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qualifying-a-prospect
Is that Prospect really a prospect?
by Tony Vidler        How do you know if a prospect is really a prospect, or if they are just yanking your chain? We’ve all had the prospects who seem to be engaged but turn out to be complete time-wasters.  They just cannot bring themselves to say “no thanks”.   They cost a ton in […]
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Sweat the small stuff: it is what we CAN control!
by Tony Vidler        I keep hearing “don’t sweat the small stuff” and every single time I hear someone say it I think of work, and what we do, and automatically think “if we don’t sweat the small stuff we are doing an awful job”.   The small stuff is the very stuff that financial advisers […]
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How to go about creating the RIGHT Strategic Alliance
by Tony Vidler        A good strategic alliance or two can be the thing that makes success for a professional services firm.  It can be a complete game changer.   In fact it is so important to get right that the key to finding and forging the right strategic alliance is thinking strategically to begin […]
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Don’t know how to make great visuals? No worries…
by Tony Vidler        Visual aids sell. Great visuals increase comprehension and speed of information absorption. Apparently the brain processes visual information 60,000 times faster than text. Well…I don’t know if the “60,000” is actually a fact but I found it on the internet, so it must be true.  I am sure too that regardless […]
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professional development for financial advisors
The problem with Professional Development programs
by Tony Vidler Most training programmes for financial advisers end up being vaguely disappointing for the participants. Often the feeling is that the training is a bit too academic or theoretical and hard to implement in one’s practice…but the real reason why training fails is because it doesn’t address all the necessary components.  In order […]
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financial advisor sales & marketing
Prospecting has never been easier…for some!
by Tony Vidler        Prospecting seems to remain the biggest day to day business problem for financial advisers, yet prospecting has never actually been easier.   If you polled 100 advisers with this simple question I would wager that more than half would answer: “getting enough new business prospects to meet my business objectives”.   Prospecting […]
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Which CRM is right for you?
by Tony Vidler        I am losing track of how often I get asked “which CRM do you recommend?”  It is a huge decision for a professional service business, and an area where every solution offered seems to fall a little short in one aspect or another.   The problem is that for a financial […]
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damned good advice for financial advisors
Maybe this is an opportunity: Picking a good financial adviser is harder than ever for consumers
by Tony Vidler        Choosing a good financial adviser has always been a bit of a leap of faith for consumers I guess, but picking one today is harder than ever.   With the tendency to use search to screen possible contenders, and with most contenders having to use the same acronyms and titles and so on, […]
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ideal-prospects-call-you
Consumers WANT to talk to you!
by Tony Vidler        The opportunity to grow your professional services firm by gaining new clients has probably never been better because consumers want to talk to you.   On the back of the sudden realisation in 2020 that markets do not go up forever, and cash reserves really do help, and it is worthwhile transferring […]
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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 […]
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