advice process Archives - Page 7 of 21

10 Ways To Build Trust With Prospects

by Tony Vidler Trust is not given automatically by consumers. You have to build trust with prospects in todays market over time. That’s a reality. It is earned. 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 ourselves. There […]

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 their […]

Imagine if we REALLY were 100% honest with clients

by Tony Vidler We are expected to be 100% honest with clients, and total honesty with clients is a wonderful concept but 100% honesty in all things with our clients would kill the relationships and kill the industry. Don’t get me wrong: I believe in full transparency and ensuring consumers get all the information […]

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 to […]

3 Is The Key To Effective Presentations

by Tony Vidler 3 is the magic presentation number. Effective presentations are structured in “threes”. It is a well established principle that people absorb information best when it is presented in 3 points…and while listing your best 3 features or benefits is more effective than listing your top 10 to most consumers, applying a […]

Where your Value Proposition REALLY fits in

by Tony Vidler A well crafted and well articulated Value Proposition is the key component in any good marketing strategy. Even though it is the most important part of the entire marketing message, it is not the first thing however… To craft a great marketing message for your business there are three essentials and […]

How to create a MORE effective client report

by Tony Vidler The typical financial planning report or statement of advice produced for clients is ineffective. An effective report gets the key points across as quickly and as simply as possible, so that the reader understands them, and is then able to make decisions relatively quickly and easily. It will engage, motivate and rapidly […]

I sell…You sell…We ALL sell. Or should do…

by Tony Vidler I am a professional. I am a salesman. These two things are not contradictory. We all sell stuff. It seems like I’m selling my time these days…sometimes a product….sometimes it is just selling concepts and possibilities. Mostly it is selling behavioural change & fixing other peoples’ problems though. But I sell. […]

The 9 Essentials Of Your Value Proposition…in 9 Seconds

by Tony Vidler There are 9 things you have to nail in only about 9 seconds if you want your value proposition to be truly effective. Sound impossible? It’s tough to craft a great value proposition that hits all 9 things….but it is definitely not impossible. In this quick video we talk about what […]

The biggest personal productivity killer for Advisers

by Tony Vidler Everyone would like to have better business results for less work, and have more time away from the business. Personal productivity – or business efficiency if you prefer – matters, and there are a host of things that can kill it, but there is one really big killer of productivity. It […]

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