financial advice Archives

Sanity Check: A Statement Of Advice should be a “statement”

by Tony Vidler When it comes to providing advice in writing to a client there is undoubtedly unnecessary complexity. In fact the proverbial “Statement Of Advice” has become anything but a “statement”. It generally takes the form of a tome… A “tome is a scholarly work…usually large, heavy and laborious in its detail. A […]

4 Ways To Create Attention-Grabbing Headlines

by Tony Vidler The headline does all the work of grabbing attention to begin with, and if you don’t grab attention then there is no chance of having a prospective client decide to engage with your marketing. The logic is pretty simple really. The buying journey for any consumer begins with someone getting […]

Meeting Client Expectations Is In The Clients Interests Too, isn’t it?

by Tony Vidler What constitutes “Best Practice” advice process is a constant work in progress, but it does not develop as rapidly as either technology or client expectations. In fact, there is a distinct probability that the gap between what professionals call best practice advice and what clients expectations are will continue to widen. […]

Get More Business By Unbundling Planning

by Tony Vidler Planning is often HUGE to a client, and that is itself a barrier to engagement. Unbundling the planning process can create higher numbers of prospects and clients engaging with you, and lead to higher plan fees. That’s a surefire recipe for greater revenue levels for a practice. When we try […]

Scope Creep: The Number 1 Problem In Fixed Fee Advice

by Tony Vidler “Scope Creep” is the killer for the Holy Grail of professional services business models. That ideal model which so many aspire to is having clients who agree to ongoing fixed fees, and the practice income rolls in month after month. Fixed fee advice being delivered on an ongoing basis is a […]

Big Ticks: Best Stories For Professionals This Week

by Tony Vidler Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they […]

How To Make Your Recommendations More Effective

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 […]

Big Ticks: The Best Stories For Professional Advisers This Week

by Tony Vidler Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they […]

The Big Ticks: Best Stories For Professionals This Week

by Tony Vidler Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they are […]

The Big Ticks: Best Stories For Professionals This Week

by Tony Vidler Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they are […]

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