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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for professional 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 they […]
Read more.
sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for professional 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 they […]
Read more.
sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for professional 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 they […]
Read more.
sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for professional 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 they […]
Read more.
sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for professional 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 they […]
Read more.
make room for robo advice
Make room for the Robo’s
by Tony Vidler        Robo’s are a threat to advice businesses in much the same way that a chilly bin is a threat to the sale of refrigerators.   Many advice businesses, and quite a few institutions it seems, appear to believe that automation is the devil that will kill financial advice, and it should […]
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financial planning process for prospects
Show Prospects The Planning Process, And Get CLIENTS
by Tony Vidler        The Challenge: Getting prospects to buy into the financial advice planning process.   The Solution: Show them HOW the process works.   The keywords there are “show” and “how“….and it is because so many advisers do not focus on these 2 words in the earliest stages of engagement that they struggle […]
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soft dollars adviser incentives
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 […]
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valuable linkedin marketing
How to use your most valuable online real estate well!
By Tony Vidler  CFP  CLU  ChFC The most valuable piece of online “real estate” any professional has today is their LinkedIn Summary section.  It is searchable content, and there is LOADS of room to tell your story or compelling points of difference, or highlight your expertise….yet so many professionals barely use 50% of the space […]
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Enjoying the Journey
by Tony Vidler  As the year draws to a close and we are nearly embracing the joy of Christmas, I have been reflecting upon what makes Christmas wonderful for so many of us – and what we may be able to take from that and use in the year ahead. What makes Christmas such a […]
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