sales skills Archives - Page 17 of 18

Using Gamification To Engage With Prospects

by Tony Vidler Behavioural finance meets gaming meets technology and that means “marketing opportunity”. One of the newer marketing concepts arising from these trends converging is “gamification”, and while it is being used in all sorts of industries to engage consumers with new products and services it doesn’t appear to have really attained great traction […]

One thing we should learn from the Robo’s…

by Tony Vidler Like it or not, we have to accept that the “Robo’s” do some things better than human advisers do…especially when it comes to removing barriers for consumers to engage. If we look at any of the good online retailers or service providers – whether it is in financial services or selling […]

Paying COI’s: Perhaps prepare for the harvest before you prepare for the feast

by Tony Vidler Is it appropriate to be paying COI’s a share of your success from their influences? Or, to put it bluntly, nother way, should you share remuneration or the spoils of the sale with referrers? Personally, I think not. However, it is actually just a little more complicated than that […]

Making the move into charging fees for advice

by Tony Vidler The easiest way for advisers who are worried about trying to charge fees for their expertise or time is to sell a service which is not product related at all. This seems daunting to the many financial advisers who have “grown up” in an environment where they were paid by commissions […]

Here is how to explain, and show, your value to a client in 10 seconds

by Tony Vidler I am a massive fan of drawing little diagrams to explain technical ideas, but they are also a fabulous way of articulating the more nebulous concepts that people struggle to grasp. One of my favourites is a very simple picture that anyone can scribble on a cocktail napkin in 10 […]

Sell holes, not drills, to get more customers

by Tony Vidler When people go to the hardware store and buy a fantastic electric drill they are not usually terribly interested in the drill itself. They want a hole. This is an elementary truth about consumers buying behaviour They buy products for what the products can do for them, not because […]

Why Lawyers sell more than Financial Planners

by Tony Vidler Why is it that everyone tells jokes about lawyers and begrudges their work, yet lawyers tend to do pretty well in business? How is it that lawyers who tend to be pretty awful at marketing their services get so much business? Why is it that so many financial advisers […]

Top Time Management Tip: Take Time Off…

by Tony Vidler A quick Google search on Time Management books threw up 714,000,000 results…so there is no shortage of information out there for busy professionals looking to organise their work, and themselves, better. No matter how many books you read or conference presenters you listen to, the struggle remains the same….too much […]

The Top Challenge In Shifting From Product Sales To Advice Delivery

by Tony Vidler I was asked a simple, but loaded, question: What is the biggest future issue for financial advisers specialising in business insurance? I qualified my answer by saying that the biggest issue is the same one that faces all financial advisers regardless of their area of specialisation. The biggest issue […]

Professional Selling: It is a real thing!

by Tony Vidler Professional and selling are apparently 2 words which according to many just don’t go together these days…except they really do. I’ll go further in fact and say that professionals MUST be selling, but, selling must be professional. While there is an absolute requirement to place the clients interests above all […]

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