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Sanity Check: A Statement Of Advice should be a “statement”
by Tony Vidler When it comes to providing advice in writing to a client there is undoubtedly unnecessary complexity. In fact the proverbial “Statement Of Advice” has become anything but a “statement”. It generally takes the form of a tome… A “tome is a scholarly work…usually large, heavy and laborious in its detail. A […]
Meeting Client Expectations Is In The Clients Interests Too, isn’t it?
by Tony Vidler What constitutes “Best Practice” advice process is a constant work in progress, but it does not develop as rapidly as either technology or client expectations. In fact, there is a distinct probability that the gap between what professionals call best practice advice and what clients expectations are will continue to widen. […]
by Tony Vidler That sinking feeling you get when an insurer comes back with an adverse decision and you have to present it…basically telling the client that actually, they are a higher risk of something bad happening….it is an unpleasant and stressful time for a financial adviser. Presenting these adverse decisions such as […]
by Tony Vidler I blame Uber for all of this. But maybe TripAdviser started it…Whatever, everyone out there now expects to be able to give a review of any business, and read others reviews of that business. it has become the norm. Positive reviews of a business are a pretty serious driver of trust […]
by Tony Vidler It is tough to get clients and prospects to follow our advice a lot of the time, and it makes a huge difference if we can figure out how to be more effective when giving recommendations. More people will follow our advice, we help more people get the outcomes they are […]
Big Ticks: Best Stories For Professionals This Week
by Tony Vidler Information, ideas, tips…the articles for professional 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 they […]
by Tony Vidler To get prospects to buy you and your advice 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. The missing ingredient is “beliefs”, and it is understanding the […]
Create Top Of Mind Awareness With Your Own Clients
by Tony Vidler Who do most people turn to first for financial advice? Their family. Research in multiple countries and jurisdictions repeatedly shows that the number one source of advice for consumers who do not currently take financial advice from a professional is their family, closely followed by their friends. The numbers […]
How To Deliver The “Right Advice” In The “Right” Way
by Tony Vidler Delivering the right advice consists of getting 2 things right: delivering advice that will work for the client, and delivering it in a manner which will result in the client taking action upon the advice. Getting both of those right is no simple thing. The first of them is […]
by Tony Vidler The financial adviser is supposed to be an influencer…our purpose 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 skills that are required to deliver influential advice should be deliberately developed. But […]