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financial advice value
An easy way to work out how to express your advice value
by Tony Vidler        If you are struggling to express the value of your advice for your target market there is a way to figure it out that doesn’t require you agonising over how to come up with a clever marketing message. “Your value” could be expressed as what benefits you can deliver for them. […]
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How to get customers enthused when our products are boring
by Tony Vidler        How can we create or transfer enthusiasm to a customer when: Our products are as boring as the boring-est thing ever. The Value that customers receive from financial services products could be years and years and years away….if “physical value” actually ever turns up at all Our products are as boring as the […]
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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they are […]
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cenrte of influence prospecting
Which prospecting method delivers the best results?
by Tony Vidler        The prospecting method that keeps on delivering the most opportunities is Referrals.   A distant second in the source of new clients for advice firms is Centre of Influence referrals.   Research by the Financial Planning Association showed that on average in the previous year some 34% of new clients came from […]
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principle of scarcity
How to tap into the Principle Of Scarcity – and create some urgency for clients
by Tony Vidler        The Principle Of Scarcity One of the more powerful principles of influence is the Principle Of Scarcity: people tend to want what they perceive as being limited, or difficult to get.   That is a difficult principle for professionals to tap into most of the time as the products and services […]
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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they are […]
Read more.
sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they are […]
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The 10 Things To Get Right For COI’s To Start (and Keep) Referring
by Tony Vidler        A great Centre-of-Influence keeps referring…they are not really a COI unless they keep referring.  That relatively reliable constant stream of introduction to target market prospects can build an advisory business better than any other form of marketing – especially if you have a few of them.  So identifying a potentially great […]
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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they are […]
Read more.
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 […]
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