financial adviser value proposition Archives - Page 11 of 16

Answer The 3 Questions That Help Them Choose You

by Tony Vidler Your marketing objective is simple: Help ideal clients choose you. The most important word in that sentence was “help“, and that is very different to “convince“, which is the typical marketing approach. A great marketing process helps prospects move along the buying (decision-making) path by pre-empting their concerns and need […]

Dependability: Is it a differentiator?

by Tony Vidler While talking to a very experienced and successful adviser I asked him what he put his phenomenal success down to. He said: “I am dependable”. As simple as that…a 40 year record of happy clients and success in financial services is summed up. He doesn’t claim to be the […]

Re-think what you THINK you know about clients

by Tony Vidler Is it time for financial advisers to re-think what they think they know about clients? Insurance is sold, it isn’t bought, right? People don’t value advice, right? Really? I know from personal experience – both as an adviser and a coach working with advisers – that clients […]

Robo-Advice is here, and it is helping Advisers be better at giving advice!

by Tony Vidler Apparently a fair proportion of advisers still do not believe that robo-advice will have a serious impact upon their business. It will of course, and in many respects it is helping advisers to be better at what they do…giving advice. The term “robo-advice” creates an image immediately of a machine replacing […]

The Advisory Practice Of The Future: Advisers Should Include Robo’s

by Tony Vidler Robo’s are a threat to advice businesses in much the same way that a chilly bin is a threat to the sale of refrigerators. Most of us own both and use both, right? The advisory practice of the future will also be embracing multiple ways of delivering what consumers want…sometimes a […]

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 […]

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 […]

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 […]

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 […]

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 […]

financial adviser value proposition

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox