.  We have to overcome their lack of urgency. Because our service will still be there tomorrow, right?  And usually the need to be addressed by us is a future need, and maybe well into the future….so […]
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