financial advisor Archives - Page 38 of 43

The Power of Visual Aids

by Tony Vidler As advisers, we talk a lot. And when we aren’t talking we are writing. Visual aids, or graphics, tend to get overlooked by us but there is LOADS of research which suggests we should be using loads of visual aids, and perhaps less talk and less writing. If you doubt the power […]

The cost of convenience in insurance: Underwrite at proposal time, or claim time?

by Tony Vidler Convenience in insurance can come at a steep cost: When does your client want to have the drama with their insurance company? At underwriting time, or at claim time? The cover is going to get underwritten at some point, it really is just a matter of when. This is a confusing facet […]

Are Advisers Overlooking The Obvious?

by Tony Vidler Advisers are racing to use new technologies and modify engagement & busines processes, and that is totally understandable. But there is a real risk of losing sight of the essentials and overlooking some basics. Like, answering a customer enquiry. Or helping your community in the way you can help best – […]

You can do personal online-only advice

by Tony Vidler There are some great reasons to go digital in your advice process, especially if you live in a city where traffic gridlock, exorbitant parking costs and insane commercial rents drive up your overheads and kill your productivity. For many advisers now of course, there is no choice but to go digital-only. […]

Financial Advisers Digital Marketing Starter Pack

by Tony Vidler If you are an adviser who has mastered digital marketing then you don’t need to read this. If you’re an adviser who thinks having a website IS the digital marketing plan, then you need to read on. My reason for being that blunt at the outset is that I want to just […]

Who says you can’t teach old dogs new tricks?

by Tony Vidler Old folk don’t take on new technology and new ideas, right? You just can’t teach them. Or is that “us”? Well that theory is getting blown away in a pandemic-like-way… There has been a continuous lament for years about the ageing of the financial advisory business and it is certainly true when […]

Advisers should use Facebook – and think like clients when doing it

by Tony Vidler Most Advisers using digital marketing today have Facebook as part of their marketing strategy, and I see most using it wrong in my view. Facebook can be an immensely powerful element of your content marketing, or engagement marketing, if it is used well. The key to using it effectively is […]

Position Advice Properly as Success Coaching

by Tony Vidler The perennial challenge in selling advice is positioning it as valuable, and we should think about it and describe it the right way: great advice is about coaching. It IS coaching. Giving advice is all about analysing the desired outcomes for clients, weighing up the possibilities, deciding on the optimal […]

The 5 Essential Soft Skills For Professional Advisers

by Tony Vidler Technical knowledge will only take you so far, and sometimes (like when the world is in lockdown and there are no rational markets) they won’t tyake you anywhere at all. There are times when what you know just doesn’t matter. Knowing how to deal with people is all that matters sometimes. They […]

Prospecting: Reconnect to Create New Opportunities

by Tony Vidler A simple prospecting idea which usually pays off is simply re-connecting with those who you have spent time with, but did not do any business with. I am talking about “prospects” from 6 months ago…or 12 months ago. There are always people we are seeing who are potentially great customers, but […]

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