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There is a need for speed with leads…
by Tony Vidler        Speed kills…except in sales….there IS a need for speed with leads.  By calling a lead personally within 5 minutes of receiving a lead you can increase your chances of getting them as a customer by 100 times for example.   Unbelievable, right?   Research shows it to be absolutely true.  Perhaps Maverick […]
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Sales Activity Can Be Gamified
by Tony Vidler        some things are timeless simply because they have stood the test of time, and focusing upon sales activity is one of them.  “Sales activity” as a concept is probably abhorrent to many professionals today, but it is simply about managing the inputs which provide the outputs that your business wants.   […]
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Improve your sales results with a quick “Kerbside Review”
by Tony Vidler        One of the most effective ways to improve sales results is to spend 2 minutes on a reflective process after each client meeting – whether it was a good or bad one.   It is the “kerbside review” (hat tip to the USA with the spelling, but this concept did originate […]
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Financial advisor sales activity
Slow down to get better results
by Tony Vidler        To get better results one usually has to change something, and sometimes it strangely enough better results can be achieved from doing something which seems counter-intuitive:  Slow Down.   Anyone who has played a lot of sport knows that when things get disjointed and are not quite working seamlessly, the trick is […]
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talk-to-people
Talk is cheap…but the returns are fantastic
by Tony Vidler        Word-of-mouth remains the best marketing professionals can use, or get. The next best is “talk”.  Talk to clients and prospects directly.  One-to-one…actually spending time communicating directly with each other…voice to voice…human to human.   While I love using digital and leveraging it to communicate to as many people as possible, and it […]
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task-management
Productivity Tip: Prioritise the Activities that Yield the most
by Tony Vidler        To handle a significant workload AND get the results you want you need to prioritise the activities that yield the most, not waste time trying to manage time.  Time cannot be managed as such….the clock ticks inexorably onwards no matter what you do with the time.   Tasks can be managed. […]
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action-plan-for-effective-results
The Weekly Action Plan That Produces Consistent Results
by Tony Vidler        Having an action plan for every working week that produces consistent results is a challenge for many professionals.   Part of the challenge is that outside forces place a lot of emphasis upon “doing things right”, but the commercial needs of the firm or individual practitiioner need to be to be […]
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telephone track closing
Getting the right style and structure in a telephone track
By Tony Vidler  CFP  CLU  ChFC Being able to build an effective telephone track is a core skill for any adviser, and yet, so few seem to understand how to build one.  It is perhaps one of those “lost sales skills” from the last decade or so, where new entrants into the advice industry have […]
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How elite advisers stay in top gear
by Tony Vidler Elite high performing advisers have high performance routines. You don’t have to read on or view the video now, I’ve just given you the secret… …honesty time though: the headline is a LITTLE misleading…nobody stays in top gear perpetually.  Top performers DO know how to keep things rolling along at optimum performance […]
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