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The 4 Actions Needed To Create A Personal Service System That Pays Off
by Tony Vidler An ongoing challenge for any service business is to create “Mass Personalisation”, or something akin to a factory production line that delivers constant quality efficiently, but which still feels personal to the end user. In professional services it is creating and efficient and affordable business system that allow mass actions […]
Actually Using The Pareto Principle To Improve Service And Profit
by Tony Vidler Everyone has heard of Pareto’s Principle by now, but are you actually using it to improve profit…or improve service….or is it actually “improve service to improve profit using Pareto”? It is the latter. Undoubtedly. Improving service leads to greater retention, or longer duration of client engagement & revenue. Improving […]
Professional Service: There’s extra money going the extra mile
by Tony Vidler Often professionals forget how valuable the service bit is in a “professional service” business. Everyone has heard some story about how a business did well from going the extra mile for a customer…but rarely do you hear about a professional services business that has a standing process for going the extra […]
Innovation in delivering Financial Advice: Does it have to be this way?
by Tony Vidler “Innovation” and “delivering financial advice” do not usually go together for the majority in the industry. The way advice is delivered by tens of thousands of professionals tends to gravitate to the same methodology. There is safety hiding in the herd, right? Then the type of advice delivered by tens […]
Crisis Communications: Sending Virtual Hugs Is Not Silly
by Tony Vidler ok…maybe it isn’t appropriate for professionals to actually send virtual hug memes. But then, maybe it is. It all depends on the relationship you have with the client doesn’t it? For some it might indeed be right….but that isn’t really the point of this article. It is the concept of “sending […]
by Tony Vidler A fisherman friend gave me a great prospecting reminder: fish at your feet first. His point was a simple one: why spend a lot of effort casting, and risking throwing your bait, and then having to reel in loads of line until you’ve caught the ones right next to you? Isn’t that […]
by Tony Vidler “How often should I send emails?” is the perpetual question asked by professionals who are beginning to build an engagement marketing system or lifting their client communications and services standards. The objective is to find that balance between being continually present, but without being a nuisance. The bad news is […]
The "service" bit in your service business just might be the best ROI
by Tony Vidler The standout burning issue for most professional services firms remains attracting and developing new business, and advisers have a lot of distractions. The thing that is often compromised is existing client service as advisers deal with all the change and try to remain commercially viable. Yet, the most valuable investment […]
How To Balance Satisfied Clients With Profitability
by Tony Vidler What impact on practice profitability does this have: “Despite ongoing efforts to improve service, positive customer experience levels decreased significantly across the world” This was from a report released a little while ago on the performance of the insurance sector globally, and it highlights a real dilemma for practitioners. […]
Be Prepared To Get The 80% Of Practice Revenue That Is Just Waiting For You
by Tony Vidler You know that there is a good chance that something like 80% of your practice revenue will come from about 20% of your clients…but do you leave that to chance? We are talking about your best clients of course being that 20% who produce the lion’s share of the income, […]
Ten Advisor Websites That Stand Out From the Crowd
Team XYPN breaks down ten of the best financial advisor websites and what helps them stand out from the rest.