financial advisor

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 322 other followers

sidebar_tony
Facebook: 2831, Twitter: 13061, LinkedIn: 689
You are a professional? That doesn’t mean I trust you.
by Tony Vidler        You’re a professional. Should I trust you? Nope. As a consumer, a user of professional services myself, I’m tired of hearing from professionals that they should be trusted just because they are labelled professionals.  Let’s face it; many carry the label “professional” only by association anyway. The industry they are in […]
Read more.
The Continuous Cycle That Is Social Media Marketing
by Tony Vidler         Marketing via social media is a bit like riding a bike: you have to keep pedalling that cycle or the lack of momentum will make it fall over. Many professionals beginning with social media as part of their marketing mix fail to recognise that continual movement is a critical part of making […]
Read more.
pitching the message
Pitching Your Marketing To The Target Client’s Buying Journey
by Tony Vidler        Every practice needs to be pitching their marketing efforts at the ideal point in the target market’s buying process, because no practice has enough money and time to cover every possibility. Today’s consumers go through a process of engaging with professionals which is a little different to the consumers of 20 years […]
Read more.
Don’t rush to go “The Extra Mile” in client service just yet…
by Tony Vidler        Go the extra mile and clients will love you, right?   Maybe not.   While I would be the first to say that an area of opportunity for professional services firms to excel in comparison to their competitors is in “providing service”…the answer to getting to more clients on the “satisfied” […]
Read more.
Let’s be honest with our honesty
by Tony Vidler        Disclosure is back on the regulatory agenda again, and the rules will undoubtedly be changing yet again.  There is no doubt in my mind that disclosure of costs, fees and conflicts enhances trust and professional credibility.  However, there is also no doubt in mind that disclosure can be taken so far that […]
Read more.
New Thinking In Professional Development For Financial Advisers
by Tony Vidler        One of the positive changes for financial advisers in this part of the world in the last year was a broadening of what can be considered Continuing Professional Development (CPD). Now, instead of solely focussing upon technical learning, we are entering a regime where advisers have to map out their own […]
Read more.
How to protect your brand and reputation on social media
by Tony Vidler        You would think professionals would take more care of their reputation. I mean it is their livelihood, right?  You’d also think that professionals using social media would set themselves some guidelines on what stuff they will and won’t allow to have atached to their reputation…but nope. Confusion about what one should […]
Read more.
Are you offering Advice clients Fast Food or Fine Dining?
by Tony Vidler        Many advisers are unsure about what they offer advice clients – cheap and cheerful advice on the fly, or a superb planning experience.  Both do the job, albeit in different ways.  But offering fast food at silver service prices is a business model that will struggle…and that’s what happens when there […]
Read more.
Commission-Based Life & Health Advisers Need To Get Moving
by Tony Vidler        There is clearly a mood afoot for various industry stakeholders to see up-front commissions reduce in size in a number of financial products, particularly in life and health insurance products.   It will become a self-fulfilling prophecy of course, as the more it gets debated the greater the acceptance of the inevitability.  […]
Read more.
Making LinkedIn Matter In Your Marketing
by Tony Vidler        Most professionals have a LinkedIn profile now, but are they making LinkedIn matter when it comes to their marketing? Often they are not effectively utilising the 2 key areas that are searched by Google, being the title section and the summary.  That is incredibly valuable online real estate….provided for free…so let’s have […]
Read more.