Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 7618628, Twitter: 14055, LinkedIn: 689
Why not have everyone as "A" Clients?
by Tony Vidler A Clients are just your best ones, right? Why? The concept of segmenting clients into different categories is driven by the desire to introduce efficiency into a practice while recognising that not all clients are of equal commercial value to the firm. It is also a way of recognising that not […]
by Tony Vidler Spoiler: YOU do NOT have to be unique to have a strong differentiator. People mistakenly believe that they have to find their “uniqueness” in order to be able to articulate their value to the market. But your uniqueness doesn’t really matter in reality. You are one of 7 billion unique […]
One Fast-Track Method To Establishing A Reputation As An Expert
by Tony Vidler Personal reputation is more important than ever before, and not just because more people are googling you before deciding to meet with you. One of the other main reasons your professional reputation matters so much is because it is increasingly a driver of professional referrals. Professional referrals are those where […]
The most relevant content for clients and prospects? THEIR questions…
by Tony Vidler The constant puzzle for many looking to be more effective in engaging their clients is finding relevant content, or information to share. One of the constantly overlooked areas of HIGHLY relevant content is the actual questions that clients ask… There are several ways of sourcing client questions of course, from the […]
Showcase your work online if you want customers to choose you
by Tony Vidler There are a number of potential reasons why referrals, or good prospects from any source, decide not to choose to work with an adviser. Some recent research highlights that more often than not it comes down to “we look bad online” though. One of the real areas of opportunity for […]
by Tony Vidler There sure a variety of opinions on how a “WHY” video should be constructed, and what you should cover in it. For me, most of the stuff you read and hear about how they should be just doesn’t make sense. That’s probably because I keep thinking about it from the perspective of […]
One incredibly powerful (and under-utilised) Adviser marketing tool
by Tony Vidler 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 your expertise is the Case Study. It is one of the more powerful marketing tools for professionals services, and appears to be largely ignored by professionals. […]
Use Video To Improve Your Client Experience & Service
by Tony Vidler The majority of professional service firms do not appear to have really taken advantage of the consumer appetite for video as yet, and it seems they have not done so because it is in the “too hard” basket. Or perhaps because there is a perception that to use video as […]
How clients choose when Advisers all seem the same
by Tony Vidler How do clients choose which adviser to use when to outsiders looking at the profession as a whole, everyone looks about the same? Sure there are individual differences in the human beings, with the full range of beautiful people, and those who are beautiful only to their mothers perhaps, and all […]
You fix financial worries…so why not tell prospects that?
by Tony Vidler “Investors spend 475 hours a year worrying about money” apparently. Well I bet the people who don’t have enough to be considered “investors” spend a heck of a lot more time than that worrying about money….but still, this is about 20 days each year spent just thinking or worrying about money […]