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The times are a changin’…Business as usual is a dead end!
by Tony Vidler        The difference between any two professional practices filled with well qualified and well meaning people is usually that a different culture exists in each.     All businesses develop a “way we do things here” over time…whether they meant to or not.  A culture evolves within the business…whether you wanted it […]
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what do we sell in financial services?
What are you really “selling” in Professional Services?
by Tony Vidler        It is a simple enough question in the headline, but knowing the right answer could make a profound difference to a professional’s business success.   So what are you really selling?   People in the industry tend to answer by saying “product”….people think they are selling insurance product, or wealth creation products, […]
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Patience Pays Off! (More than ever before)
by Tony Vidler        How patient do you have to be in today’s world to turn an enquiry into a customer?   A lot more patient than ever before…but it pays off!   Research consistently shows that around 79% of the time “salespeople” have around 3 contacts with a prospective customer before they give up.  […]
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Professional Credibility & the “Trust Me…I am experienced” line
by Tony Vidler        How many times have you heard a professional claiming that a client should trust them and deal with them because they have X number of years experience?  Does this “years of experience” thing really translate into professional credibility?   Cynical consumers increasingly ask themselves “do you really have 20 years experience, […]
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coaching-change
Are You (or your people) Coachable?
by Tony Vidler        I didn’t use to ask this question, but I do now when contemplating taking on new clients:   “I can coach, but are You Coachable?”   It’s a tough question perhaps.  It is certainly a confronting question at the very least.  But is an absolutely necessary question.   It is also […]
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sales-marketing-for-financial-advisors
Big Ticks: Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they are […]
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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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