financial adviser Archives - Page 19 of 44

Get other businesses to get you new business

by Tony Vidler In the perpetual search for new ways to get new clients many professional service firms overlook a really obvious, and incredibly lucrative, way of getting new business. That is getting other businesses to send their new clients to you. Unlike Center-Of-Influence (COI) marketing where an individual directs individual potential new client […]

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 […]

Sales management is more than “make the troops jump through hoops”

by Tony Vidler The majority of professionals running practices have superb technical competency, and often have significant commercial management skills, but a very common shortcoming is “Sales Management” experience or skills. The typical result of this shortcoming is that management of the revenue producers in a professional practice becomes a matter of making the […]

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 […]

Word of Mouth marketing is still where it is at!

by Tony Vidler Word of mouth marketing is more important than ever despite the value of digital and social media. Digital and social are immensely valuable in creating an audience and engaging with prospective customers…BUT… Word-of-mouth marketing is still where it’s at in financial services when it comes to prospecting and converting those prospects […]

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 […]

Business Success Formula For Financial Advisers

by Tony Vidler Your business success as a financial adviser can be reduced to a fairly simple formula. There are 3 things that will determine your financial performance, and there are 6 variables that influence those three things. In this quick video you can find out what they are, how they work together, […]

The 6 Steps Of Succession Planning

by Tony Vidler Unless you plan to work to the grave all practice owners need to be thinking “succession planning” at some point – preferably as early as possible. Maybe right even from the beginning of your practice. Succession planning is simply about working out how to exit the business at your preferred […]

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