financial advice Archives - Page 2 of 42

How To Get (and “do”) Client Testimonial Video’s

by Tony Vidler One of the most powerful marketing tactics is getting client testimonial video’s. Yet, the majority of advisory firms do not appear to have really taken advantage of the consumer appetite for video or how they can use video to improve client service & experience as yet, and it seems they have […]

The simple prospecting system from the worlds greatest ever salesman

by Tony Vidler According to the Guiness Book Of World Records the greatest salesman in the world was Joe Girard. Joe sold cars…an incredible 13,001 cars sold in his career. One at a time…working “retail” with high priced items. And selling the same things, at the same price, as a heck of a lot […]

This Is The Sensible First Step In Taking Charge Of Your Time

by Tony Vidler Without doubt the most precious resource you have in professional services is your time. For many practitioners it is all they have to sell, and derive income from. It follows that when it comes to trying to determine how to improve business efficiency or profitability, or personal earnings, that the allocation and […]

Is that adviser working for you?

by Tony Vidler “Is that adviser working for you?” is a question that is being constantly thrown at consumers, and there is some merit in it. Which financial adviser is going to be right: the one who charges a fee; the one who is “free”; or; the one charging a commission? Or is it the […]

How to make yourself scarce…and more valuable!

by Tony Vidler Make yourself scarce. It is a well established economic AND behavioural principle is that people generally will have higher demand for that which is more difficult to get. Less of something makes it more valuable, right? It is a pretty sound principle that consumers tend to have a higher want for whatever […]

What IS good content for sharing and engaging prospects?

by Tony Vidler When it comes to creating GOOD content that is engaging prospects and your target audience there are a few things to get right, but most of the things you need to get right are not really about what you write or produce. So what makes really good content is not just […]

What You Need To Do To Build An Elite Practice

by Tony Vidler Not everyone wants to have an elite practice, and that is ok. Having a good lifestyle business is fine if that’s what you want. Having a great practice is great too. But if you want to have an elite practice then you have to be prepared to pay the price, invest […]

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 […]

The New Paradigm of Financial Adviser Marketing

by Tony Vidler There has been a significant paradigm shift in how financial adviser marketing and sales functions interact. A fundamental change to how we understand and use the knoweldge of the consumers emotional buying cycle has already happened. The traditional view of “marketing generating leads” and then “sales converting leads into customers” held that […]

How to make your KPI’s actually work!

by Tony Vidler Looking ahead at the changes you can…no… the changes you WILL make in the next year you have probably begun to zero in on the Key Performance Indicators – the KPI’s. These are the measures that matter. They are the ratio’s or milestones that indicate your plan is progressing, and that the […]

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