adviser Archives - Page 33 of 40

Do you REALLY want to be a Great Adviser?

by Tony Vidler An adviser told me that they wanted to be “great”…a GREAT adviser. My immediate thought was would you prefer being considered “great” to having a great business, because you might be able to have both, but then, you might not either. Then I thought “isn’t it healthier and far more enjoyable to […]

The simple prospecting system from the worlds greatest ever salesman

by Tony Vidler According to the Guiness Book Of World Records the greatest salesman in the world was Joe Girard. Joe sold cars…an incredible 13,001 cars sold in his career. One at a time…working “retail” with high priced items. And selling the same things, at the same price, as a heck of a […]

What matters most on your website?

by Tony Vidler What matters on your website the most is the stuff that we think about the least, and that is the very basic of basic stuff. While we think about logo’s, layouts, CTA’s and how to generate enquiries we forget how consumers are using the websites, or rather, what they are using […]

That Tech Competitor Threat Is Really An Opportunity For Some Advisers

by Tony Vidler The robo-advice “threat” is an opportunity for entrepreneurial advisers…as is every other direct-to-consumer offering driven by fintechs. The more I think about it the more certain I am that some advisory firms will prosper from it…but I am just as sure that many will “fail” due to the competition. By “fail” […]

Who Does That Adviser Work For?

by Tony Vidler Which financial adviser is going to be right: the one who charges a fee; the one who is “free”; or; the one charging a commission? Or is it the one who does all of these? Well I suggest that it depends on what you are hoping for and what you […]

Are you a GOOD Adviser?

by Tony Vidler Another week and another bad adviser horror story in the local press…yet, another week and thousands more consumers work with their good adviser privately and attract no headlines. They just make progress quietly towards their savings or investment goals, or protecting their families, or building financial safety nets, and so it goes […]

Could you be a Thought Leader Adviser?

by Tony Vidler A big phrase of recent times for anyone in professional services is “Thought Leadership”. Everywhere you turn someone is writing or saying “be a thought leader”…and nearly every audience asks “what is a Thought Leader, and how do you get there?” To put it in its most simple terms, it […]

How can you value financial advice?

by Tony Vidler Putting a value upon financial advice is a tough issue for advisers and consumers alike. There is a pretty basic concept as far as “Value” goes for any consumer purchase though which is not a bad starting point, and it can be put into a formula: “Value = Benefits – Cost“ It […]

What IS good content for sharing and engaging prospects?

by Tony Vidler When it comes to creating GOOD content that is engaging prospects and your target audience there are a few things to get right, but most of the things you need to get right are not really about what you write or produce. So what makes really good content is not just […]

Practice Development: The Danger Of Promoting A Competent Adviser

by Tony Vidler A genuine danger in practice development is promoting a competent adviser to a role which they are unable to perform well in. In any organisation there is a real risk that a person is encouraged to rise to their level of incompetence. This is just as true for the self […]

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