financial planning Archives - Page 40 of 41

Did You Do A Good Days’ Work?

by Tony Vidler With all the report writing and problem solving it is often difficult to feel like you did a good days’ work…you were busy for sure, but was it a good days’ work? Or was it just being busy on “stuff”? There is a simple test for any professional feeling buried […]

Complicated products have owners manuals, why don’t ours?

by Tony Vidler face it: our products are complicated as far as clients and prospects are concerned. The funny thing is, nearly all of the products we buy are pretty complicated these days. Even though we men folk tend to ignore them to begin with, most of the complicated products come with explanations […]

Great Advisers Stay Simple

by Tony Vidler One of my favourite quotes of all time is by Einstein: “If you cannot explain it simply then you do not understand it well enough” and nowhere is this more true than in providing advice in complex areas. Great advisers stay simple when handling complex matters. It is not easy […]

5 ways to make smarter use of your CRM system

by Tony Vidler In days gone by Customer Relationship Management (CRM) systems were used as little more than simple marketing machines. They contained enough information to know who your clients were and how to contact them, and perhaps even had some prospects in there, and be able to produce a mail merge to run […]

Where to begin with social media marketing?

by Tony Vidler As professional advisers are more often than not still contemplating how to use social media as part of their overall marketing and client communication strategies 3 huge questions dominate their thinking: 1. Which social media platform should I use? 2. What should I post or publish? 3. How often should I […]

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 […]

Here’s how to move into "Stealth Mode" when doing your prospecting research on LinkedIN.

by Tony Vidler It seems that while a lot of professionals now have a presence on LinkedIn they are often not actually using it to prospect for potential new clients. That seems odd to me given that Linkedin is a Business-2-Business networking platform: it exists to assist people in business network with other people […]

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