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adviser-value-proposition
What is NOT a Value Proposition…and what is.
by Tony Vidler        Value Proposition. It is the value that you propose to deliver to a potential customer.   What it is not is anything other than the value you propose to deliver to them.   Seems simple enough, doesn’t it?   Apparently it isn’t though.   Pretty much every professional you talk to […]
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Financial Adviser Titles: What’s in a name?
by Tony Vidler        Do financial adviser titles matter?  A good question given the number of advisers who seem to try and elevate their professional positioning by referring to themselves as something other than “a financial adviser”.  You know what I mean….financial advisers who have titles like “Risk Mitigation Specialist” or “Personal Financial Manager”….     Something […]
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How to get better positioning with LinkedIn Endorsements
by Tony Vidler         A feature of LinkedIn which is particularly helpful to a professionals’ positioning is the “Skills & Endorsements” section of your individual profile.  This section is only helpful though if it fairly reflects you expertise and there is a reasonable volume of support attesting that you do have that expertise. Unfortunately this is […]
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8 Reasons Financial Advisers Should Have A Blog
by Tony Vidler        Every financial adviser should have a blog by now…especially now when so many consumers have so many questions about money, and so much time to google them, and so many opinions to read that it is overwhelming.  Becoming a trusted voice online has probably never been easier for an adviser in […]
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influencer soft skills
The Adviser as an Influencer
by Tony Vidler        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 skills that are required to deliver influential advice should be deliberately developed.  But […]
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Your Reputation IS Your Personal Brand – and it is what matters most
by Tony Vidler        For most advisers the only brand that truly matters is, or should be, their personal brand.  Not the corporate brand, or licensees brand, or dealer group or avourite financial insititutions…YOUR brand.  And when it comes to your personal brand, reputation is everything really.   A lot of professionals get their branding […]
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