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Financial Adviser Titles: What’s in a name?
by Tony Vidler Do financial adviser titles matter? A good question given the number of advisers who seem to try and elevate their professional positioning by referring to themselves as something other than “a financial adviser”. You know what I mean….financial advisers who have titles like “Risk Mitigation Specialist” or “Personal Financial Manager”…. Something […]
How to get better positioning with LinkedIn Endorsements
by Tony Vidler A feature of LinkedIn which is particularly helpful to a professionals’ positioning is the “Skills & Endorsements” section of your individual profile. This section is only helpful though if it fairly reflects you expertise and there is a reasonable volume of support attesting that you do have that expertise. Unfortunately this is […]
by Tony Vidler Every financial adviser should have a blog by now…especially now when so many consumers have so many questions about money, and so much time to google them, and so many opinions to read that it is overwhelming. Becoming a trusted voice online has probably never been easier for an adviser in […]
by Tony Vidler The financial adviser is supposed to be an influencer…our role is to influence others to make better decisions than they would otherwise have made. In order to become a more effective adviser the ongoing development of the skills that are required to deliver influential advice should be deliberately developed. But […]
Your Reputation IS Your Personal Brand – and it is what matters most
by Tony Vidler For most advisers the only brand that truly matters is, or should be, their personal brand. Not the corporate brand, or licensees brand, or dealer group or avourite financial insititutions…YOUR brand. And when it comes to your personal brand, reputation is everything really. A lot of professionals get their branding […]
by Tony Vidler Where do you start when it is time to get a makeover for your business? How do you even know when to do it? Well I’d suggest “when” is driven by whether your business is growing at the rate you expect, and attracting new clients. If it isn’t achieving that, then […]
by Tony Vidler The problem with most prospecting and lead generation activities for most firms is that they are aimed at capturing one prospective client at a time. There is no leverage in these efforts. Writing introduces leverage, whereby the same effort results in multiplication of impact. It is simple maths – if […]
by Tony Vidler The elite performing financial advisers are substantially better at positioning themselves professionally than average advisers are. That positioning really pays off too: surveys suggest that they get 2.5 X MORE business from new clients than average advisers. And to really highlight the performance difference they are getting vastly higher business levels […]
The Professional’s Branding Challenge: how to look different while blending in (& why it matters)
by Tony Vidler When it comes to creating a personal brand as a professional, the irony is we have to look different – while blending in and looking the same. One cannot afford to look any less professional than your peers or competitors. So to a large degree degree there is a market […]
The 1 Big Mistake Professionals Make When Trying To Position As An Expert
by Tony Vidler One of the greatest ways to attract the type of business you prefer is “Expert Positioning”, and most professionals could do it if they really wanted to. The reality is that most professionals are experts, and their knowledge should be highly valued… But very few actually work to position themselves […]