financial advisor value proposition

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 310 other followers

sidebar_tony
Facebook: 7598927, Twitter: 14013, LinkedIn: 689
How to do client video testimonials the right way!
by Tony Vidler        Testimonials are good for business – but we all know that. Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far more […]
Read more.
creating brand advocates for ongoing referral business
Creating A Culture Of Client Advocacy For Your Practice
by Tony Vidler        In an ideal world all of our ideal clients would become active “brand advocates” for us…client advocacy would be the key driver of growth in our client base, wouldn’t it?  Our clients whey would be so in love with how our advice and expertise has positively changed their world that they’d […]
Read more.
Here is how to explain, and show, your value to a client in 10 seconds
by Tony Vidler        I am a massive fan of drawing little diagrams to explain technical ideas, but they are also a fabulous way of articulating the more nebulous concepts that people struggle to grasp.   One of my favourites is a very simple picture that anyone can scribble on a cocktail napkin in 10 […]
Read more.
educate your prospects to convert them into customers
You Can Become A Trusted Brand Before Clients Even Meet You
by Tony Vidler        For any individual adviser becoming “the trusted brand” in your target markets mind has to be the main marketing goal.  The importance of great engagement with prospective customers cannot be over-emphasised here…it is THE fundamental shift in effective marketing techniques over the last decade because it is the solution to the fundamental […]
Read more.
How are you planning to differentiate and stand out?
by Tony Vidler        You have to differentiate to stand out and attract business…but where do you do that. How do you do that? Well, it begins by thinking strategically about where you want to do it.   I remembering reading way back in one of the academic tomes on marketing that there were 5 […]
Read more.
Giving is good for business, so why not do it all year?
by Tony Vidler        It’s a distant memory I’m sure, but one of the things that everyone loves about the Christmas holiday season is it becomes noticeable that many folk relax just a little bit more….give others a bit more time and leeway…become just a little more charitable….and of course there are the client gifts.  […]
Read more.
10 Steps to an EFFECTIVE Marketing Plan
by Tony Vidler         There are 10 big steps to developing an effective marketing plan.  “Effective” in this context means a marketing plan which will get you enough of the right sort of customers for the resources you have available.  Getting results with the limited time and money you have in other words.   The […]
Read more.
Why didn’t the client call ME?
by Tony Vidler        “Our clients did business elsewhere and didn’t call us to do it – Why?”   How often do we hear this from advisers?   Maybe you aren’t very good, or maybe they just don’t like you.  Maybe that is why…but then, why would they have ever done business with you in […]
Read more.
Sell holes, not drills, to get more customers
by Tony Vidler         When people go to the hardware store and buy a fantastic electric drill they are not usually terribly interested in the drill itself.   They want a hole.   This is an elementary truth about consumers buying behaviour  They buy products for what the products can do for them, not because […]
Read more.
If it’s too expensive then 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 […]
Read more.