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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 […]
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 […]
How to protect your brand and reputation on social media
by Tony Vidler You would think professionals would take more care of their reputation. I mean it is their livelihood, right? You’d also think that professionals using social media would set themselves some guidelines on what stuff they will and won’t allow to have atached to their reputation…but nope. Confusion about what one should […]
by Tony Vidler It is so easy today to get yourself “in print” and be positioned as the expert that target market customers ask for advice. and being the expert that gets asked leads to those customers doing business with you. Setting up chat forums, blogs, ezines and so on are all relatively easy […]
Is Insurance Churn Really The Issue We Think It is?
by Tony Vidler Any time an insurance product is replaced by an adviser with an alternative one someone begins howling about “insurance churn” or “twisting of policies” and the immediate inference is that something unethical just occurred. Sometimes that is true of course, and there are undoubtedly bottom feeders in the industry who survive by […]
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 […]
by Tony Vidler Sensory sells…having an intangible become tangible absolutely helps people buy. And when it comes to buying “the tangible”, presentation is everything isn’t it? The most ordinary things become something special when beautifully wrapped and presented. The wrapping and presentation creates intrigue and interest and heightens the anticipation and pleasure…. Is […]
One Fast-Track Method To Establishing A Reputation As An Expert
by Tony Vidler Personal reputation is more important than ever before, and not just because more people are googling you before deciding to meet with you. One of the other main reasons your professional reputation matters so much is because it is increasingly a driver of professional referrals. Professional referrals are those where […]
by Tony Vidler Clients often want advisers to deal with just one element of financial planning…their current “burning issue” that triggered the need for advice to begin with. Getting them to engage in full advice can be tough and they need to understand what you CAN do for them, and where your knowledge and skills […]
Compliance: Here are the only 3 things that matter
by Tony Vidler Whenever the topic of the “advice process”, or compliance, comes up most advisers imagine themselves as the plane in this picture: Compiance is largely considered a burden – albeit a necessary one. As is usually the way of these things a substantial body of documentation has blossomed over the years which […]