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Eliminate tyre kickers, and value your expertise properly
by Tony Vidler        Being properly valued for your expertise and eliminating the time-wasting tyre-kickers is an ongoing problem for many financial advisers.  That is even more true for those making the transition from purely commission-based remuneration to generating fee-paying work where they are charging for that time or expertise. Managing the remuneration transition whilst also […]
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Are you sure your clients know what else you COULD do for them?
by Tony Vidler        All too often advisers are disappointed to find that a client has done business elsewhere…that their “main” adviser could have done for them! The reason is usually a very simple one: the clients do not know everything we could do for them.  Or perhaps they did know, but forgot.  Or worse, […]
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One Fast-Track Method To Establishing A Reputation As An Expert
by Tony Vidler        Personal reputation is more important than ever before, and not just because more people are googling you before deciding to meet with you. One of the other main reasons your professional reputation matters so much is because it is increasingly a driver of professional referrals. rofessional referrals are those where a client […]
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Be “Someone” if you want to stand out and succeed.
by Tony Vidler        A professional service business built around a product is not a good service business. “Someone” is the best service business. A professional service business should be built around either the “service” part, or the “professional” part.  Or perhaps both. It is either a “someone” or a “something”, and “someone” is much […]
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Marketing Your Expertise Via Webinar
by Tony Vidler        Advisers attend plenty of webinars, but very few seem to use a webinar marketing program themselves for marketing to potential clients, and it is a marvellous opportunity (if done well) to really position your expertise. Prospects generally have no issue tuning in to watch broadcasts on any number of areas of interest, […]
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go to financial adviser
6 Steps to becoming the “Go To” Adviser
by Tony Vidler        “The modern sales professional doubles as an information concierge – providing the right information to the right person at the right time in the right channel.  Socially surround your buyers and their “sphere of influence”…”   Jill Rowley; Oracle.   The phrase “information concierge” captures the essential strategy for professional positioning […]
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expertise-marketing
The 1 Big Mistake Professionals Make When Trying To Position As An Expert
by Tony Vidler        One of the greatest ways to attract the type of business you prefer is “Expert Positioning”, and most professionals could position as an expert if they really wanted to.  The reality is that most professionals are experts, and their knowledge should be highly valued…   But very few actually work to […]
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specialist-adviser
How To Become A Recognised Expert
by Tony Vidler        Many financial advisers would like to become a recognised expert in a particular area, and for many of them this is a genuine opportunity which they should pursue. The competency, depth of knowledge or mastery of subject, and professionalism are all there more often than not.  They are already actually experts […]
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brand-you
Marketing Your Firm, and Marketing You are 2 different things
by Tony Vidler        Understanding that marketing your firm and marketing you are 2 separate things is something that most professionals seem to overlook, or perhaps not understand.   For most of us there are at least 2 brands at play in the market (if not more), being the corporate brand of the practice or […]
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ideal-prospects-call-you
Getting to the point where “Ideal Prospects Call Me!”
by Tony Vidler        Who doesn’t want to be getting to the point where “ideal prospects call me” – and preferably continuously.  Being so busy with new client opportunities that you just can’t handle them….So many incoming calls from ideal prospects in fact that we have to put our fees up just to control the […]
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