financial planning Archives - Page 26 of 39

5 easy ideas to get a BIG Practice performance difference

by Tony Vidler Into a new financial year and many advisers are wondering how to make a big practice performance difference without incurring significant extra costs or making dramatic changes after such a tumultuous last year or so. The good news is that it is amazing how some really simple and relatively small things […]

What Value Is A Practice?

by Tony Vidler Given some of the trends in financial services there must be serious questions about how to accurately value a practice of a financial adviser. The short answer to what is an accurate value of any practice will of course always be “whatever a buyer is willing to pay, and which you […]

Making Social Media ACTUALLY work for your Advisory Firm

by Tony Vidler Once you’ve bought into its potential the small matter of making social media work and produce results for your advisory firm becomes the burning question. Accepting its potential for marketing your business is one thing, but deciding HOW you are going to do so is quite another. But even before […]

What I’ve learned while using social media for business

by Tony Vidler I’ve been using social media for business to market myself and my services for quite a while now, and it has totally helped. No doubt about it. Social media has been good for marketing my business and building a profile way beyond what I anticipated. The thing that many professionals simply […]

If you’re converting only 1 in 10 prospects you have a problem

by Tony Vidler There was a time when converting 10% of your prospects was the path to career success as a financial adviser. Hard to believe perhaps, but true. Everyone starting in a sales role was told to just “see the people, see the people, see the people!”? The expectation was that our fame and fortune […]

content marketing for financial advisors

Sharing your content: how much leg should you show?

by Tony Vidler When it comes to content sharing, how much is too much? Or not enough? To use the old and incredibly politically incorrect line: “how much leg should a lady show?” General disclaimer to begin with: I m not inviting allegations of sexism and general trashing of whatever reputation I have […]

An easy way to work out how to express your advice value

by Tony Vidler If you are struggling to express the value of your advice for your target market there is a way to figure it out that doesn’t require you agonising over how to come up with a clever marketing message. “Your value” could be expressed as what benefits you can deliver for them. […]

How to get customers enthused when our products are boring

by Tony Vidler How can we create or transfer enthusiasm to a customer when: Our products are as boring as the boring-est thing ever. The Value that customers receive from financial services products could be years and years and years away….if “physical value” actually ever turns up at all Our products are as boring as the […]

How to tap into the Principle Of Scarcity – and create some urgency for clients

by Tony Vidler The Principle Of Scarcity One of the more powerful principles of influence is the Principle Of Scarcity: people tend to want what they perceive as being limited, or difficult to get. That is a difficult principle for professionals to tap into most of the time as the products and services […]

The Myth Of Independent Advice

by Tony Vidler The search for “independent” advice is rather like the Quest for the Holy Grail. It doesn’t exist. The search is fruitless and doomed because there is no Holy Grail. Independent advice simply does not exist. The argument for those wanting to say they are independent (or being allowed to by regulators) […]

financial planning

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