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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial 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 […]
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road-ahead-for-advice-business
The uncertain road ahead for advice businesses
by Tony Vidler        One certain thing for advice businesses is that there is a huge amount of uncertainty.  Practice owners have had a lot of “alone time” in the last couple of years quietly contemplating the road ahead and trying to figure out what do they have to do to prepare, or adapt.   […]
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Valuing the TIME you save for clients
by Tony Vidler        Valuing time is something we all do…or know we should do.  And one of the most valuable things that financial advisers do for clients is to save the clients own time.   How powerful would it be to quantify that in dollar terms for a client?   Everyone knows the maxim […]
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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial 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 […]
Read more.
financial advisers asking for referrals
How to get the RIGHT referrals
by Tony Vidler        We begin with the assumption that you deserve referrals….and thereafter it becomes a process of determining how best to position for the right referrals.   It is important that you generate the right sort of prospective new clients as not all prospects become the right clients for your firm, and you […]
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Compliance & social media use for financial advisers
How Advisers can remain compliant while using social media
by Tony Vidler        The difficulty of using social media but remaining compliant as a financial adviser seems to be a concerrn cited as a reason to not use social media by those advisers.  Various aspects of “compliance” are cited: the provision of best practice advice, privacy constraints, or legal responsibilities to a corporate stakeholder, […]
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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial 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 […]
Read more.
social media for financial advisors
THE secret marketing opportunity few Advisers use
by Tony Vidler        The marketing opportunity for financial advisers in using social networks still seems to be immense despite social media being a well entrenched part of our daily lives.    I continually see reports and articles suggesting that despite personal use of social media the market penetration of various social media networks by […]
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Buildong a COI referral system for financial advisors
How to build a COI referral system
by Tony Vidler        If you want to get a regular, repeatable, stream of well qualified prospects for your business then nothing beats having  a Centre of Influence (COI) driving the right types of ideal clients to you.   A good COI will be an advocate for you and your business, and be proactively recommending […]
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If It Is Not Simple, You Are Not Working Hard Enough
by Tony Vidler        It takes a lot of work to make complex advice simple and succinct, and nowhere is this more apparent than in the creation of  a financial plan or  Statements of Advice. Those 40 page plans, or worse those 80 page plans and pieces of written advice, are barriers to consumer engagement […]
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