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Creating content that customers want
by Tony Vidler Creating content that customers want is not as hard as advisers think it is. It is continually suggested by financial advisers that it is difficult to create articles and tips which their customers will enjoy and value and which support the rest of their marketing and customer service strategies. Financial Advisers […]
The Top 10 Tips for Advisers to get some LinkedIn value
by Tony Vidler Advisers use of LinkedIn generally leaves a lot to be desired and too many treat it as a static display of their CV. It is a networking platform upon which too few actually do any networking. To get good value from it follow the basics of networking that you already know…engage in […]
3 simple steps to automate your Linkedin Thank You message
by Tony Vidler Getting engagement with new connections on LinkedIn is as simple as sending a thank you message…and even smarter: automate as much of it as you can. Whenever you have a recurring problem you need a process… Processes, systems, automation…these are the solutions to minimising waste, and recurring issues requiring manual workarounds. […]
by Tony Vidler Even if Financial Advisers don’t feel the need to do marketing I would suggest that there are still some marketing places to be for advisers who feel they have enough clients. Even when prospecting for new clients is not a particular issue, professional credibility is. Suppliers, potential referrers, Centres Of Influence…they […]
How to get clients to act in the short term on long term advice
by Tony Vidler It can be incredibly difficult to get some customers to act. Especially getting them to act on advice “now” which won’t pay off for quite a long time. You know they should. They know they should. They need to get on with it and take some action sometimes. Easier said than done […]
by Tony Vidler Prospecting seems to remain the biggest day to day business problem for financial advisers, yet prospecting has never actually been easier. If you polled 100 advisers with this simple question I would wager that more than half would answer: “getting enough new business prospects to meet my business objectives”. Prospecting […]
Are you giving good advice, or giving what they want?
by Tony Vidler Giving good advice is different to giving people what they want, isn’t it? Most financial advisers can do both, and many do in fact deliver both. That is, they often give people what they want because that is after all what the consumer wanted….and the consumer is the boss and has the […]
by Tony Vidler I am losing track of how often I get asked “which CRM do you recommend?” It is a huge decision for a professional service business, and an area where every solution offered seems to fall a little short in one aspect or another. The problem is that for a financial […]
Maybe this is an opportunity: Picking a good financial adviser is harder than ever for consumers
by Tony Vidler Choosing a good financial adviser has always been a bit of a leap of faith for consumers I guess, but picking one today is harder than ever. With the tendency to use search to screen possible contenders, and with most contenders having to use the same acronyms and titles and so on, […]
Making the move from Product Rep to a valued Personal Financial Adviser
by Tony Vidler Being a valued financial adviser is the goal, right? Well it is difficult to considered yourself “valued” if you don’t place a value upon your own expertise or worth to the client. It is even more difficult for prospective clients to consider you valuable if you do not place value upon […]