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If you’re converting only 1 in 10 prospects you have a problem
by Tony Vidler        There was a time when converting 10% of your prospects was the path to career success as a financial adviser.  Hard to believe perhaps, but true.  Everyone starting in a sales role was told to just “see the people, see the people, see the people!”? The expectation was that our fame and fortune […]
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Is it just a bad day or is it a bad job?
by Tony Vidler        How can you tell if you are just having a bad day on the job, or whether it is time to move on from the job completely?   There’s no escaping the fact that even in great jobs that we love, there are days where things just don’t go the way […]
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Beware of…well…just beware when giving advice!
by Tony Vidler        Times have never been more dangerous for giving advice..and it is a time for financial advisers themselves to beware of consumers.  Well, perhaps not consumers per se, but certainly all the interested parties who say they represent consumers interests.  It is not just the increasing oversight from regulators and professional scrutiny from […]
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The Myth Of Independent Advice
by Tony Vidler        The search for “independent” advice is rather like the Quest for the Holy Grail.  It doesn’t exist.  The search is fruitless and doomed because there is no Holy Grail. Independent advice simply does not exist.   The argument for those wanting to say they are independent (or being allowed to by regulators) […]
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Are you making the most of your email marketing opportunities?
by Tony Vidler        Possibly THE most important marketing tool any adviser has is email.  It is the critical link between marketing and sales….the thing that connects the leads, or opportunities created by your marketing efforts, into engaged prospects and ultimately clients as it is the primary means of moving to personalised advice or engagement.   […]
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The Annual Review Meeting: You CAN Be Compliant Without Being Dull
by Tony Vidler        The Annual Review process for financial advice clients is often seen as a rather hum-drum thing by the clients (if not advisers themselves), and getting clients to engage in it can be a real challenge.   It doesn’t have to be that way of course. With a little imagination it can […]
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Fees For Advice: How to get paid every step of the way
by Tony Vidler        If advice is valuable then it should be paid for.  Getting paid fees for advice alone seems to be an issue as Financial Advisers often do not get paid what they should for the difference their advice makes…and more often than not it is the advisers’ fault.   I have been […]
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Sweat the small stuff: it is what we CAN control!
by Tony Vidler        I keep hearing “don’t sweat the small stuff” and every single time I hear someone say it I think of work, and what we do, and automatically think “if we don’t sweat the small stuff we are doing an awful job”.   The small stuff is the very stuff that financial advisers […]
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How to go about creating the RIGHT Strategic Alliance
by Tony Vidler        A good strategic alliance or two can be the thing that makes success for a professional services firm.  It can be a complete game changer.   In fact it is so important to get right that the key to finding and forging the right strategic alliance is thinking strategically to begin […]
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Financial advisor CRM database
What to consider when selecting a CRM system
by Tony Vidler  One of the thorny issues for financial advisers is finding the right CRM system.   What makes it difficult is the struggle to define what is “right”.  As with most things in business, one should begin the decision making journey with a clear view of what you are trying to achieve.  Begin […]
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