financial adviser value proposition

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valuing advice
Properly Valuing Financial Advice
by Tony Vidler        When it comes to valuing your advice to clients what is a “fair” rate or price?  $100 per hour seems pretty cheap for any professional – plumbers cost more than that, right? But what about $1,000 per hour? That’s not actually a bad rate if someone can create $5,000 of value […]
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using social media for business
What I’ve learned while using social media for business
by Tony Vidler        I’ve been using social media for business to market myself and my services for quite a while now, and it has totally helped. No doubt about it. Social media has been good for marketing my business and building a profile way beyond what I anticipated.  The thing that many professionals simply […]
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If you’re converting only 1 in 10 prospects you have a problem
by Tony Vidler        There was a time when converting 10% of your prospects was the path to career success as a financial adviser.  Hard to believe perhaps, but true.  Everyone starting in a sales role was told to just “see the people, see the people, see the people!”? The expectation was that our fame and fortune […]
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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 “value” IS to your prospective clients?   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. Or what is valuable at one […]
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adviser-value-proposition
What is NOT a Value Proposition…and what is.
by Tony Vidler        Value Proposition. It is the value that you propose to deliver to a potential customer.   What it is not is anything other than the value you propose to deliver to them.   Seems simple enough, doesn’t it?   Apparently it isn’t though.   Pretty much every professional you talk to […]
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financial advice value
An easy way to work out how to express your advice value
by Tony Vidler        If you are struggling to express the value of your advice for your target market there is a way to figure it out that doesn’t require you agonising over how to come up with a clever marketing message. “Your value” could be expressed as what benefits you can deliver for them. […]
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How to get 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 Our products are as boring as the […]
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How can we get the Value Of Advice message out more effectively?
by Tony Vidler         We need to get the “Value Of Advice” message out more effectively as it just doesn’t appear to be resonating with enough of the consumers, particularly in challenging times.    There has been an increasing emphasis upon understanding the value of advice in the last decade and most research concludes that advice […]
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financial planning process for prospects
Show Prospects Your Advice Planning Process To Get CLIENTS
by Tony Vidler        The Challenge: Getting prospects to buy into your financial advice planning process.   The Solution: Show them HOW the process works before asking them to commit.   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 […]
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What Financial Advisers Are Not Good At
by Tony Vidler        There is something that financial advisers are proving to be not good at doing: That is “Being There”. In this country Statistics NZ compile data from the census every few years and there is a standout statistic that should have financial advisers getting much busier: 7 out of 10 adult consumers […]
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