professional brand Archives

customer service pays for financial advisors

Professional Service: There’s extra money in going the extra mile with your service

by Tony Vidler Often advisers forget how valuable the service bit is in their “professional service” business. Everyone has heard some story about how a business did well from going the extra mile for a customer…but rarely do you hear about a professional services business that has a standing process for going the extra […]

The Essential Soft Skills Needed To Influence

by Tony Vidler To influence others requires softs skills rather than hard core sales skills and techniques. The financial adviser is supposed to be an influencer…our role is to influence others to make better decisions than they would otherwise have made. In order to become a more effective adviser the ongoing development of the […]

Your Reputation IS Your Personal Brand – and that matters most

by Tony Vidler For most advisers the only brand that truly matters is, or should be, their reputation. It IS their personal brand. The corporate brand, or licensees brand, or dealer group or favourite financial insititutions…they are secondary to YOUR brand. And when it comes to your personal brand, reputation is everything really. A […]

Get Writing To Leverage Your Brand

by Tony Vidler Whether you realise it or not you have a brand, and ideally you want your brand to be attracting ideal clients. The problem with most prospecting and lead generation activities for most advisers and firms is that they aim at capturing one prospective client at a time. There is no significant […]

The Basics Of “Looking Good” – Professionally Speaking

by Tony Vidler Looking good professionally is critical in today’s world. It has always been important of course, but in the era of online search throwing up that awful photo from your party days…well… These days our image precedes us…people are forming impressions about us from the initial contact and their initial search results. […]

When it is time for a business name makeover?

by Tony Vidler Where do you start when it is time to get a makeover for your business? Change the business name? How do you even know when to think about it seriously? The “when” is driven by whether your business is growing at the rate you expect, and attracting new clients. If it […]

How to Build Your Brand Influence

by Tony Vidler Every Adviser has a brand, whether they realise it or not. That brand influences prospects to engage you…or not. You may as well manage it to get more positive outcomes then, right? We recognise the power and importance of the personal branding in athletes, celebrities and politicians, and yet, all too […]

second opinion service from financial advisors

Marketing your Professional Opinion

by Tony Vidler One of the best marketing ideas I have come across is the “Second Opinion” service, because it positions you as a professional, and as an “adviser” rather than a product centric financial services person. The concept is brilliantly simple, and firmly centred upon providing sound professional advice. You provide […]

The 1 Big Mistake Professionals Make When Trying To Position As An Expert

by Tony Vidler One of the greatest ways to attract the type of business you prefer is “Expert Positioning”, and most professionals could position as an expert if they really wanted to. The reality is that most professionals are experts, and their knowledge should be highly valued… But very few actually work to […]

Is Your Value Proposition Consistent With Your Strategy?

by Tony Vidler Two areas advisers wrestle with forever seem to be creating a value proposition and creating a strategy. There is a way of helping to define both in broad terms quickly, and that carries the massive advantage of ensuring that the two are aligned. Your value proposition should reinforce where you are […]

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