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For Client Presentations Going Low-Tech Works
by Tony Vidler        As client presentations become more compliance-focused, lengthy, and technical in nature there is an corresponding increase in client dissatisfaction with financial advice.  Coincidence?  I think not. There has been a trend for years for financial advice, particularly comprehensive financial plans, when presented to clients to be “too clever” with clients not necessarily understanding […]
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How much client contact is too much contact?
by Tony Vidler        Getting the frequency of newsletters or regular client communications right is a real challenge.  How much is too much, and runs the risk of you being a nuisance?  How much is too little, and runs the risk of you being forgotten?     The right answer is “it depends”.     It […]
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Who Does That Adviser Work For?
by Tony Vidler        Which financial adviser is going to be right: the one who charges a fee; the one who is “free”; or; the one charging a commission?  Or is it the one who does all of these?     Well I suggest that it depends on what you are hoping for and what you […]
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Are you a GOOD Adviser?
by Tony Vidler        Another week and another bad adviser horror story in the local press…yet, another week and thousands more consumers work with their good adviser privately and attract no headlines. They just make progress quietly towards their savings or investment goals, or protecting their families, or building financial safety nets, and so it goes […]
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Business Success Formula For Financial Advisers
by Tony Vidler        Your business success as a financial adviser can be reduced to a fairly simple formula.     There are 3 things that will determine your financial performance, and there are 6 variables that influence those three things.     In this quick video you can find out what they are, how they […]
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The New Paradigm of Professional Services Marketing
by Tony Vidler        There has been a significant paradigm shift in how professional services marketing and sales functions interact.   A fundamental change to how we understand and use the knoweldge of the consumers emotional buying cycle has already happened.   The traditional view of “marketing generating leads” and then “sales converting leads into customers” […]
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What IS good content for sharing and engaging prospects?
by Tony Vidler        When it comes to creating GOOD content that is engaging prospects and your target audience there are a few things to get right, but most of the things you need to get right are not really about what you write or produce.   So what makes really good content is not […]
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Make your client testimonials REALLY stand out!
by Tony Vidler        Yeah, yeah, yeah….Client testimonials are good. We should all collect them. We should all display them on our website and stuff….   …but then line after line of typed text just looks the same as everyone else’s, and they lose impact don’t they?  Especially when potential clients know that we aren’t […]
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Do You Practice Enough To Be Elite?
by Tony Vidler         Elite financial advisers do things that average advisers won’t do.  They practice stuff before going to market with it for instance.   The best in any field practice before trying to win out on the field.  In the advisory business that means practicing presentations of course…but it also means embracing roleplay to […]
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“Always Be Coaching”, NOT “Always Be Closing”
by Tony Vidler        Coaching clients is a concept which is beginning to gain traction with financial advisers, and for many this is a new line of thinking.  After all, they were taught that “you should always be closing”, right?  No matter what else you are doing with prospective customers, and no matter what they […]
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