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Why your FREE service is a barrier to getting the right business
by Tony Vidler        Most professionals at some point offer complimentary initial meetings or consultations with clients as a “free service”.   It simply isn’t true, and that in itself prevents the right sort of clients coming your way. The fundamental reason why this just doesn’t cut it with consumers is because they don’t believe […]
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To Improve Lead Conversion You Need 2 Speeds
by Tony Vidler          Every lead is gold, and ideally every lead would result in conversion to a client.  The conversion rate really is often the difference between getting a good return on your prospecting and marketing efforts, or perhaps getting no return at all.   The short cut to better conversion is often […]
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buying a financial planning business
What you need to know if you buy to grow
by Tony Vidler        As many advice businesses reach maturity it is common to consider whether they should “buy to grow”.  Should they buy another practice, or more commonly, should just buy a book of business from another practice.     The typical reasons suggested for wanting to grow through acquisition are: 1.  Get new […]
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The 6 P’s of Sustained Peak Performance
by Tony Vidler        How to stay on top of your game, get the results that you want in business, and maintain peak performance….it all comes down to having a system, or a process.   Consistent output does after all usually result from consistent inputs….but putting in the right amount of the right things is what […]
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A financial advisers best weapon: The Meeting Agenda
by Tony Vidler        One of the most powerful weapons in an advisers armory is the Client Meeting Agenda. Yet, so few use them regularly…. The client meeting agenda sets up the entire professional relationship – not just the next hour or so that you happen to be with a client. In addition; It minimises […]
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Fix the prospecting problem forever
by Tony Vidler        You can fix all prospecting problems forever if you generate enough referrals.  It is that simple.  Get this right, and prospecting problems are non-existent, as the number one source of professional prospecting is going to be “word of mouth” for some time to come.   The theory on getting more refrrals […]
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The Art Of Giving Suitable Advice Which Is Defensible
by Tony Vidler         The most challenging area in forming a professional opinion is ensuring that it is “suitable advice”, as what is suitable is subjective – until the time comes somewhere in the future to see if the advice actually worked.   Despite the issue of nobody actually knowing whether advice really was suitable much […]
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advisers-should-use-a-coach
Even Great Advisers Can Use A Coach
by Tony Vidler        Great advisers can use a coach.  Even great advisers running great practices can use a coach.   Pretty bold assertions, right? I mean, after all, we are talking about people who are actually pretty damned good at what they do AND they are good at running the business as well.   […]
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center of influence referral marketing
Bring Back The Long Lunch…it will be good for your business!
by Tony Vidler        Tom Peters suggested many years ago that one of the most effective marketing activities a professional could engage in were weekday lunches. 250 of them in fact over the course of the year.     That is perhaps a bit excessive in today’s environment (and for ageing waistlines), but the concept […]
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coaching-change
Are Your Clients Or Staff Coachable?
by Tony Vidler        Here is a question we should ask when contemplating taking on new clients:   “I can coach, but are You Coachable?”   It’s a tough question perhaps.  It is certainly a confronting question at the very least.  But is an absolutely necessary question…even if we don’t ask the client directly, it […]
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