advice process Archives - Page 13 of 21

How To Make More Effective Advice Recommendations

by Tony Vidler If we can make more effective advice recommendations we increase comprehension and engagement and shorten the implementation timeframe. That’s good for everyone involved in the process. More people will follow our advice, we help more people get the outcomes they are looking for, and business is better for everyone. So […]

Professionals Have, And Use, Processes

by Tony Vidler True professionals don’t just HAVE processes, they have processes they use everywhere in their work. All the time. Professionals are in fact process-driven. We need to learn from those professions where the outcome of a poor day on the job is literally life or death. That isn’t generally the case […]

The Customer Is NOT King; The Customer Is Not Always Right

by Tony Vidler The mantra of “customer is king” is rubbish. The customer is not always right, and the customer is definitely not the stakeholder who provides permission to practice. Yet we keep hearing that the customer is king from marketers and interest groups as if it were a commandment. A King or […]

Bring Back The Long Lunch…it will be good for your business!

by Tony Vidler Tom Peters suggested many years ago that one of the most effective marketing activities a professional could engage in were weekday lunches. 250 of them in fact over the course of the year. That is perhaps a bit excessive in today’s environment (and for ageing waistlines), but the concept […]

YOUR need will kill the sale

by Tony Vidler I think it has always been true, but it is more true than ever: a needy adviser is a major turn off to potential clients. YOUR need will a sale. Sometimes, perhaps too many times, the reason why consumers do not buy is because of us. Whether we are trying […]

Getting More Prospects To Buy Your Advice

by Tony Vidler To get prospects to buy your advice and change direction you have to “sell emotion” and support it with logic, right? Not quite….there is a piece missing in this formula which is is largely accepted as the methodology for selling intangibles I believe. I believe that the missing ingredient is […]

Use Visual Aids To Create Better Advice Engagement

by Tony Vidler Advisers try to create simplicity from complexity, and the most effective way of doing that is to use visual aids. They create quicker understanding and better engagement simply because most people find it easier to comprehend new or difficult information when it is presented visually. We all know from personal […]

How does culture create lasting success?

by Tony Vidler If you doubt that culture can create lasting success, then consider this: Imagine a sports team (or club if you prefer) that competed continuously for well over 100 years and during that time had a winning record against all comers of over 83%? The best that every nation on earth can […]

Your Constant Output Problem Is Usually Really An Input Problem

by Tony Vidler We like constant output…constant revenue coming in the door is the output we seek right? Too often financial advice businesses struggle to achieve constant output though…it gets a bit “peak and trough”. Well…when we have a repeated problem – like inconsistent results – we need a process. Why? […]

How to create engaging conversations

by Tony Vidler Creating engaging conversations with people you don’t know well, or who feel they don’t know you well enough, is difficult. It can be even more difficult when they are guarded…thinking maybe that you are just there to sell them something. You can engage even the most guarded and difficult prospects […]

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