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Get clients saving more with the 10/30/60 Rule
by Tony Vidler        One of the biggest issues for advisers is to get clients saving more.  Getting them to do now what will be good for later means deferring instant gratification and the constant  “we wants”, even in countries where compulsory or incentivised retirement savings schemes exist.   A fascinating piece of work for any […]
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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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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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Financial advisor CRM database
What to consider when selecting a CRM system
by Tony Vidler  One of the thorny issues for financial advisers is finding the right CRM system.   What makes it difficult is the struggle to define what is “right”.  As with most things in business, one should begin the decision making journey with a clear view of what you are trying to achieve.  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 […]
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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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Prospecting Tip: Don’t go fishing in the forest
by Tony Vidler        If you are looking for a prospecting tip think about this: 1. Relatively few financial advisers are really pro-active marketers, let alone masters of it. 2. The majority of affluent investors hang around with other affluent folk. 3. The Holy Grail for many financial advice professionals is to attract affluent clients and […]
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LinkedIN for Financial Advisers
The Top 10 Tips for Advisers to get some LinkedIn value
by Tony Vidler        Advisers use of LinkedIn generally leaves a lot to be desired and too many treat it as a static display of their CV.  It is a networking platform upon which too few actually do any networking.  To get good value from it follow the basics of networking that you already know…engage in […]
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3 simple steps to automate your Linkedin Thank You message
by Tony Vidler        Getting engagement with new connections on LinkedIn is as simple as sending a thank you message…and even smarter: automate as much of it as you can.   Whenever you have a recurring problem you need a process… Processes, systems, automation…these are the solutions to minimising waste, and recurring issues requiring manual workarounds. […]
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How to engage clients in a review of financial advice
How to get clients to act in the short term on long term advice
by Tony Vidler        It can be incredibly difficult to get some customers to act. Especially getting them to act on advice “now” which won’t pay off for quite a long time.   You know they should.  They know they should. They need to get on with it and take some action sometimes. Easier said than done […]
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