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How to convert 70% of your opportunities instead of 30%
by Tony Vidler Getting to prospective customers today is easier than ever before. Getting them to engage with you is harder than ever before. Getting them to choose you to work with is even harder again. But they will choose the professional adviser who demonstrates knowledge and expertise in advance, and who shows professional patience. […]
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Managing the cost of financial advice conversation
Cost is not just Price: Put Adviser fees into perspective
by Tony Vidler        A stumbling block for many professionals with their clients is the “cost discussion”, and it is a stumbling block because more often than not the entire conversation revolves around just one of the cost components.   All too often the cost of financial advice centres upon just the price…and there is […]
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Marketing & Prospecting checklist for financial advisors
The 20 point Marketing & Prospecting Plan
By Tony Vidler A successful financial services business does not leave its marketing and prospecting to chance.  There is a systematic approach which is logical, and sequential.  It covers the big picture strategic thinking and works down to micro-managing the implementation of the strategy. Here are the 20 steps to creating a marketing and prospecting […]
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Learning to work LinkedIN
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 […]
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attracting affluent clients
Don't go fishing in the forest
by Tony Vidler See if you can find any correlation here: 1. Relatively few financial advisers are active, let alone have mastered, the key social media platforms. 2. The majority of affluent investors are active on a select few key social media platforms. 3. The Holy Grail for many financial advice professionals is to attract […]
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seminar selling for financial advisors
20-point Checklist for Seminar Selling
by Tony Vidler Many advisers feel that seminars are so last-year as a method of prospecting for new clients, and yet, so many advisers continue to do fantastically well with them. As with most things in sales and marketing of professional services you can take a short-cut to success by learning the lessons of others […]
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Financial Adviser dinosaurs
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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