advice process Archives - Page 10 of 21

To fix repeated problems, you need a process!

by Tony Vidler For financial advisory firms the word “process” has become synonymous with “best practice advice”, but good process is so much more than just a compliant and well-documented series of advice documents. Process cures problems. Process is what builds franchise businesses. Process is what creates turnkey operations that are highly valued […]

For Converting Prospects Patience Pays Off!

by Tony Vidler Converting prospects is no longer about sales technique, it is about patiently engaging and educating and matching their timeframe. But being a lot more patient than ever before pays off with higher value clients who stay longer. But how patient do you have to be? Research consistently shows that […]

Written Advice: Should it be Clear? or Concise? Or Effective?

by Tony Vidler When it comes to delivering our written advice to clients there is a tendency to be guided by the words used by the regulators, or law, in how that advice is framed or written. The written advice, be it financial plans or Statements Of Advice being delivered to clients, are however […]

The 4 Step Ethical Test for Financial Professionals

by Tony Vidler I attended a Rotary function as a guest and ‘discovered’ the best ethical test I’ve ever heard. When I say ‘discovered’, I personally didn’t discover anything at all…but I was introduced to The Rotary Philosophy which was a discovery for me. It is hardly new, having been written in 1932, however amidst […]

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 […]

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 – […]

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 […]

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 […]

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 […]

Be Valuable By Simply Making Clients Lives Easier

by Tony Vidler There are many ways to be valuable to clients, and a frequently overlooked aspect of value is simply maing clients lives easier for them. A massive opportunity exists for advisers to remove complexity from their clients lives, and in turn, be valued for the advice and convenience they deliver to […]

advice process

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