Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 7618628, Twitter: 14048, LinkedIn: 689
Do you have to be Unique to have a strong USP?
by Tony Vidler Spoiler: YOU do NOT have to be unique to have a strong differentiator. People mistakenly believe that they have to find their “uniqueness” in order to be able to articulate their value to the market. But your uniqueness doesn’t really matter in reality. You are one of 7 billion unique […]
One Fast-Track Method To Establishing A Reputation As An Expert
by Tony Vidler Personal reputation is more important than ever before, and not just because more people are googling you before deciding to meet with you. One of the other main reasons your professional reputation matters so much is because it is increasingly a driver of professional referrals. Professional referrals are those where […]
One tactic to make people remember your message…in just another moment…
by Tony Vidler Ever wondered why infomercials or news broadcasts come up with lines like this: “XYZ Corporation closed its doors on customers today leaving 10,000 without the products they had paid for already…more on that shortly.” The “more on that shortly” part creates intrigue of course….but the reason why TV stations do this […]
The "service" bit in your service business just might be the best ROI
by Tony Vidler The standout burning issue for most professional services firms remains attracting and developing new business, and advisers have a lot of distractions. The thing that is often compromised is existing client service as advisers deal with all the change and try to remain commercially viable. Yet, the most valuable investment […]
Showcase your work online if you want customers to choose you
by Tony Vidler There are a number of potential reasons why referrals, or good prospects from any source, decide not to choose to work with an adviser. Some recent research highlights that more often than not it comes down to “we look bad online” though. One of the real areas of opportunity for […]
Nobody Believes Your Advice Can Be Impartial AND Free
by Tony Vidler The problem with “FREE” is nobody believes that whatever you are offering is actually free. It might be free in terms of there being no invoice or obvious price tag, but that doesn’t mean it is “free” does it? Consumers today are alert, have a world of information in their pocket […]
How To Balance Satisfied Clients With Profitability
by Tony Vidler What impact on practice profitability does this have: “Despite ongoing efforts to improve service, positive customer experience levels decreased significantly across the world” This was from a report released a little while ago on the performance of the insurance sector globally, and it highlights a real dilemma for practitioners. […]
by Tony Vidler There sure a variety of opinions on how a “WHY” video should be constructed, and what you should cover in it. For me, most of the stuff you read and hear about how they should be just doesn’t make sense. That’s probably because I keep thinking about it from the perspective of […]
by Tony Vidler A huge mistake many advisers make is trying to deliver comprehensive advice to a client concerned only with an immediate need. We need to recognize when triage is required, as opposed to when ongoing nursing is needed. The immediate need is the more often the trigger for an advice client to […]
One incredibly powerful (and under-utilised) Adviser marketing tool
by Tony Vidler Without doubt one of the most effective marketing tools a professional can use today as clients demand more and more content which engages them and highlights your expertise is the Case Study. It is one of the more powerful marketing tools for professionals services, and appears to be largely ignored by professionals. […]