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How to go about creating the RIGHT Strategic Alliance
by Tony Vidler        A good strategic alliance or two can be the thing that makes success for a professional services firm.  It can be a complete game changer.   In fact it is so important to get right that the key to finding and forging the right strategic alliance is thinking strategically to begin […]
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Which CRM is right for you?
by Tony Vidler        I am losing track of how often I get asked “which CRM do you recommend?”  It is a huge decision for a professional service business, and an area where every solution offered seems to fall a little short in one aspect or another.   The problem is that for a financial […]
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How to get better positioning with LinkedIn Endorsements
by Tony Vidler         A feature of LinkedIn which is particularly helpful to a professionals’ positioning is the “Skills & Endorsements” section of your individual profile.  This section is only helpful though if it fairly reflects you expertise and there is a reasonable volume of support attesting that you do have that expertise. Unfortunately this is […]
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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 […]
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Do You Practice Enough To Be Elite?
by Tony Vidler         Elite financial advisers do things that average advisers won’t do.  They practice stuff before going to market with it for instance.   The best in any field practice before trying to win out on the field.  In the advisory business that means practicing presentations of course…but it also means embracing roleplay to […]
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Should you give a sly kickback to referrers?
by Tony Vidler        One of the ethical challenges for professionals is how to appropriately recognise the value of a great referrer or Centre-Of-Influence. A little kickback on the sly? Hardly professional. Don’t talk about it and pretend there is no commercial significance? Not great for maintaining trust long term.   It doesn’t have to become […]
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How to get more eyeballs on your Call-To-Action
by Tony Vidler        Getting prospective customers to move from content engagement to your call-to-action is a critical step in improving qualified leads, and conversions of them to clients.  One of the things I love about technology today is that there are always new applications helping you to improve your sales and marketing efforts in this […]
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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 […]
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Choose your words carefully…they can change the choices that prospects make!
by Tony Vidler        There are decades of good quality research now which help us understand how people are influenced, and what words or language are most likely to influence them.  The words that financial advisers choose to use matter more than ever before if we want people to follow our advice given that professional advice […]
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Professional Triage: Targeting The Immediate Need
by Tony Vidler        A huge mistake many advisers make is trying to deliver comprehensive advice to a client concerned only with an immediate need.  We need to recognize when triage is required, as opposed to when ongoing nursing is needed.   The immediate need is the more often the trigger for an advice client to […]
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