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The first sale you have to make…
by Tony Vidler There is a first sale that advisers have to make, before they make the sale they want to make.  The first sale that has to be made is YOU. Advisers often tell me they are struggling to get potential clients to engage.  The increasing compliance and documentation of advice, and the need […]
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valuing advice
Properly Valuing Financial Advice
by Tony Vidler        When it comes to valuing your advice to clients what is a “fair” rate or price?  $100 per hour seems pretty cheap for any professional – plumbers cost more than that, right? But what about $1,000 per hour? That’s not actually a bad rate if someone can create $5,000 of value […]
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Sharing your content…what to give away?
by Tony Vidler        When it comes to sharing your content what should be given away, and what should be kept back?   There is no right or wrong on how much, or what, content one should share of course as it is yours – you can do what you like. However you also want to […]
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What IS value to your prospect?
by Tony Vidler        It may seem an obvious question; but what is value in the eyes of your prospective clients? Value can be determined by any individual in any number of ways of course, and what is valuable to one person is not necessarily so to another. Or what is valuable at one time […]
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How can you value financial advice?
by Tony Vidler        Putting a value upon financial advice is a tough issue for advisers and consumers alike.  There is a pretty basic concept as far as “Value” goes for any consumer purchase though which is not a bad starting point, and it can be put into a formula: “Value = Benefits – Cost“ It […]
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Making the move from Product Rep to a valued Financial Adviser
by Tony Vidler        Being a valued financial adviser is the goal, right?  Well it is difficult to considered yourself “valued” if you don’t place a value upon your own expertise or worth to the client.  It is even more difficult for prospective clients to consider you valuable if you do not place value upon […]
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Demonstrating Value To Make Prospects Choose You
by Tony Vidler        Successful advisers today make sure they are demonstrating value to prospects...before the prospects have agreed to engage and become clients. Having a prospect who is interested enough to hear what you have to offer has always been a necessary step on the path to getting a client, and it obviously remains […]
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Here is how to explain, and show, your value to a client in 30 seconds
by Tony Vidler        I am a massive fan of using simple diagrams to explain technical ideas, but they are also a fabulous way of articulating concepts that people struggle to grasp. One of my favourites is a very simple picture that anyone can scribble on a scrap of paper in 30 seconds, which is […]
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differentiating
Differentiate By Building A Strong Promise
by Tony Vidler        There are notable differences between high growth professional firms and others when it comes to differentiating themselves.  How they choose to express their value and stand out is quite different to the mainstream.   Undoubtedly the average or low growth firms inability to express what their difference is in relation to […]
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Where your Value Proposition REALLY fits in
by Tony Vidler        A well crafted and well articulated Value Proposition is the key component in any good marketing strategy.  Even though it is the most important part of the entire marketing message, it is not the first thing however… To craft a great marketing message for your business there are three essentials and […]
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