financial advice Archives - Page 26 of 41

Maybe You Should Stop Selling “Service”

by Tony Vidler Here’s a wild thought for financial services providers: maybe you should stop selling service. Sell your products by all means. Sell advice and the different outcomes it can create. Sell time…but maybe stop selling service. Professionals sell time and knowledge primarily, but with many financial advisers finding they are unable […]

Bring Back The Long Lunch…it will be good for your business!

by Tony Vidler Tom Peters suggested many years ago that one of the most effective marketing activities a professional could engage in were weekday lunches. 250 of them in fact over the course of the year. That is perhaps a bit excessive in today’s environment (and for ageing waistlines), but the concept […]

How does culture create lasting success?

by Tony Vidler If you doubt that culture can create lasting success, then consider this: Imagine a sports team (or club if you prefer) that competed continuously for well over 100 years and during that time had a winning record against all comers of over 83%? The best that every nation on earth can […]

Your Constant Output Problem Is Usually Really An Input Problem

by Tony Vidler We like constant output…constant revenue coming in the door is the output we seek right? Too often financial advice businesses struggle to achieve constant output though…it gets a bit “peak and trough”. Well…when we have a repeated problem – like inconsistent results – we need a process. Why? […]

How to create engaging conversations

by Tony Vidler Creating engaging conversations with people you don’t know well, or who feel they don’t know you well enough, is difficult. It can be even more difficult when they are guarded…thinking maybe that you are just there to sell them something. You can engage even the most guarded and difficult prospects […]

The Advisory Practice Of The Future: Advisers Should Include Robo’s

by Tony Vidler Robo’s are a threat to advice businesses in much the same way that a chilly bin is a threat to the sale of refrigerators. Most of us own both and use both, right? The advisory practice of the future will also be embracing multiple ways of delivering what consumers want…sometimes a […]

5 easy ideas to get a BIG Practice performance difference

by Tony Vidler Into a new financial year and many advisers are wondering how to make a big practice performance difference without incurring significant extra costs or making dramatic changes after such a tumultuous last year or so. The good news is that it is amazing how some really simple and relatively small things […]

Making Social Media ACTUALLY work for your Advisory Firm

by Tony Vidler Once you’ve bought into its potential the small matter of making social media work and produce results for your advisory firm becomes the burning question. Accepting its potential for marketing your business is one thing, but deciding HOW you are going to do so is quite another. But even before […]

What I’ve learned while using social media for business

by Tony Vidler I’ve been using social media for business to market myself and my services for quite a while now, and it has totally helped. No doubt about it. Social media has been good for marketing my business and building a profile way beyond what I anticipated. The thing that many professionals simply […]

If you’re converting only 1 in 10 prospects you have a problem

by Tony Vidler There was a time when converting 10% of your prospects was the path to career success as a financial adviser. Hard to believe perhaps, but true. Everyone starting in a sales role was told to just “see the people, see the people, see the people!”? The expectation was that our fame and fortune […]

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