sales process Archives

Process Creates Profit!

by Tony Vidler That word “process” is just deadly for so many advisers today that too many won’t have bothered reading this far…but process creates profit. “Process” has become associated simply with compliance in delivering financial advice, but process is way more than that. Process is proven successful methodology being repeated. Processes become the […]

How to double the conversion rate on your opportunities

by Tony Vidler Imagine the difference to your business if you were able to double the conversion rate on your opportunities. You spend the same money and effort but get twice as many sales as a result…it would add quite a bit to your bottom line wouldn’t it? The decades old strategy of just crunching […]

The simple prospecting system from the worlds greatest ever salesman

by Tony Vidler According to the Guiness Book Of World Records the greatest salesman in the world was Joe Girard. Joe sold cars…an incredible 13,001 cars sold in his career. One at a time…working “retail” with high priced items. And selling the same things, at the same price, as a heck of a lot […]

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 […]

This Is The Sensible First Step In Taking Charge Of Your Time

by Tony Vidler Without doubt the most precious resource you have in professional services is your time. For many practitioners it is all they have to sell, and derive income from. It follows that when it comes to trying to determine how to improve business efficiency or profitability, or personal earnings, that the allocation and […]

Is that adviser working for you?

by Tony Vidler “Is that adviser working for you?” is a question that is being constantly thrown at consumers, and there is some merit in it. 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 […]

How to make yourself scarce…and more valuable!

by Tony Vidler Make yourself scarce. It is a well established economic AND behavioural principle is that people generally will have higher demand for that which is more difficult to get. Less of something makes it more valuable, right? It is a pretty sound principle that consumers tend to have a higher want for whatever […]

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 just […]

Making the move from Product Rep to a valued Financial Adviser

by Tony Vidler Being a valued financial adviser is the goal, right? Well it is difficult to considered yourself “valued” if you don’t place a value upon your own expertise or worth to the client. It is even more difficult for prospective clients to consider you valuable if you do not place value upon […]

The New Paradigm of Financial Adviser Marketing

by Tony Vidler There has been a significant paradigm shift in how financial adviser 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” held that […]

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