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Zero growth is your first revenue target
by Tony Vidler        How’s this for an uplifting thought when thinking about the revenue target for your new production year: your first priority in terms of revenue production is to get back to where you are now. That’s right…the first target is to get to “zero growth”.   No matter how good you are, and […]
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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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Consumers won’t use Financial Planners until they know what we do…
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” Wow.     What on earth do consumers think […]
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Publishing Content: it’s where authority meets effective marketing
by Tony Vidler        Every professional should aspire to being 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 […]
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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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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 […]
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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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Could you be a Thought Leader Adviser?
by Tony Vidler         A big phrase of recent times for anyone in professional services is “Thought Leadership”. Everywhere you turn someone is writing or saying “be a thought leader”…and nearly every audience asks “what is a Thought Leader, and how do you get there?”   To put it in its most simple terms, it […]
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Using LinkedIn To Get Business: When Is It Time To Go To The Premium Version?
by Tony Vidler        LinkedIn is basically a business-to-business networking tool, but the challenge is knowing when you should be using Linkedin to get business.  The free version is fine for establishing a profile, but the question then becomes “How do you know when it is time – or worth your while – to upgrade from […]
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financial advisory prospecting
Is that Prospect really a Prospective Client YET?
by Tony Vidler        Oddly, many advisers do not quite get what a prospect is. They often think it is a name with a phone number.  But is that enough for a prospect to really be a “prospective client”?   Knowing their name and how to contact them?   Somewhere on the path to professionalism some of […]
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