Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 2831, Twitter: 13061, LinkedIn: 689
Understand The Buying Journey To Get More Clients
by Tony Vidler The decision-making process – or buying journey as it has become known – that prospective clients go through today is complex, time-consuming for all parties, and is also often an incredibly frustrating affair for all parties. It is less frustrating if we understand what is actually going on and allow the […]
by Tony Vidler One of the primary functions of the professional adviser is to influence clients to make change. Or sometimes, influence them not to change things. Our role is to manage client behaviour to help generate the desired outcomes that clients want. We must get them to act, or not act, in order […]
by Tony Vidler Becoming an advice client is not quick and easy for consumers really…every decision, every solution, every recommendation seems to be a major journey for them. We know it is true, and we know that the process of onboarding a new client takes longer than ever and more barriers to engagement […]
by Tony Vidler Reaching todays common client is not easy for professionals. They are easy to find for sure, but reaching them and getting their attention is something else again. When you consider how a buying process happens today it becomes a lot easier to understand why it is so hard – and what […]
If you want people to buy your advice, then dumb it down!
by Tony Vidler When it comes to getting someone to buy your advice one of the best tips I can give is “dumb it down- but don’t treat them like dummies“. There is a big difference between “dumbing it down” and treating people like dummies. The first is about simplifying the message in order […]