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Financial Advice: You CAN Be Compliant Without Being Dull
by Tony Vidler The Annual Review process for financial advice clients is often seen as a rather hum-drum thing by the clients themselves, and getting them to engage in it can be a real challenge for advisers. It doesn’t have to be of course. With a little imagination it can be positioned as […]
by Tony Vidler If you aren’t emailing video’s to clients and prospects yet, why aren’t you? It seems an odd thing with everyone having smart phones that can take high quality video’s on the spot, and with everyone also drafting and sending perhaps a 100 emails a day, but it is still relatively […]
A Great Adviser is, or should be, a Thought Leader
by Tony Vidler “Thought leaders are the informed opinion leaders and the go-to people in their field of expertise. They are trusted sources who move and inspire people with innovative ideas; turn ideas into reality, and know and show how to replicate their success.” Somebody a few years ago called me a “thought leader”, […]
Why Advisers Need to Take The Lead On Providing Financial Literacy
by Tony Vidler There is an increasing rush to provide Robo-offerings from institutions and an increasing amount of angst from advisers wondering how to combat it. The way to combat it is for us – the advisory side of the business – to educate consumers. WE, the advisers, need to take responsibility for providing financial […]
What I’ve learned while falling in love with using social media for business
by Tony Vidler About 4 years ago I finally switched on to the power and potential of social media for business. Ok, so I’m slow, but I eventually get there… Ever since I did “get it” though I have found myself having Groundhog Day conversations with professionals because so many still don’t get […]
An easy way to get a client to pay you for insurance advice – and be happy doing it!
by Tony Vidler There is a remarkably simple way to use the high up-front commission system on life insurance products (as it exists in this part of the world anyway) for the benefit of the client and the adviser. And it sure doesn’t hurt the insurer. In fact, I can’t imagine regulators having too many […]
The Professional Services Firm Model Of The Future Is Possibly A "Fast Food Alley"
by Tony Vidler Ever noticed how the fast food stores tend to cluster together as some sort of “fast food alley”? Have you ever wondered why? There is a “convenience” element for the typical customer of course, however there is a more important reason – which might just be a useful lesson […]
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 […]