sales tools Archives - Page 6 of 8

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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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