financial adviser value proposition Archives - Page 7 of 16

Unremarkable Means You Are Un-Referable

by Tony Vidler Virtually all professional service firms would love to work on referral business alone, but somehow struggle to even get to the point where they have regular referrals from clients that are unsolicited. They are simply not referable. The missing ingredient for many service firms is remarkable service, or remarkable value. Customers […]

Listening To Customers Leads To Innovation

by Tony Vidler Buying a “bread making machine” provided fantastic insight into the value of “listening”. Specifically, how listening to customers leads to innovation which in turn can lead to decades of prosperity for a business. The particular brand of bread-maker that was deemed absolutely essential to our household is made by an Australian […]

Let Your Prospects Try-Before-They-Buy

by Tony Vidler “try before you buy” is a great way of removing risk for a consumer from a big purchasing decision, isn’t it? We can learn from the retail sector here because they figured this out years ago. One of the toughest challenges is getting customers to switch brands or products. You know […]

THE Business Opportunity for Advisers

by Tony Vidler Businesses are the business opportunity that most advisers just seem to walk past. Most just don’t seem to do business with businesses…and that is a massive opportunity area. The typical small business is usually doing one of two things: growing, or going…. …and either is a fabulous opportunity for advisers. Regardless […]

When clients say “too expensive” there is a value gap

by Tony Vidler If there is one objection which continually gets professionals in a tangle it is the client who says “it’s too expensive”. When a client says “too expensive” YOU you haven’t done your job…there is a gap between the value being delivered and value being perceived by the client. A value gap […]

What are we really “selling” in Professional Services?

by Tony Vidler It is a simple enough question but knowing what we are REALLY selling makes a profound difference to an advisers’ business success. So what are we really selling? People in the industry tend to answer by saying “product”….people think they are selling insurance product, or wealth creation products, or taxation products….or […]

Note to self: Must take charge of my own brand

by Tony Vidler I listened to a good friend, who is also a client and a good centre of influence and an advocate, explain what I do to someone else. End result: I must take charge of my own brand, because this experience provided a shining example of why some prospects see us the […]

What do Life Insurance customers want?

by Tony Vidler One of the questions that continually vexes professionals is “what do customers want?“ In the life insurance area of financial services the answer is even tougher to find than usual, because insurance for virtually all consumers is an absolute grudge purchase. When we think about it logically every person who buys […]

A surefire way to get a Prospect to choose You!

by Tony Vidler You are ALWAYS competing to have the next prospective client choose you. In fact, even with existing clients who are still deciding on whether to follow the next piece of advise, there is a decision being made about whether to choose to follow it…or choose “you” as it were. We are […]

How to engage clients in a review of financial advice

Your Philosophy MIGHT Be Your Real Point of Difference

by Tony Vidler Advisers often struggle to articulate their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning. So most advisers think carefully about such things and build up a philosophy based upon their formal learning and real world experience that shapes their advice […]

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