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strategic-difference
5 Points Of Competitive Difference
by Tony Vidler        Talking recently with some institutional people the topic of differentiating, or competing successfully, in financial services was raised and I suggested that there were just 5 key areas that one must consider competing in.   To truly excel and outperform the competition I believe that you need to aim to be […]
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adviser-planning
How will next year be better?
by Tony Vidler        Just one question should be dominating practitioners minds at this stage of the year:   How will next year be better? HOW is the critical word here. Professionals are great at setting goals and targets.  They are great at analysing and doing the numbers that tell them what activity at the […]
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client-engagement-process
An advisers engagement process might look something like this…
by Tony Vidler        It is a rarity for a new customer to walk in off the street and just decide to buy some insurance or an investment product or a bit of planning from you, right?   That probably hasn’t happened for 10 years (if ever!).   So how do they decide to buy […]
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your story
Be like George…share your story!
by Tony Vidler        Professionals should take a leaf out of George’s playbook and share their story.   Be like George.   Who is George?   He’s just a young man who is trying to get ahead in life and who took the initiative to get out and start marketing himself – and is doing […]
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creating-a-value-proposition
How to begin creating a Value Proposition
by Tony Vidler        Creating a value proposition that truly differentiates a professional and resonates with the target market audience is one of the hardest things to create, and one of the most important.   It is THE thing which sits at the centre of all your marketing if you get it right.  It becomes […]
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Here’s how to move into "Stealth Mode" when doing your prospecting research on LinkedIN.
by Tony Vidler        It seems that while a lot of professionals now have a presence on LinkedIn they are often not actually using it to prospect for potential new clients.  That seems odd to me given that Linkedin is a Business-2-Business networking platform: it exists to assist people in business network with other people […]
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creating customer convenience
The Professional Services Firm Model Of The Future Is Possibly A "Fast Food Alley"
by Tony Vidler        Ever noticed how the fast food stores tend to cluster together as some sort of “fast food alley”?   Have you ever wondered why?   There is a “convenience” element for the typical customer of course, however there is a more important reason – which might just be a useful lesson […]
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