financial planning Archives - Page 23 of 39

How To Get Clients Choosing You

by Tony Vidler You need to get clients choosing you over the other adviser or you’re dead in the water, right? Often you don’t even know that they were comparing advisers until it is too late and the choice has been made. That happens to all of us in our careers. Once that choice […]

How to Build Your Brand Influence

by Tony Vidler Every Adviser has a brand, whether they realise it or not. That brand influences prospects to engage you…or not. You may as well manage it to get more positive outcomes then, right? We recognise the power and importance of the personal branding in athletes, celebrities and politicians, and yet, all too […]

Identifying your uniqueness as an Adviser

by Tony Vidler Your fingerprint is a unique identifier. Nobody else has the same one as you. Your uniqueness extends beyond having a separately identifiable set of finger prints though. Yet so many professionals struggle to identify their uniqueness and present that to the market. To create truly effective personal marketing in […]

Powerful marketing uses this word…

by Tony Vidler Powerful marketing uses powerful words, and there is no word more powerful in marketing professional advice than this one. It is: “Guarantee“ How can we tap into the power of providing a guarantee in professional services, especially in these increasingly litigious and compliance-focussed times? We can use it by […]

why financial planning clients leave the financial adviser

Client Twisting: Why clients move

by Tony Vidler Clients move firms. It is just a fact of life. When they leave us most times we blame someone else…we call it “twisting” or “churning”. The immediate inference is the client only left because somebody else – who is less ethical – took perfectly good business and moved it for no […]

Be Valuable By Simply Making Clients Lives Easier

by Tony Vidler There are many ways to be valuable to clients, and a frequently overlooked aspect of value is simply maing clients lives easier for them. A massive opportunity exists for advisers to remove complexity from their clients lives, and in turn, be valued for the advice and convenience they deliver to […]

How financial advisors can be relevant to clients

Working out how to be relevant to your clients

by Tony Vidler Two of the key things that all professionals struggle with is firstly to be relevant, and then remaining relevant. Amongst the most common questions that arise when marketing or client servicing is discussed for professional service firms is: “what do I say or write?“ You know what you know…and […]

second opinion service from financial advisors

Marketing your Professional Opinion

by Tony Vidler One of the best marketing ideas I have come across is the “Second Opinion” service, because it positions you as a professional, and as an “adviser” rather than a product centric financial services person. The concept is brilliantly simple, and firmly centred upon providing sound professional advice. You provide […]

Client Engagement: The WIIFM Question Is Really 3 Questions

by Tony Vidler WIIFM. What’s In It For Me? No sale is ever made, no client ever signs on, until you’ve clearly addressed the WIIFM question as it is THE dominant question running through every prospects mind. Most of us know this….and despite knowing it, most people in professional services struggle to address […]

What you need to know if you buy to grow

by Tony Vidler As many advice businesses reach maturity it is common to consider whether they should “buy to grow”. Should they buy another practice, or more commonly, should just buy a book of business from another practice. The typical reasons suggested for wanting to grow through acquisition are: 1. Get new […]

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