financial advice Archives - Page 31 of 41

In Process there is Profit!

by Tony Vidler That word “process” is just deadly for so many advisers today that too many won’t have bothered reading this far…but process creates profit. But Process IS Profit. “Process” has become associated simply with compliance in delivering financial advice, but process is way more than that. Processes become the IP […]

Prospecting Tip: Don’t go fishing in the forest

by Tony Vidler If you are looking for a prospecting tip think about this: 1. Relatively few financial advisers are really pro-active marketers, let alone masters of it. 2. The majority of affluent investors hang around with other affluent folk. 3. The Holy Grail for many financial advice professionals is to attract affluent clients and […]

How to convert 70% of your opportunities instead of 30%

by Tony Vidler Imagine the difference to your business if you were able to convert twice as many opportunities. You spend the same money and effort but get twice as many sales as a result…it would add a bit to your bottom line wouldn’t it? The decades old strategy of crunching through the numbers […]

How to use LinkedIn Groups to build your audience

by Tony Vidler LinkedIn Groups would have to be one of the easiest ways today for any professional to go about building an audience…or a community of like-minded folk. And that is what we want our marketing to achieve if we want our business to grow, isn’t it? It seems that what stops many […]

The Value Of The Financial Planner: Fixing finances, the future, and feelings

by Tony Vidler Many question the value of the financial planner, and there has been plenty of research in recent years to attempt to quantify that value. Quantifying value of advice is a recipe for debate, as the actual difference in net worth or security which can be attributed to the work of the […]

5 Simple Steps To Audit Yourself

by Tony Vidler How can an adviser be confident their advice is good before trouble starts? In other words, how do you audit yourself? There are 5 key things that the adviser must do – and be able to evidence afterwards – to show that they have worked for the benefit of the client, […]

Creating content that customers want

by Tony Vidler Creating content that customers want is not as hard as advisers think it is. It is continually suggested by financial advisers that it is difficult to create articles and tips which their customers will enjoy and value and which support the rest of their marketing and customer service strategies. Financial Advisers […]

Generalist V Specialist: Is it harder to be a sprinter or a decathlete?

by Tony Vidler Generalist or specialist? This is an ongoing dilemma for many financial advisers and there is a widely held belief that becoming the specialist is harder to do. But is it really? Let’s look outside the world of professional services and into the highly competitive, no-room-for-mistakes, world of the Olympic athlete […]

Marketing places where Advisers just HAVE to be

by Tony Vidler Even if Financial Advisers don’t feel the need to do marketing I would suggest that there are still some marketing places to be for advisers who feel they have enough clients. Even when prospecting for new clients is not a particular issue, professional credibility is. Suppliers, potential referrers, Centres Of Influence…they […]

Financial Adviser Titles: What’s in a name?

by Tony Vidler Do financial adviser titles matter? A good question given the number of advisers who seem to try and elevate their professional positioning by referring to themselves as something other than “a financial adviser”. You know what I mean….financial advisers who have titles like “Risk Mitigation Specialist” or “Personal Financial Manager”…. Something […]

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