adviser Archives - Page 2 of 40

How to validate your preferred solutions

by Tony Vidler Most experienced advisers have preferred solutions that they go to first. But the variety of preferred solutions from those very good advisers often concerns regulators and industry observers…and that’s usually because there is a process lacking for validating those preferences. Everyday the situation arises where one adviser recommends Company A as a […]

The Case Study is an incredibly powerful (and under-utilised) Adviser marketing tool

by Tony Vidler The case study is without doubt one of the most effective marketing tools a professional can use today as clients demand more and more content which engages them and highlights expertise. It is one of the more powerful marketing tools for professionals services, and appears to be largely ignored by professionals. It […]

Change Is The New Normal For Financial Advice Businesses

by Tony Vidler Financial advice is not going through some changes; constant change is the new normal. Whatever regulatory stuff you are going through now in your particular jurisdiction will not be an end to it. It will be ongoing. More importantly though, compliance and regulation are not the important constant challenge for financial advice […]

How to Position To Get The Right Referrals

by Tony Vidler Getting referrals is difficult enough for many, but to get the right referrals is even tougher. It’s always nice to get any referral of course, but it doesn’t help if we do get a referral and it is someone that we just can’t deliver great value to. So we do want to […]

If you want people buying your advice, then dumb it down!

by Tony Vidler When it comes to getting people buying your advice one of the best tips I can give is “dumb it down- but don’t treat them like dummies“. There is a big difference between “dumbing it down” and treating people as if they are dumb. The first is about simplifying the message in […]

Target Marketing: Is it an “Either/Or”?

by Tony Vidler Advisers talk about target marketing as if it is an “either/or” choice. One has to be focussed on the ideal client only and ignore everyone else, or alternatively, you have to be focussed on dealing with as many potential clients as possible and give up on the idea of the “ideal”. […]

These 4 things make it easy for prospects to say YES

by Tony Vidler We all want all of our prospects to say YES, but getting them to do so isn’t necessarily about having a clever line that they can’t say “no” to. Which do you think is more effective with todays educated, wary and sophisticated consumer? 1. The clever sales technique that has you […]

Here is how to explain, and show, your value to a client in 30 seconds

by Tony Vidler I am a massive fan of using simple diagrams to explain technical ideas, but they are also a fabulous way of articulating concepts that people struggle to grasp. One of my favourites is a very simple picture that anyone can scribble on a scrap of paper in 30 seconds, which is […]

Creating Content That Engages Prospects

by Tony Vidler Creating content that engages your target audience takes a lot of effort, and nothing is more frustrating than creating something which you think is marvellous only to find that it goes nowhere because nobody knows about it, and nobody shares it around. It doesn’t have to be that way of course. While […]

Eliminate tyre kickers, and value your expertise properly

by Tony Vidler Being properly valued for your expertise and eliminating the time-wasting tyre-kickers is an ongoing problem for many financial advisers. That is even more true for those making the transition from purely commission-based remuneration to generating fee-paying work where they are charging for that time or expertise. Managing the remuneration transition whilst also […]

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