financial advice Archives

Using The Pareto Principle To Actually Improve Service And Profit

by Tony Vidler Everyone has heard of the Pareto Principle by now, but are you actually using it to improve profit…or improve service….or should we saying it actually “improves service which improves profit”? It is the latter. Undoubtedly. Improving service leads to greater retention, or longer duration of client engagement & revenue. Improving service […]

Good Content marketing: It isn’t written the way you were taught to write…

by Tony Vidler Advisers getting into content marketing or just trying to create an audience for their brand are often confused about how best to communicate – or develope a style which balances personality with professionalism. Inevitably they ask “what is the correct way to write?” The grammar-nazi’s certainly have their views and let […]

The trick to maintaining consistent production

by Tony Vidler Maintaining consistent production of new revenue isn’t quite a formula – it’s a process thankfully. The process for continual positive performance is actually relatively straightforward and anybody can understand it and anybody can use it easily, unlike formula’s…. Even in challenging times where there is significant volatility and uncertainty, business continues to […]

Build Capacity With Virtual Assistance

Tony Vidler Increasing professional service capacity is a challenge…do you wait until the decrease in service levels is costing you business? Or do you spend money you haven’t made yet to provide service which is not required by the extra clients you don’t have yet? As a financial planner, what extra roles do you assume […]

How to help prospects decide to follow your advice

by Tony Vidler Helping prospects decide on the right course of action is often not quite as hard as we think, especially when it is a reasonable bet that every adviser has had clients or prospects ask at some point: “what are other people like me/us doing?” The very same behaviour that makes many consumers […]

A 15 Step Plan For Creating Constant Referrals

by Tony Vidler The best way to generate constant referrals is by having “centers of influence” delivering qualified and interested prospects to you regularly. To do this successfully – especially with a number of COI’s – there 15 steps you have to work through. It is a simple idea, and like so many other […]

How to get down to business, nice and easy….

by Tony Vidler It has never been more important to invest time at the beginning of a potential client engagement in establishing some rapport, and creating a genuine level of “like & trust”. That is the foundation upon which the entire potential business relationship is built. However, many struggle with knowing how to make […]

Prospecting has never been easier…for some!

by Tony Vidler Prospecting continues to be the biggest day to day business problem for financial advisers, yet prospecting has never actually been easier. If you polled 100 advisers with this simple question I would wager that more than half would answer: “getting enough new business prospects to meet my business objectives”. Prospecting has always […]

Being A Thought Leader Does Not Mean Being “First”

by Tony Vidler Creating a position as a thought leader is superb marketing for professionals, and all too often they confuse “being a thought leader” with simply “being first”. The rush to be “first” to express an opinion or provide insight often produces disappointing results for the audience and the would-be-thought-leader. The urgency undermines […]

Creating content that customers want

by Tony Vidler Creating content that customers want is not as hard as advisers think it is. It is continually said by financial advisers that it is difficult to create articles and tips which their customers will enjoy and value and which support the rest of their marketing and customer service strategies. Financial Advisers create […]

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