financial adviser value proposition Archives - Page 12 of 16

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 […]

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 […]

The Top 20 Adviser Marketing Kitbag Essentials

by Tony Vidler It would be fair to say that adviser marketing is not a specialty subject for most advisers…they are usually great technicians and deliverers of financial advice and coaching, and they are usually great at selling and relationship management at an individual level. Not so great at getting the marketing going though…. […]

Where to begin with creating a Value Proposition?

by Tony Vidler Creating a compelling Value Proposition is difficult, but if it is achieved it becomes central to a professional’s marketing. The Value Proposition is in effect your promise to your target market: “This is what I will do for you” is what it says in simple terms. The problem that […]

A Great Adviser is, or should be, a Thought Leader

by Tony Vidler “Thought leaders are the informed opinion leaders and the go-to people in their field of expertise. They are trusted sources who move and inspire people with innovative ideas; turn ideas into reality, and know and show how to replicate their success.” The second sentence in the above quote seems particularly pertinent […]

How to go about creating the RIGHT Strategic Alliance

by Tony Vidler A good strategic alliance or two can be the thing that makes success for a professional services firm. It can be a complete game changer. In fact it is so important to get right that the key to finding and forging the right strategic alliance is thinking strategically to begin […]

To Be a Recognised Expert You Must Be Willing To Be A Target

by Tony Vidler If you become a recognised expert then business will find its way to you. Prospecting per se ceases to be a problem. Getting to be that recognised expert can be a costless and effective way of marketing yourself as industry, local or national media is constantly looking for opinion-shapers and insight. […]

How to use your most valuable online real estate well!

by Tony Vidler The most valuable piece of online “real estate” any professional has today is their LinkedIn Summary section. It is searchable content, and there is LOADS of room to tell your story or compelling points of difference, or highlight your expertise….yet so many professionals barely use 50% of the space allowance, and even […]

Robo-Advice? It is GREAT For An Adviser Business…

by Tony Vidler Robo-advice is great for all of us in the advice arena, because WE learn more about consumers appetites for advice and product and WE learn more about their behaviour. That helps us deliver better services of higher value. It is one of the major benefits of the intense interest and investment […]

High Net Worth Clients: The 3 Strategic Issues You HAVE To Get To Grips With

by Tony Vidler The nirvana for most professionals is to work only with high net worth clients. The challenge in doing so is that the affluent are inevitably becoming more difficult to get in front of personally. As with the famous line from Jurassic Park – “life will find a way” – so […]

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