financial advice


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financial advisor
Be Your Client’s Consigliere
by Tony Vidler        Which is the more effective style for a financial adviser to adopt: 1. The Expert          OR 2. The Counselor     It is a question many struggle with, and the ideal position is actually: “be either depending on what is required”   This choice is not really […]
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Being valued as a financial advisor
Become more valuable to clients by making it easier
by Tony Vidler        One of the key concepts that advisers must grasp is the need to be valued for the advice and coaching they provide, rather than their value being linked to a product solution.   A massive opportunity exists for advisers to remove complexity from their clients lives, and in turn, be valued […]
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How financial advisors can be relevant to clients
Working out how to be relevant to your clients
by Tony Vidler        One of the key things that all professionals struggle with is remaining relevant.   Amongst the most common questions that arise when marketing or client servicing is discussed for professional service firms is: “what do I say or write?”   You know what you know…and you know what you want to […]
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Compliance & social media use for financial advisers
How Advisers can remain compliant while using social media
by Tony Vidler        The difficulty of using social media but remaining compliant as a financial adviser and not breaching any regulations seems to be a consistent objection to the use of social media by advisers.  Various aspects of “compliance” are cited: the provision of best practice advice, privacy constraints, or legal responsibilities to a […]
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creating a USP for financial advisors
Identifying your uniqueness is as easy as 1, 2…
by Tony Vidler        Your fingerprint is a unique identifier.  Nobody else has the same one as you.   There…we have firmly established that every reader is unique.   So why do so many professionals struggle to identify their uniqueness and present that to the market?   To create truly effective personal marketing in professional […]
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Creating advocates
The 5 big C’s that will create advocates for you
by Tony Vidler        If you want to move clients up the loyalty ladder and create genuine advocates for your business there are 5 critical areas that you have to demonstrate, and the clients have to believe, before the business relationship will bloom to full advocacy.   In this quick tips video we discuss these […]
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social media for financial advisors
THE secret marketing opportunity few Advisers seem to use
by Tony Vidler        The opportunity for financial advisers to use social networks as part of their marketing and positioning still seems to be immense despite social media being a well entrenched communications system.   I continually see reports and articles suggesting that despite personal use of social media the market penetration of various social […]
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second opinion service from financial advisors
Marketing your Professional Opinion
by Tony Vidler        One of the best marketing ideas I have come across is the “Second Opinion” service.   The concept is brilliantly simple, and firmly centred upon providing sound professional advice.   You provide a service to the colleagues of your clients which is a professional second opinion on the suitability of the […]
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Buildong a COI referral system for financial advisors
How to build a COI referral system
by Tony Vidler        If you want to get a regular, repeatable, stream of well qualified prospects for your business then nothing beats having  a Centre of Influence (COI) driving the right types of ideal clients to you.   A good COI will be an advocate for you and your business, and be proactively recommending […]
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Some customers you probably don’t want
by Tony Vidler        Fact: some customers you just don’t want.  Most of us would agree that we should contribute to the greater good of society, and engage in pro bono work to help some of those who can’t afford us, but we are are running commercial enterprises.   Not all customers are good customers […]
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