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Make Your Marketing A Machine!
by Tony Vidler One of the essentials for practice growth is to build a marketing machine. A combination of mini-systems and components that keep the whole motor running at full speed. Most professionals have elements of the marketing machine…but just elements. They haven’t built the full system – and then of course they […]
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 […]
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, CFP CLU ChFC 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 every incoming phone call and email that arrives from clients demands another opinion. We aren’t short of having opinions are we? […]