financial advice Archives - Page 29 of 41

A Great Adviser is, or should be, a Thought Leader

by Tony Vidler “Thought leaders are the informed opinion leaders and the go-to people in their field of expertise. They are trusted sources who move and inspire people with innovative ideas; turn ideas into reality, and know and show how to replicate their success.” The second sentence in the above quote seems particularly pertinent […]

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 […]

Zero growth is your first revenue target

by Tony Vidler How’s this for an uplifting thought when thinking about the revenue target for your new production year: your first priority in terms of revenue production is to get back to where you are now. That’s right…the first target is to get to “zero growth”. No matter how good you are, and […]

Sweat the small stuff: it is what we CAN control!

by Tony Vidler I keep hearing “don’t sweat the small stuff” and every single time I hear someone say it I think of work, and what we do, and automatically think “if we don’t sweat the small stuff we are doing an awful job”. The small stuff is the very stuff that financial advisers […]

How to go about creating the RIGHT Strategic Alliance

by Tony Vidler A good strategic alliance or two can be the thing that makes success for a professional services firm. It can be a complete game changer. In fact it is so important to get right that the key to finding and forging the right strategic alliance is thinking strategically to begin […]

To Be a Recognised Expert You Must Be Willing To Be A Target

by Tony Vidler If you become a recognised expert then business will find its way to you. Prospecting per se ceases to be a problem. Getting to be that recognised expert can be a costless and effective way of marketing yourself as industry, local or national media is constantly looking for opinion-shapers and insight. […]

What to consider when selecting a CRM system

by Tony Vidler One of the thorny issues for financial advisers is finding the right CRM system. What makes it difficult is the struggle to define what is “right”. As with most things in business, one should begin the decision making journey with a clear view of what you are trying to achieve. Begin […]

Don’t know how to make great visuals? No worries…

by Tony Vidler Visual aids sell. Great visuals increase comprehension and speed of information absorption. Apparently the brain processes visual information 60,000 times faster than text. Well…I don’t know if the “60,000” is actually a fact but I found it on the internet, so it must be true. I am sure too that regardless […]

The key to successfully networking with Accountants

by Tony Vidler The key to successful professional networking is as simple as creating a win-win…everyone knows that. Networking with accountants will be successful if you know what the “win” looks like for them. Advisers historically – for all their networking and personal sales and relationship management skills – have not been terribly successful […]

The first sale you have to make…

by Tony Vidler There is a sale that advisers have to make, before they make a sale. The first sale that has to be made is YOU. Advisers often tell me they are struggling to get potential clients to engage. The increasing compliance and documentation of advice, and the need to establish professional credentials […]

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