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important or urgent
Priorities: Which urgent AND important person comes first?
by Tony Vidler        The classic urgent AND important dilemma: your best client is on the phone talking to you.  An incoming call from your top Centre-of-Influence comes in while talking to your best client.   Do you “end and accept” – hanging up on your best client?  Do you ignore your COI? Are you […]
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importance of frequent contact
The Importance of Frequent Client Contact
by Tony Vidler        Advisers underestimate the importance of frequent client contact  and “Frequent contact” is in itself a phrase that is interpreted differently amongst advisers.   So how often is “frequent”?  How often is often enough?  For a long while the mantra was “be in touch every 90 days”, but that was in a […]
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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 […]
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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 […]
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customer service pays for financial advisors
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 […]
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challenge your thinking
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 […]
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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 […]
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prospecting fishing analogy
Prospecting tip: “Fish at your feet first”
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 […]
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send-emails-how-often
How often is too often to send emails?
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 […]
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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 […]
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