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: 14053, LinkedIn: 689
5 EASY Ways To Use Social Media To Get Noticed By Your Prospect
by Tony Vidler Advisers keep saying that they struggle to get noticed by their ideal prospects. Advisers also keep saying that they can’t see the point of social media. Uhhhmmm….maybe the thing they can’t see the point of is the very thing that will fix the other thing? Let’s say you […]
by Tony Vidler Prospecting today is a continual process, not a series of one off actions as it once was. Eons ago when financial advisory work was essentially just a continual series of product sales the prospecting required to be successful was repetitive and continual, but each prospecting call was a one-time […]
By Tony Vidler, CFP CLU ChFC A fisherman friend gave me a great prospecting reminder: fish at your feet first. His point was a simple one: why spend a lot of effort casting, and risking throwing your bait, and then having to reel in loads of line until you’ve caught the ones right next […]
By Tony Vidler, CFP CLU ChFC The prospecting method that keeps on delivering the most opportunities is Referrals. A distant second in the source of new clients for advice firms is Centre of Influence referrals. Research by the Financial Planning Association showed that on average in the previous year some 34% of new […]
Have you figured out where your low-hanging fruit is?
by Tony Vidler Have you ever thought about where the easiest wins are in getting new business? Or if you prefer; where the low-hanging fruit is? There will be latent opportunities inside most professionals businesses, and usually those opportunities are taken on an ad hoc, or reactive, basis rather than being planned and […]
by Tony Vidler Blogging is one of the best business development tools for professionals wanting to establish expertise and authority publicly. The statistics tell us that it matters to the people who we want as customers, even if you personally don’t feel there is much merit in blogging. For instance: Companies in […]
1 in 3 over-50s fear poverty in retirement, survey reveals
A third of over 50s say they do not think they have enough money to provide them with sufficient income for their retirement. financialplanningtoday.co.uk/…