financial advisor value proposition Archives - Page 13 of 16

Robo-Advice? It is GREAT For An Adviser Business…

by Tony Vidler Robo-advice is great for all of us in the advice arena, because WE learn more about consumers appetites for advice and product and WE learn more about their behaviour. That helps us deliver better services of higher value. It is one of the major benefits of the intense interest and investment […]

High Net Worth Clients: The 3 Strategic Issues You HAVE To Get To Grips With

by Tony Vidler The nirvana for most professionals is to work only with high net worth clients. The challenge in doing so is that the affluent are inevitably becoming more difficult to get in front of personally. As with the famous line from Jurassic Park – “life will find a way” – so […]

Do you really know what your clients want?

by Tony Vidler Do you really know what your clients want? A classic mistake that professionals tend to repeat is assuming that their clients all want the same thing, which coincidentally is the very thing that the professional specialises in. There are usually 2 things wrong with this assumption: clients are not all […]

Consumers won’t use Financial Planners until they know what we do…

by Tony Vidler “Only 2% of consumers would go to a financial planner to take out life or other personal insurance” “Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would seek investment advice from a financial planner” Wow. What on earth do consumers think […]

Publishing Content: it’s where authority meets effective marketing

by Tony Vidler Every professional should aspire to being an Authority to their chosen audience in my view. The ideal is you have top-of-mind-awareness with your target market of course, but more than just being the first person they think of when a particular issue arises, you want to be positioned as their only viable […]

The Value Of The Financial Planner: Fixing finances, the future, and feelings

by Tony Vidler Many question the value of the financial planner, and there has been plenty of research in recent years to attempt to quantify that value. Quantifying value of advice is a recipe for debate, as the actual difference in net worth or security which can be attributed to the work of the […]

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 […]

Consumers WANT to talk to you!

by Tony Vidler The opportunity to grow your professional services firm by gaining new clients has probably never been better because consumers want to talk to you. On the back of the sudden realisation in 2020 that markets do not go up forever, and cash reserves really do help, and it is worthwhile transferring […]

The 4 Actions Needed To Create A Personal Service System That Pays Off

by Tony Vidler An ongoing challenge for any service business is to create “Mass Personalisation”, or something akin to a factory production line that delivers constant quality efficiently, but which still feels personal to the end user. In professional services it is creating and efficient and affordable business system that allow mass actions […]

Actually Using The Pareto Principle To Improve Service And Profit

by Tony Vidler Everyone has heard of Pareto’s Principle by now, but are you actually using it to improve profit…or improve service….or is it actually “improve service to improve profit using Pareto”? It is the latter. Undoubtedly. Improving service leads to greater retention, or longer duration of client engagement & revenue. Improving […]

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