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How to create a PROCESS to validate your product recommendations
by Tony Vidler Everyday the situation arises where one adviser recommends Company A as a solution for clients, and another adviser trying to work with the same clients suggests that Company B is better. This always creates confusion for clients of course, but when it comes to deciding between insurance companies or products it […]
Understanding The Client Buying Journey Will Get You More Of Them
by Tony Vidler The decision-making process – or buying journey as it has become known – that prospective clients go through today is complex, time-consuming for all parties, and is also often an incredibly frustrating affair for all parties. It is less frustrating if we understand what is actually going on and allow the […]
by Tony Vidler The typical financial planning report or statement of advice produced for clients is ineffective. Being effective means getting the key points across as quickly and as simply as possible, so that the reader understands them, and is then able to make decisions relatively quickly and easily. It will engage, motivate and […]
by Tony Vidler That sinking feeling you get when an insurer comes back with an adverse decision and you have to present it…basically telling the client that actually, they are a higher risk of something bad happening….it is an unpleasant and stressful time for a financial adviser. Presenting these adverse decisions such as […]
by Tony Vidler It is tough to get clients and prospects to follow our advice a lot of the time, and it makes a huge difference if we can figure out how to be more effective when giving recommendations. More people will follow our advice, we help more people get the outcomes they are […]
Many financial services firms & advisers have mistaken asset allocation calculator questionnaires for risk tolerance tests.
Here are 10 common myths about risk tolerance.