speaker Archives - Tony Vidler

Words Matter…they can change the choices that prospects make!

by Tony Vidler 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 is inevitably presented in written form at some point, resulting in clients going over the words multiple times and potentially interpreting them in different ways. A lot […]

Sharing your content…what to give away?

by Tony Vidler When it comes to sharing your content what should be given away, and what should be kept back? There is no right or wrong on how much, or what, content one should share of course as it is yours – you can do what you like. However you also want to […]

Consumers won’t pay Financial Planners until they know what we can do for them…

by Tony Vidler “Only 2% of consumers would go to a financial planner to take out life or other personal insurance” “Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would seek investment advice from a financial planner” What on earth do consumers think financial planners actually […]

Publishing Content. Or, becoming an authority if you prefer

by Tony Vidler Every professional should aspire to becoming an Authority to their chosen audience in my view. The ideal is you have top-of-mind-awareness with your target market of course, but more than just being the first person they think of when a particular issue arises, you want to be positioned as their only viable […]

professional development for financial advisors

The problem with Professional Development programs

by Tony Vidler Most professional development 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 […]

Ask the expert? Be The Expert That Gets Asked!

by Tony Vidler It is so easy today to get yourself “in print” and be positioned to be the expert that target market customers ask for advice, and being the expert that gets asked leads to those customers putting in place solutions with you. Setting up chat forums, blogs, ezines and so on are all […]

Could you be a Thought Leader Adviser?

by Tony Vidler Business would be easier if people recognised their problems and knew you were the one with the answers, and they just came straight to you to get them solved, right? To achieve that you should be positioning as a thought leader. THE subject matter experts expert. To put it in its […]

Want to Cross-Sell? Then put a bit of planning into it…

by Tony Vidler We all know that cross-selling services and products to clients is critical to maximising the value of the client relationship as well as ensuring you are delivering full value to your clients. So why is it so often neglected? In part cross-selling is skipped because so many professional advisers today do […]

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 […]

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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