financial advice Archives - Page 35 of 41

Staying The Course: The Importance Of Purpose

by Tony Vidler Everyone is busy being busy, but what is the point of it all? What is the purpose that drives all the business building activity? Businesses that experience superb growth typically have an owner, or owners, who have clarity of purpose and that purpose sits at the heart of everything they do. […]

8 Reasons Financial Advisers Should Have A Blog

by Tony Vidler Every financial adviser should have a blog by now…especially now when so many consumers have so many questions about money, and so much time to google them, and so many opinions to read that it is overwhelming. Becoming a trusted voice online has probably never been easier for an adviser in […]

How to build a good Advisory Practice client service system

by Tony Vidler Good service is good business. For financial advisers, service really IS the business, because that is how you build capital value. Great clients who stay with the firm when ownership changes is your retirement plan isn’t it? How do you build a good system of service though that ensures you […]

customer service pays for financial advisors

Professional Service: There’s extra money going the extra mile

by Tony Vidler Often professionals forget how valuable the service bit is in a “professional service” business. Everyone has heard some story about how a business did well from going the extra mile for a customer…but rarely do you hear about a professional services business that has a standing process for going the extra […]

Is that Prospect really a Prospective Client YET?

by Tony Vidler Oddly, many advisers do not quite get what a prospect is. They often think it is a name with a phone number. But is that enough for a prospect to really be a “prospective client”? Knowing their name and how to contact them? Somewhere on the path to professionalism some of […]

The Power of Visual Aids

by Tony Vidler As advisers, we talk a lot. And when we aren’t talking we are writing. Visual aids, or graphics, tend to get overlooked by us but there is LOADS of research which suggests we should be using loads of visual aids, and perhaps less talk and less writing. If you doubt the power […]

The cost of convenience in insurance: Underwrite at proposal time, or claim time?

by Tony Vidler Convenience in insurance can come at a steep cost: When does your client want to have the drama with their insurance company? At underwriting time, or at claim time? The cover is going to get underwritten at some point, it really is just a matter of when. This is a confusing facet […]

Are Advisers Overlooking The Obvious?

by Tony Vidler Advisers are racing to use new technologies and modify engagement & busines processes, and that is totally understandable. But there is a real risk of losing sight of the essentials and overlooking some basics. Like, answering a customer enquiry. Or helping your community in the way you can help best – […]

You can do personal online-only advice

by Tony Vidler There are some great reasons to go digital in your advice process, especially if you live in a city where traffic gridlock, exorbitant parking costs and insane commercial rents drive up your overheads and kill your productivity. For many advisers now of course, there is no choice but to go digital-only. […]

Financial Advisers Digital Marketing Starter Pack

by Tony Vidler If you are an adviser who has mastered digital marketing then you don’t need to read this. If you’re an adviser who thinks having a website IS the digital marketing plan, then you need to read on. My reason for being that blunt at the outset is that I want to just […]

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