financial adviser

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 327 other followers

sidebar_tony
Facebook: 2831, Twitter: 13061, LinkedIn: 689
How do you prepare clients to recommend you?
by Tony Vidler        Having clients recommend you remains the best marketing tactic there is, bar none. Despite plenty of research is telling us that our future clients are making buying decisions differently today, than say 5 years ago and despite the impact of online content and search many consumers still ask their friends and […]
Read more.
Question: What’s the worst that could happen if you asked this?
by Tony Vidler        Great questions are integral to client engagement, but what is a really GREAT question? One of the keys to success for any professional is having strong sales skills, or to put it another way, the ability to influence clients to shift their thinking.  Is that “selling” though, or is that just the […]
Read more.
professional development for financial advisors
The problem with Professional Development programs
by Tony Vidler Most professional development programmes for financial advisers end up being vaguely disappointing for the participants. Often the feeling is that the training is a bit too academic or theoretical and hard to implement in one’s practice…but the real reason why training fails is because it doesn’t address all the necessary components.  In […]
Read more.
Make your client testimonials REALLY stand out!
by Tony Vidler        Yeah, yeah, yeah….Client testimonials are good. We should all collect them. We should all display them on our website and stuff…. …but then line after line of typed text just looks the same as everyone else’s, and they lose impact don’t they?  Especially when potential clients know that we aren’t going […]
Read more.
Adviser Succession: What do buyers of financial practices look for?
by Tony Vidler        The irony of adviser succession discussions is how few of the advisers considering the topic seem to consider how to get a better return on what is often their biggest investment – their practice.  Sellers simply do not appear to think too deeply about what buyers will value and pay premium […]
Read more.
Give clients time to think and “Buy In” with this simple technique
by Tony Vidler         Wanting client buy in? Then there is a wonderfully simple technique that all professionals should be using every time they make a recommendation…. …of the challenge giving advice in what is usually a difficult area for consumers to comprehend easily or rapidly.  Consumers usually need a few seconds longer in processing time […]
Read more.
5 Simple Steps To Audit Yourself
by Tony Vidler        How can an adviser be confident their advice is good before trouble starts?  In other words, how do you audit yourself? There are 5 key things that the adviser must do – and be able to evidence afterwards – to show that they have worked for the benefit of the client, and […]
Read more.
Process Creates Profit!
by Tony Vidler        That word “process” is just deadly for so many advisers today that too many won’t have bothered reading this far…but process creates profit. “Process” has become associated simply with compliance in delivering financial advice, but process is way more than that.  Process is proven successful methodology being repeated. Processes become the […]
Read more.
How to double the conversion rate on your opportunities
by Tony Vidler        Imagine the difference to your business if you were able to double the conversion rate on your opportunities.  You spend the same money and effort  but get twice as many sales as a result…it would add quite a bit to your bottom line wouldn’t it? The decades old strategy of just crunching […]
Read more.
Ask the expert? Be The Expert That Gets Asked!
by Tony Vidler        It is so easy today to get yourself “in print” and be positioned to be the expert that target market customers ask for advice, and being the expert that gets asked leads to those customers putting in place solutions with you. Setting up chat forums, blogs, ezines and so on are all […]
Read more.