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It’s Prime Networking Time!
by Tony Vidler        There are two types of advisers at this time of year: 1.  those who begin finding it tough to close out the game 2.  those who are already started on a new game. Typically in December & January most clients are trying to close out their own business games….get THEIR jobs […]
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Time Management Problem? Try Planning Your "Perfect Week" To Begin With…
by Tony Vidler        Why is time management such an issue for professionals when they are good at planning? We can take it as a given that financial advisers and financial planners are good at planning generally.  And they are very good at operational planning, which is that stuff that often gets referred to as […]
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Question: What’s the worst that could happen if you asked this?
by Tony Vidler        Great questions are integral to client engagement, but what is a really GREAT question?   One of the keys to success for any professional is having strong sales skills, or to put it another way, the ability to influence clients to shift their thinking.  Is that “selling” though, or is that just […]
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Want Prospects To Open Up? Take a tip from the professional interviewers
by Tony Vidler        Once upon a time everyone was taught the difference between open and closed questions as the key to engaging prospects…and it worked for a fair while. In today’s world with it’s much greater emphasis upon individual opinion and with our professional focus having shifted entirely onto what the client cares about rather […]
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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 […]
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A simple way to boost your ROI with your daily emails
by Tony Vidler        Have you thought about the ROI you get on your daily emails?  Probably not, because rarely do we think of the 100 emails we send 1-to-1 daily as “marketing” so we also don’t think of them in terms of the return on investment either.  But we should…in fact it might just be […]
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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 […]
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Choose your words carefully…they can change the choices that prospects make!
by Tony Vidler        There are decades of good quality research now which help us understand how people are influenced, and what words or language are most likely to influence them.  The words that financial advisers choose to use matter more than ever before if we want people to follow our advice given that professional advice […]
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Give clients time to think and "Buy In" with this simple trick
by Tony Vidler         There is a wonderfully simple technique that all professionals should be using every time they make a recommendation…. …of the challenge giving advice in what is usually a difficult area for consumers to comprehend easily or rapidly.  Consumers usually need a few seconds longer in processing time as the concepts financial advisers […]
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How to help prospects decide to follow your advice
by Tony Vidler        Helping prospects decide on the right course of action is often not quite as hard as we think, especially when it is a reasonable bet that every adviser has had clients or prospects ask at some point: “what are other people like me/us doing?”   The very same behaviour that makes many […]
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