financial planning Archives - Page 39 of 41

Lead Nurturing: “Me luv you long time” actually pays off

by Tony Vidler It’s funny how the phrase “me luv you long time” has become iconic while being used as a blatant untruth. The way it is used in modern pop culture is to highlight precisely the opposite attitude – me no luv you much at all, but me luv your money. Adopting this […]

Could Advisers Be DRIVING Revenue To Online Providers?

by Tony Vidler I do keep wondering if advisers realise how much revenue is waiting to be unlocked by them inside their existing business? A little while ago I was talking with a business that provides outsourced client servicing solutions and they provided me with some of their data from working with financial […]

Why Lawyers sell more than Financial Planners

by Tony Vidler Why is it that everyone tells jokes about lawyers and begrudges their work, yet lawyers tend to do pretty well in business? How is it that lawyers who tend to be pretty awful at marketing their services get so much business? Why is it that so many financial advisers […]

Top Time Management Tip: Take Time Off…

by Tony Vidler A quick Google search on Time Management books threw up 714,000,000 results…so there is no shortage of information out there for busy professionals looking to organise their work, and themselves, better. No matter how many books you read or conference presenters you listen to, the struggle remains the same….too much […]

Value is not Black and White, it is Shades of Grey

by Tony Vidler At the most basic level “Value” can easily be defined: Value is Benefits less Costs. That simple definition doesn’t highlight the enormous range of definitions for “Benefits” though, which is why trying to understand what value is results in everyone seeing a different shade of grey. The range of possible benefits […]

Should you be marketing to your existing clients?

by Tony Vidler What do you want most from your marketing: 1. More customers, or, 2. More revenue? Most marketing efforts are aimed at trying to convince strangers to bring their business to you. New clients are good of course, and are in fact vital for the long term success of a business. […]

Professional Selling: It is a real thing!

by Tony Vidler Professional and selling are apparently 2 words which according to many just don’t go together these days…except they really do. I’ll go further in fact and say that professionals MUST be selling, but, selling must be professional. While there is an absolute requirement to place the clients interests above all […]

Time to get with the program on regulation

by Tony Vidler For all the distractions, downtime and inefficiency that comes with new (or more) financial services regulation it is very easy to see it as an imposition. Many advisers conclude that regulation is simply bureaucracy which in itself creates little to no value. I am no fan of meaningless bureaucracy, but […]

Outsourcing: Can that “expert” actually walk the talk?

by Tony Vidler They say that the easiest people to sell to are the people who sell for a living, and there is a bit of truth to that. Who the advisers turn to for advice in their business affairs often astounds me. Nowhere is this more true than when it comes to […]

Why Professionals struggle to get referrals consistently

by Tony Vidler Getting referrals consistently is how many great advice businesses achieve systematic growth. “Consistently” is the key word that should be linked to “growth” here…and some research a little while ago in Australia highlighted why so many firms struggle with this. It is because they are not systematic in their approach […]

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