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Marketing NEVER Stops For Today’s Adviser
by Tony Vidler Last week I was asked “when should I slow down or stop the marketing?” Answer: “Your marketing never stops. Never.” The rationale behind the question was the adviser has a good and large business – there are enough clients right now. So it wasn’t a stupid question by any stretch. […]
The Big Ticks: Best Stories For Professionals This Week
by Tony Vidler Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they are […]
by Tony Vidler Coming up with a winning headline or subject line is the first objective when writing for clients or prospects. Anything else we have to say in the body of the message just doesn’t really matter if we can’t get their attention and engagement first. Whether we are writing for a […]
Answer the only question that matters and prospects will do what you want
by Tony Vidler The W.I.I.F.M. – The big “what’s in it for me?” question is the only question that matters to a prospect isn’t it? Strip away all the behavioural psychology and best practice advice process…forget sales technique and cunning tactics to trick people into opening their wallets. Just answer this question at […]
by Tony Vidler Prospecting today is a continual process, not a series of one off actions as it once was. Eons ago when financial advisory work was essentially just a continual series of product sales the prospecting required to be successful was repetitive and continual, but each prospecting call was a one-time […]
The Big Ticks: Best Stories For Professional Advisers This Week
By Tony Vidler CFP CLU ChFC Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, […]
by Tony Vidler What incentives are appropriate for encouraging clients to refer? Or to just call you to seek additional advice? Or to promote a particular concept or product? Why provide incentives at all? Surely if the product or the advice is good value in itself then no further incentive is needed? These […]
by Tony Vidler It would be fair to say that the majority of people in professional services are not marketing specialists. Usually great technicians and specialist advisers, often great at selling and relationship management at an individual level. Not so great at getting the marketing going though…. Whenever I talk at workshops or […]
by Tony Vidler At some point most professionals consider using advertising as a means of lead generation, and often times it doesn’t work quite as well as they hoped. The most obvious reason why advertising doesn’t work sometimes is because the wrong medium, or channel, has been chosen to begin with. The people […]
Many financial services firms & advisers have mistaken asset allocation calculator questionnaires for risk tolerance tests.
Here are 10 common myths about risk tolerance.