financial adviser prospecting Archives - Page 18 of 21

Give Publicity To Get Some Good Publicity

by Tony Vidler An excellent way to get some positive publicity and generate more “word of mouth” advertising for your business is to give some good publicity to other businesses. That may sound a little strange…counter-intuitive even…but the priniciple of reciprocity is a powerful thing. Pretty much everyone in professional services has clients […]

How do you create an “Act Now” mindset with clients?

by Tony Vidler One of the ongoing challenge in marketing professional services is simply getting people to “act now”. We have to overcome their lack of urgency. Our service will still be there tomorrow, right? And usually the need to be addressed is a future need, and maybe well into the future….so there is […]

It’s Prime Networking Time!

by Tony Vidler There are two types of advisers at this time of year: 1. those who begin finding it tough to close out the game 2. those who are already started on a new game. Typically in December & January most clients are trying to close out their own business games….get THEIR jobs […]

You Need Your Own Tight 5 For Long Term Success

by Tony Vidler When it comes to building an audience of influencers, advocates, raving fans and interested spectators, it all begins with having your own Tight 5. If you follow rugby you probably got it straight away, but if you don’t follow rugby then this analogy will seem wierd, so humour me for a moment […]

Is this why prospects ignore your networking effort?

by Tony Vidler Networking often seems to be harder than it should. It is amazing how many people forget, or ignore, basic social skills and common courtesies when trying to network – especially in online networking platforms such as LinkedIn. Speaking personally, I ignore people trying to network with me on a daily […]

Why we get price resistance

by Tony Vidler Whether we like it or not there is nearly always price resistance in delivering financial advice, and how we present our service is a large part of that problem. It doesn’t have to be…we just need to think through the differences between “what we say” and “what they hear”. I often […]

Are you offering Advice clients Fast Food or Fine Dining?

by Tony Vidler Many advisers are unsure about what they offer advice clients – cheap and cheerful advice on the fly, or a superb planning experience. Both do the job, albeit in different ways. But offering fast food at silver service prices is a business model that will struggle…and that’s what happens when there […]

Want Prospects To Open Up? Take a tip from the professional interviewers

by Tony Vidler Once upon a time everyone was taught the difference between open and closed questions as the key to engaging prospects…and it worked for a fair while. In today’s world with it’s much greater emphasis upon individual opinion and with our professional focus having shifted entirely onto what the client cares about rather […]

Commission-Based Life & Health Advisers Need To Get Moving

by Tony Vidler There is clearly a mood afoot for various industry stakeholders to see up-front commissions reduce in size in a number of financial products, particularly in life and health insurance products. It will become a self-fulfilling prophecy of course, as the more it gets debated the greater the acceptance of the inevitability. […]

Using Gamification To Engage With Prospects

by Tony Vidler Behavioural finance meets gaming meets technology and that means “marketing opportunity”. One of the newer marketing concepts arising from these trends converging is “gamification”, and while it is being used in all sorts of industries to engage consumers with new products and services it doesn’t appear to have really attained great traction […]

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