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Share your opinion
Share Your Opinions If You Want To Get Noticed
by Tony Vidler        A core objective of great marketing is to get noticed, and what generates more notice than strong, well articulated and thoughtful opinions on topical issues?   Forming and then delivering an opinion is what professional advisers do for a living. With every client and every engagement opinions are created and expressed.  Virtually […]
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Professional Selling: It is a real thing!
by Tony Vidler        Professional and selling are apparently 2 words which according to many just don’t go together these days…except they really do.  I’ll go further in fact and say that professionals MUST be selling, but, selling must be professional.   While there is an absolute requirement to place the clients interests above all […]
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client-engagement-process
An advisers engagement process might look something like this…
by Tony Vidler        It is a rarity for a new customer to walk in off the street and just decide to buy some insurance or an investment product or a bit of planning from you, right?   That probably hasn’t happened for 10 years (if ever!).   So how do they decide to buy […]
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