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How do you WOW the new client?
by Tony Vidler        What steps do you take to eliminate buyers remorse with a new client?   It happens with virtually all new clients: You do all the hard work of finding, attracting and engaging them, and of course you have superb service for ALL your ongoing clients….BUT…at the outset when the dust has […]
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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as […]
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You can help your clients say YES more often
by Tony Vidler        All advisers want clients to say “yes” more often…in particular “yes” to everything that the Adviser could be doing for them instead of just getting a “yes” to one service.  To achieve that an Adviser needs to continually raise clients awareness of everything that you can do to help them – […]
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Creating advocates
The 5 big C’s that will create advocates for you
by Tony Vidler        If you want to move clients up the loyalty ladder and create advocates for your business there are 5 critical areas that you have to demonstrate, and the clients have to believe, before the business relationship will bloom to full advocacy.   In this quick tips video we discuss these 5 […]
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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as […]
Read more.
sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as […]
Read more.
sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as […]
Read more.
sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as […]
Read more.
Powerful marketing uses this word…
by Tony Vidler        Powerful marketing uses powerful words, and there is no word more powerful in marketing professional advice than this one.  It is: “Guarantee“   How can we tap into the power of providing a guarantee in professional services, especially in these increasingly litigious and compliance-focussed times?   We can use it by […]
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why financial planning clients leave the financial adviser
Client Twisting: Why clients move
by Tony Vidler        Clients move firms.  It is just a fact of life.  When they leave us most times we blame someone else…we call it “twisting” or “churning”. The immediate inference is the client only left because somebody else – who is less ethical – took perfectly good business and moved it for no […]
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