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coaching changes
This is why many Advisers do not grow
by Tony Vidler        Growing productivity – or getting financial advisers to grow themselves and their business capability – appears to be a problem no matter who you talk to in financial services.  And it doesn’t need to be.   All too often the lack of growth in production levels by advisers or the lack […]
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financial planning process for prospects
Show Prospects The Planning Process, And Get CLIENTS
by Tony Vidler        The Challenge: Getting prospects to buy into the financial advice planning process.   The Solution: Show them HOW the process works.   The keywords there are “show” and “how“….and it is because so many advisers do not focus on these 2 words in the earliest stages of engagement that they struggle […]
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what is value
What IS value to your prospect?
by Tony Vidler        It may seem an obvious question; but do you know what IS “value” to your prospect?   Value can be determined by any individual in any number of ways of course, and what is valuable to one person is not necessarily so to another.   Offering water to a drowning man […]
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They won’t use us 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 financial planners […]
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Targeting The Affluent: 3 Strategic Issues You HAVE To Get To Grips With
by Tony Vidler The nirvana for most professionals is to work only with affluent, and acquiescent, clients.  The challenge in doing so is that the affluent will inevitably become more difficult to get in front of personally. They will become less acquiescent.   As with the famous line from Jurassic Park – “life will find […]
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principle of scarcity
How to tap into the Principle Of Scarcity – and create some urgency for clients
By Tony Vidler The Principle Of Scarcity One of the more powerful principles of influence is the Principle Of Scarcity: people tend to want what they perceive as being limited, or difficult to get.   That is a difficult principle for professionals to tap into most of the time as the products and services that […]
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This is the secret to getting customers enthused when our products are boring
by Tony Vidler        How can we create or transfer enthusiasm to a customer when: Our products are as boring as the boring-est thing ever. The Value that customers receive from financial services products could be years and years and years away….if “physical value” actually ever turns up at all.    That sort of makes good […]
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How do you prepare clients to recommend you?
by Tony Vidler        Plenty of research is telling us that our future clients are making buying decisions differently today, than say 5 years ago.  Yet despite the impact of online content and search many consumers still ask their friends and family for recommendations.   How do we prepare our existing clients for that moment […]
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Publishing Content: it’s where professional aspiration 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 […]
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You are going to have to pedal that cycle if you want it to go somewhere
By Tony Vidler Marketing via social media is a bit like riding a bike: you have to keep pedalling that cycle or you are going to fall over.   Many professionals beginning with social media as part of their marketing mix fail to recognise that continual movement is a critical part of making the medium […]
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