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practical-financial-planning
Describe Your Services In Practical Terms To Get More Buy-In
by Tony Vidler        Advice should, almost by definition, be “practical”.  It should be a clear course of action that a client can use to achieve a specific outcome.  Why don’t we describe our advice services that way then?   Consumers often struggle to understand what we can achieve for them (or help them achieve), […]
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Taking Prospects On A Journey: It Is Worth It!
by Tony Vidler        There is very little in financial services which is quick and easy for consumers really…every decision, every solution, every recommendation seems to be a major journey for them.   At least that is what consumers think and say.  Those inside the industry think otherwise.  But of course we would.   The […]
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value-of-advice
Getting Prospects To Buy Your Advice
by Tony Vidler        To get prospects to buy you and your advice you have to “sell emotion” and support it with logic, right?   Not quite….there is a piece missing in this formula which is is largely accepted as the methodology for selling intangibles. The missing ingredient is “beliefs”, and it is understanding the […]
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