compliance Archives - Page 12 of 12

5 ways to make smarter use of your CRM system

by Tony Vidler In days gone by Customer Relationship Management (CRM) systems were used as little more than simple marketing machines. They contained enough information to know who your clients were and how to contact them, and perhaps even had some prospects in there, and be able to produce a mail merge to run […]

How to explain your Process and Fee to clients

by Tony Vidler Many advisers have difficulty explaining their fee basis, and the client advice process, in a clear and logical way. It becomes a barrier to engaging clients, and undermines our professional image, when we fumble and stumble on a fairly straightforward part of being in business. As with most things in the […]

Soft Dollars are terminally ill….thankfully

By Tony Vidler, CFP CLU ChFC I’m calling it: Soft dollars for financial advisers as we know them today is officially “terminally ill”. Their death is not quite guaranteed, but the odds are very high that they shall die soon’ish… But I personally think they will die far faster than most expect. And thank God […]

Here’s how to move into "Stealth Mode" when doing your prospecting research on LinkedIN.

by Tony Vidler It seems that while a lot of professionals now have a presence on LinkedIn they are often not actually using it to prospect for potential new clients. That seems odd to me given that Linkedin is a Business-2-Business networking platform: it exists to assist people in business network with other people […]

Commissions, Conflicted Advice…and finding common ground

by Tony Vidler Well..it has happened. Life Insurance sales commission in Australia is regulated to lower levels, albeit with a phase in period. (See: Life Insurance Commission Reform is Happening In Australia) The arguments have at times been ferocious, and those arguments are being watched closely in other jurisdictions such as New Zealand. Here one […]

The Professional Services Firm Model Of The Future Is Possibly A “Fast Food Alley”

by Tony Vidler Ever noticed how the fast food stores tend to cluster together as some sort of “fast food alley”? Have you ever wondered why? There is a “convenience” element for the typical customer of course, however there is a more important reason – which might just be a useful lesson for professionals […]

20 Lessons in the evolution of a LinkedIn user

by Tony Vidler Back in the beginning of my personal social media evolution, about 3 years ago, a friend sent me a LinkedIn connection request…and I had no idea what LinkedIn was, or why I should bother using it. So being a brilliant technology user, I rang him to find out why he had sent […]

The Financial Adviser Dinosaur: Not yet extinct

by Tony Vidler Despite all the changes in financial services over recent years the “Financial Adviser Dinosaur” is far from extinct. Bear in mind that pretty much everything I know about dinosaurs has been learned from watching all the Jurassic Park movies – twice, so I am a bit of an authority on them. […]

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