presentations Archives

3 Is The Key To Effective Presentations

by Tony Vidler 3 is the magic presentation number. Effective presentations are structured in “threes”. It is a well established principle that people absorb information best when it is presented in 3 points…and while listing your best 3 features or benefits is more effective than listing your top 10 to most consumers, applying a […]

Can You Explain Your Financial Advice Philosophy?

by Tony Vidler Any adviser who has studied or has years of experience probably has a financial advice philosophy, even if they’ve never really thought of it as a philosophy. But it is what you believe. Most experienced professional advisers have formed views and opinions about the right way to do things for […]

How to engage clients in a review of financial advice

How to get clients to act in the short term on long term advice

by Tony Vidler It can be incredibly difficult to get some customers to act. Especially getting them to act on advice “now” which won’t pay off for quite a long time. You know they should. They know they should. They need to get on with it and take some action sometimes. Easier said than done […]

For Client Presentations Going Low-Tech Works

by Tony Vidler As client presentations become more compliance-focused, lengthy, and technical in nature there is an corresponding increase in client dissatisfaction with financial advice. Coincidence? I think not. There has been a trend for years for financial advice, particularly comprehensive financial plans, when presented to clients to be “too clever” with clients not necessarily understanding […]

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