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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 […]
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 […]
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 Pro bono is a novel concept for many in an evolving profession – working for free for the public good. But pro bono pays in the long run in a number of ways for a professional. It may sound counter-intuitive but giving away your knowledge, skill and time for free is a […]
by Tony Vidler Being properly valued for your expertise and eliminating the time-wasting tyre-kickers is an ongoing problem for most financial advisers. That is even more true for those making the transition from purely commission-based remuneration to generating fee-paying work where they are charging for that time or expertise. Managing the remuneration transition whilst also […]
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 […]
No Value Proposition? Then how will prospects decide who to choose?
how to avoid being a commodity as a professional adviser and being chosen on price or convenience comes down to having a strong value proposition. Building a great brand involves more than just a value proposition, but this alone can eliminate those who choose just on price...
by Tony Vidler There are notable differences between high growth professional firms and others when it comes to differentiating themselves. How they choose to express their value and stand out is quite different to the mainstream. Undoubtedly the average or low growth firms inability to express what their difference is in relation to […]
by Tony Vidler Every individual has a personal brand – whether they realise it or not. And that brand can have, indeed it “should have”, influence. We recognise the power and importance of the personal branding in athletes, celebrities and politicians, and yet, all too often it is the most under-rated contributor to commercial […]