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What is “Good Content” For Advisers To Use?
by Tony Vidler        Nearly every advisory firm says “we need more prospects“.  sure, more prospects helps build a business but what builds a business faster is good prospects who are a right fit, and who don’t really consider going anywhere else when the time is right for them to use an adviser.  And frankly […]
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How To Generate Introductions Whenever You Want Them, To Whoever You Want
by Tony Vidler        Referral business is pure gold…it is the Holy Grail for advisers to be running a business where they are only working with referrals. Introductions are even better. Most advisers sit back and wait for clients or centre’s of influence to refer, but you can generate the referrals – or introductions -you […]
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Compliant Advice: Here are the only 3 things that matter
by Tony Vidler         Whenever the topic of compliance, or the “advice process”, comes up most advisers see themselves like this: Everyone is throwing everything at you with the sole intention of destroying you, right? As a consequence, compliance is largely considered a burden.  As is usually the way of these things a substantial body […]
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How Often Should We Contact Clients?
by Tony Vidler        “How much is too much contact?”   “How often is too often?” What is the right volume to contact clients? Much of the standard industry thinking around these questions is in fact quite dated I believe.  For example, go back not that many years and good marketers providing a lot of […]
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You really do have to sell more to your clients.
by Tony Vidler        Your clients will stay with you longer and be more valuable to you if you cross-sell more products and services to them. You will be more valuable to them if you sell more of what you do to them. Yes, yes…I know…there is that word “sell” and it doesn’t sit well […]
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Who you know matters more than anything else
by Tony Vidler        There’s too much emphasis now placed upon “what you know“.   Who you know matters more if you want to have a successful business. I know…I know…heresy! (But hear me out). Most professional advisers today actually know enough.  Sure, we always need to improve and there’s always more to learn and continuous […]
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Social Media: Are you hogging the conversation?
by Tony Vidler        You should post on social media once a week. No.  You should post 6 times a day! ummmm….how much is right? The short answer is “it depends”. It depends on the platform you are using, and it depends on your target audience and their appetite for content or engagement, and it […]
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How One Successful Financial Planner Gets New Business
by Tony Vidler         The one question that continually gets thrown to me is “What are other advisers doing that is successful for them?” Every so often one is willing to share their trade secrets, and this is how one local successful financial planner gets his business, and that he was happy to share: He […]
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Your key for unlocking endless creative content ideas
by Tony Vidler        How we engage with prospective customers has changed fundamentally in the last few years, and smart operators know that delivering engagement and meaningful content is critical to establishing authority, credibility and relevance for your target market.  In fact, ongoing engagement while consumers choose when they will engage is 90% of the […]
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How to do client video testimonials the right way!
by Tony Vidler        Testimonials are good for business – but we all know that, right? Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far […]
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