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Compliant Advice: Here are the only 3 things that matter
by Tony Vidler Whenever the topic of compliance, or the “advice process”, comes up most advisers see themselves like this: Everyone is throwing everything at you with the sole intention of destroying you, right? As a consequence, compliance is largely considered a burden. As is usually the way of these things a substantial body […]
How to do client video testimonials the right way!
by Tony Vidler Testimonials are good for business – but we all know that, right? Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far […]
How to get customers enthused when our products are boring
by Tony Vidler How can we create or transfer enthusiasm to a customer when: Our products are as boring as the boring-est thing ever. The Value that customers receive from financial services products could be years and years and years away….if “physical value” actually ever turns up at all Our products are as boring as the […]
Don’t rush to go “The Extra Mile” in client service just yet…
by Tony Vidler Go the extra mile and clients will love you, right? Maybe not. While I would be the first to say that an area of opportunity for professional services firms to excel in comparison to their competitors is in “providing service”…the answer to getting to more clients on the “satisfied” […]
Helping Consumers Compare Solutions Will Lead Them To You
by Tony Vidler Todays consumers will compare before deciding who to use, so help them do it. If you help consumers compare solutions well, it will lead them to choose you. And it can streamline your advice when you do get chosen. Use the generic product or strategy information from your financial plans or statements […]
by Tony Vidler Pretty much every time I get into a discussion with professionals about building up their business they begin by thinking that the answer is “get more prospects“. There is no doubt that getting more prospective customers helps build a business of course, but what builds a business faster and less stressfully […]
The Madness of Creating Videos Without a Master Plan
by Tony Vidler A little while ago I participated in a survey on marketing by financial advisers internationally. The results were intriguing in that clearly there is widespread recognition by advisers of the importance and effectiveness of creating videos as a communication and marketing medium, however there is a disconnect too as the majority […]
R.I.P. To Some Accepted Wisdom For Growing A Practice
by Tony Vidler In challenging times growing an advisory practice is incredibly difficult, and one of the methods has become conventional wisdom – but that doesn’t mean it is right in these days of fundamental and structural change. The concept of a professional firm requiring 3 distinctly different roles of a Finder, Minder […]
by Tony Vidler If you believe in the value of advice, then it makes sense to believe in the value of getting advice for yourself – or rather, for your business. Nearly every small business can benefit from having a robust governance structure providing strategic input (and insight), additional skills, accountability and excellent risk […]
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 for professionals […]