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Sweat the small stuff: it is what we CAN control!
by Tony Vidler        I keep hearing “don’t sweat the small stuff” and every single time I hear someone say it I think of work, and what we do, and automatically think “if we don’t sweat the small stuff we are doing an awful job”.   The small stuff is the very stuff that financial advisers […]
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Robo-Advice? It is GREAT For An Adviser Business…
by Tony Vidler        Robo-advice is great for all of us in the advice arena, because WE learn more about consumers appetites for advice and product and WE learn more about their behaviour.  That helps us deliver better services of higher value.  It is one of the major benefits of the intense interest and investment […]
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High Net Worth Clients: The 3 Strategic Issues You HAVE To Get To Grips With
by Tony Vidler        The nirvana for most professionals is to work only with high net worth clients.  The challenge in doing so is that the affluent are inevitably becoming more difficult to get in front of personally.   As with the famous line from Jurassic Park – “life will find a way” – so […]
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Consumers won’t use Financial Planners until they know what we do…
by Tony Vidler        “Only 2% of consumers would go to a financial planner to take out life or other personal insurance” “Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would seek investment advice from a financial planner” Wow.     What on earth do consumers think […]
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Publishing Content: it’s where authority meets effective marketing
by Tony Vidler        Every professional should aspire to being an Authority to their chosen audience in my view. The ideal is you have top-of-mind-awareness with your target market of course, but more than just being the first person they think of when a particular issue arises, you want to be positioned as their only viable […]
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How do you prepare clients to recommend you?
by Tony Vidler        Having clients recommend you remains the best marketing tactic there is, bar none. Despite plenty of research is telling us that our future clients are making buying decisions differently today, than say 5 years ago and despite the impact of online content and search many consumers still ask their friends and […]
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In Process there is Profit!
by Tony Vidler        That word “process” is just deadly for so many advisers today that too many won’t have bothered reading this far…but process creates profit. But Process IS Profit.   “Process” has become associated simply with compliance in delivering financial advice, but process is way more than that.   Processes become the IP […]
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5 Lessons From The Post Mortem of a Marketing Campaign Disaster.
by Tony Vidler        You should always do a post mortem on marketing campaigns. There are always lessons to learn and apply to improve future marketing campaigns.  Sometimes the ones with the greatest lessons are the ones that were a complete flop. This the post mortem from one I observed – and did NOT approve of […]
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The 4 Actions Needed To Create A Personal Service System That Pays Off
by Tony Vidler        An ongoing challenge for any service business is to create “Mass Personalisation”, or something akin to a factory production line that delivers constant quality efficiently, but which still feels personal to the end user.   In professional services it is creating and efficient and affordable business system that allow mass actions […]
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Actually Using The Pareto Principle To Improve Service And Profit
by Tony Vidler        Everyone has heard of Pareto’s Principle by now, but are you actually using it to improve  profit…or improve service….or is it actually “improve service to improve profit using Pareto”?   It is the latter. Undoubtedly.   Improving service leads to greater retention, or longer duration of client engagement & revenue.  Improving […]
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