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Where your Value Proposition REALLY fits in
by Tony Vidler        A well crafted and well articulated Value Proposition is the key component in any good marketing strategy.  Even though it is the most important part of the entire marketing message, it is not the first thing however… To craft a great marketing message for your business there are three essentials and […]
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How to create a MORE effective client report
by Tony Vidler        The typical financial planning report or statement of advice produced for clients is ineffective.  An effective report gets the key points across as quickly and as simply as possible, so that the reader understands them, and is then able to make decisions relatively quickly and easily.  It will engage, motivate and rapidly […]
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10 Mistakes That Advice Businesses Keep Making
by Tony Vidler        So many advisory firms do not realise their potential, and the top mistakes which hold them back are more often than not nothing to with their ability to be great advisers. They tend to fall into the category of being basic commercial mistakes. So the main mistakes that advice businesses keep […]
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The times are a changin’…Business as usual is a dead end!
by Tony Vidler        The difference between any two professional practices filled with well qualified and well meaning people is usually that a different culture exists in each. All businesses develop a “way we do things here” over time…whether they meant to or not.  A culture evolves within the business…whether you wanted it to or […]
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What do Life Insurance customers want?
by Tony Vidler        One of the questions that continually vexes professionals is “what do customers want?“ In the life insurance area of financial services the answer is even tougher to find than usual, because insurance for virtually all consumers is an absolute grudge purchase.  When we think about it logically every person who buys […]
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A Good Financial Planner MUST Consider Risk Management
by Tony Vidler         Financial planners who do not tackle risk management issues thoroughly for clients do the clients a disservice. A good financial planner must be factoring personal risk management into their planning for clients.   Perhaps that is a little challenging to some, however too many financial planners simply do not include risk […]
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What you should expect from good coaching
by Tony Vidler        It is a peculiar thing…most of us recognize the difference that getting good coaching – or poor coaching – can make to any athlete or sports teams performance.  In fact most of us have often held quite passionate views about the merits of coaches…Very few professionals however seem to make the […]
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sales skills for financial advice
The missing ingredient in professional development: SKILLS
by Tony Vidler        We are awash with recommendations on how to “improve the advice business” and enhance professional developement.  Regulators, politicians, consumer groups, product manufacturers…competing business models that look to bypass advice entirely….all of them are making a lot of noise about how advice delivery can be improved and where professionals involved in the […]
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go to financial adviser
6 Steps to becoming the “Go To” Adviser
by Tony Vidler        “The modern sales professional doubles as an information concierge – providing the right information to the right person at the right time in the right channel.  Socially surround your buyers and their “sphere of influence”…”   Jill Rowley; Oracle.   The phrase “information concierge” captures the essential strategy for professional positioning […]
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How to work out who to keep on your team
by Tony Vidler        One of the toughest areas of practice management is building your team and keeping the team “right for you”.  So it is best to begin with an unpalatable truth: It is inevitable that at some point you will get team selections wrong.  You will get hiring decisions wrong….and sometimes firing decisions […]
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