financial advice Archives - Page 30 of 41

Robo-Advice? It is GREAT For An Adviser Business…

by Tony Vidler Robo-advice is great for all of us in the advice arena, because WE learn more about consumers appetites for advice and product and WE learn more about their behaviour. That helps us deliver better services of higher value. It is one of the major benefits of the intense interest and investment […]

High Net Worth Clients: The 3 Strategic Issues You HAVE To Get To Grips With

by Tony Vidler The nirvana for most professionals is to work only with high net worth clients. The challenge in doing so is that the affluent are inevitably becoming more difficult to get in front of personally. As with the famous line from Jurassic Park – “life will find a way” – so […]

Consumers won’t use Financial Planners until they know what we do…

by Tony Vidler “Only 2% of consumers would go to a financial planner to take out life or other personal insurance” “Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would seek investment advice from a financial planner” Wow. What on earth do consumers think […]

Publishing Content: it’s where authority meets effective marketing

by Tony Vidler Every professional should aspire to being an Authority to their chosen audience in my view. The ideal is you have top-of-mind-awareness with your target market of course, but more than just being the first person they think of when a particular issue arises, you want to be positioned as their only viable […]

Here is the closest thing you’ll get to a marketing “free lunch”

by Tony Vidler Who doesn’t love free marketing? This would have to be of the more valuable free marketing things you’ll ever find if you want to grow your business: Google Keyword Planner. It is the closest thing there is to a “free lunch”. In fact it is probable the closest thing you’ll find […]

The 1 Thing You Need To Actually Make Your Strategy Work For You

by Tony Vidler For most professional services firms today the strategic challenge of the moment is determining what the right strategy is that will work for the firm rather than making it work. But when you do settle on your strategy you then have to make it work – and that is a separate challenge. […]

professional development for financial advisors

The problem with Professional Development programs

by Tony Vidler Most training programmes for financial advisers end up being vaguely disappointing for the participants. Often the feeling is that the training is a bit too academic or theoretical and hard to implement in one’s practice…but the real reason why training fails is because it doesn’t address all the necessary components. In order […]

The Financial Advice Profession: Are we there yet?

by Tony Vidler The incessant debate about whether financial advice can be called a profession or whether it is an “industry” keeps rolling along and mostly the debate is within the industry. Those who are not financial advisers don’t debate it because the answer is fairly clear to them I am guessing….after all; if it […]

Automating social media for financial advisors

Does Automation Make You Robotic?

by Tony Vidler Automation of repetitive tasks and functions makes perfectly good business sense, and we generally accept that it is a wise move in financial services to automate as much as possible when it comes to “processes”. The arguments for doing so largely revolve around efficiency, reliability, and risk management. That is, […]

How do you prepare clients to recommend you?

by Tony Vidler Having clients recommend you remains the best marketing tactic there is, bar none. Despite plenty of research is telling us that our future clients are making buying decisions differently today, than say 5 years ago and despite the impact of online content and search many consumers still ask their friends and […]

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