financial advice Archives - Page 38 of 41

How One Successful Financial Planner Gets New Business (part 2)

by Tony Vidler Professionals are always interested in what other professionals are doing that leads to new business and becoming more successful. The constant question is: “What are others doing that are successful for them?” In a previous post one leading financial planner shared where he gets his new business from, and the […]

The Madness of Creating Videos Without a Master Plan

by Tony Vidler A little while ago I participated in a survey on marketing by financial advisers internationally. The results were intriguing in that clearly there is widespread recognition by advisers of the importance and effectiveness of creating videos as a communication and marketing medium, however there is a disconnect too as the majority […]

Making the move into charging fees for advice

by Tony Vidler The easiest way for advisers who are worried about trying to charge fees for their expertise or time is to sell a service which is not product related at all. This seems daunting to the many financial advisers who have “grown up” in an environment where they were paid by commissions […]

Different communications are methods needed for different clients

by Tony Vidler Different people learn and comprehend in different ways, and different sorts of clients need different sorts of communications methods and styles if messaging is to be truly effective. One size really does not fit all. A Little while ago LIMRA did some research on preferred methods of communications by […]

Sell holes, not drills, to get more customers

by Tony Vidler When people go to the hardware store and buy a fantastic electric drill they are not usually terribly interested in the drill itself. They want a hole. This is an elementary truth about consumers buying behaviour They buy products for what the products can do for them, not because […]

Lead Nurturing: “Me luv you long time” actually pays off

by Tony Vidler It’s funny how the phrase “me luv you long time” has become iconic while being used as a blatant untruth. The way it is used in modern pop culture is to highlight precisely the opposite attitude – me no luv you much at all, but me luv your money. Adopting this […]

Could Advisers Be DRIVING Revenue To Online Providers?

by Tony Vidler I do keep wondering if advisers realise how much revenue is waiting to be unlocked by them inside their existing business? A little while ago I was talking with a business that provides outsourced client servicing solutions and they provided me with some of their data from working with financial […]

Why Lawyers sell more than Financial Planners

by Tony Vidler Why is it that everyone tells jokes about lawyers and begrudges their work, yet lawyers tend to do pretty well in business? How is it that lawyers who tend to be pretty awful at marketing their services get so much business? Why is it that so many financial advisers […]

Value is not Black and White, it is Shades of Grey

by Tony Vidler At the most basic level “Value” can easily be defined: Value is Benefits less Costs. That simple definition doesn’t highlight the enormous range of definitions for “Benefits” though, which is why trying to understand what value is results in everyone seeing a different shade of grey. The range of possible benefits […]

Should you be marketing to your existing clients?

by Tony Vidler What do you want most from your marketing: 1. More customers, or, 2. More revenue? Most marketing efforts are aimed at trying to convince strangers to bring their business to you. New clients are good of course, and are in fact vital for the long term success of a business. […]

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