financial adviser value proposition Archives - Page 15 of 17

Don’t rush to go “The Extra Mile” in client service just yet…

by Tony Vidler Go the extra mile and clients will love you, right? Maybe not. While I would be the first to say that an area of opportunity for professional services firms to excel in comparison to their competitors is in “providing service”…the answer to getting to more clients on the “satisfied” […]

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 […]

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 […]

Change Is The New Normal For Financial Advisers

by Tony Vidler Financial Advice is not going through some changes; constant change is the new normal. Whatever regulatory stuff you are going through now in your particular jurisdiction will not be an end to it. It will be ongoing. More importantly though, regulatory change is not the BIG change which will become the constant […]

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. […]

Target Marketing: The Smart Play For Marketing Your Advice Business

by Tony Vidler Target marketing is usually the difference between those firms who get the right sort of clients, and those who just get customers. Clients follow advice, because they value it. Customers engage in transactions. They buy products. They take a bit of advice here and there…as it suits them. Trying to get more […]

One thing we should learn from the Robo’s…

by Tony Vidler Like it or not, we have to accept that the “Robo’s” do some things better than human advisers do…especially when it comes to removing barriers for consumers to engage. If we look at any of the good online retailers or service providers – whether it is in financial services or selling […]

What’s The Plan To Thrive Amidst All This Change?

by Tony Vidler Is there a cunning plan for your practice to thrive amidst the changes coming at the financial advice sector from all directions? What is the plan then? What is the strategy? Those 2 questions might look like the same question, but they are not quite. The cunning idea, or the strategy, is […]

Making LinkedIn Matter In Your Marketing

by Tony Vidler Most professionals have a LinkedIn profile now, but are they making LinkedIn matter when it comes to their marketing? Often they are not effectively utilising the 2 key areas that are searched by Google, being the title section and the summary. That is incredibly valuable online real estate….provided for free…so let’s have […]

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