financial advisor Archives - Page 42 of 43

3 things will get you attention and traction with Twitter.

by Tony Vidler “How should I use Twitter” is the question which follows the decision to embrace it. In other words, how do you get Twitter attention and then get traction with a following? There has been a paradigm shift in recent years as more and more information is available, and on more […]

Be Your Client’s Consigliere

by Tony Vidler Which is the more effective style for a financial adviser to adopt: 1. The Expert OR 2. The Counselor It is a question many struggle with, and the ideal position is actually: “be either depending on what is required” This choice is not really […]

How to explain your Process and Fee to clients

by Tony Vidler Many advisers have difficulty explaining their fee basis, and the client advice process, in a clear and logical way. It becomes a barrier to engaging clients, and undermines our professional image, when we fumble and stumble on a fairly straightforward part of being in business. As with most things in the […]

Dropping the “Who Do You Know” bomb is dumb.

by Tony Vidler One of the time-tested techniques of sales is to obtain referrals by dropping a “who do you know” bomb on them…and it is dumb. It has never actually worked all that well really, and it works even less well today. Adding an extra word in there doesn’t make it […]

What is the point of an expensive CRM system?

by Tony Vidler An adviser who plans on being in the business for another couple of decades asked what the point is in paying for an expensive and fancy CRM system. Honest. He did ask that. He has a list of clients in Outlook and has the clients home addresses, phone numbers, and sometimes […]

The Professional’s Branding Challenge: how to look different while blending in (& why it matters)

by Tony Vidler When it comes to creating a personal brand as a professional, the irony is we have to look different – while blending in and looking the same. One cannot afford to look any less professional than your peers or competitors. So to a large degree degree there is a market expectation […]

How Big Is The Goldmine WITHIN An Advisers’ Practice?

by Tony Vidler Just how much opportunity is sitting inside the typical adviser practice? How much new business is waiting inside that existing database? It Is Usually A Goldmine. A report from a couple of years ago highlights the point: A lot of clients do not give advisers all their investable funds. […]

3D Marketing: There IS more than one dimension

by Tony Vidler There is a tendency for those in professional services to see marketing in a single dimension whereas it really is multi-dimensional. Typically marketing is seen as being one of two quite different things – and neither are entirely right in themselves. It is either something “strategic” and broad and slightly fuzzy, […]

Soft Dollars are terminally ill….thankfully

By Tony Vidler, CFP CLU ChFC I’m calling it: Soft dollars for financial advisers as we know them today is officially “terminally ill”. Their death is not quite guaranteed, but the odds are very high that they shall die soon’ish… But I personally think they will die far faster than most expect. And thank God […]

Commissions, Conflicted Advice…and finding common ground

by Tony Vidler Well..it has happened. Life Insurance sales commission in Australia is regulated to lower levels, albeit with a phase in period. (See: Life Insurance Commission Reform is Happening In Australia) The arguments have at times been ferocious, and those arguments are being watched closely in other jurisdictions such as New Zealand. Here one […]

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