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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 […]
Clients need to be reasonable and meet expectations too
by Tony Vidler It is not unreasonable to have reasonable expectations, is it? Whenever we enter into an agreement with somebody else to work together on anything it is fair to say that we both have expectations about how the arrangement is going to work. That applies whether the arrangement is moving into a […]
by Tony Vidler Pretty much every time I get into a discussion with professionals about building up their business they begin by thinking that the answer is “get more prospects“. There is no doubt that getting more prospective customers helps build a business of course, but what builds a business faster and less stressfully […]
How to do client video testimonials the right way!
by Tony Vidler Testimonials are good for business – but we all know that. Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far more […]
by Tony Vidler One of the primary functions of the professional adviser is to influence people to make change. Or sometimes, influence them not to change things. Our role is to manage client behaviour to help generate the desired outcomes that clients want. We must get them to act, or not act, in order to […]
by Tony Vidler Why is it that everyone tells jokes about lawyers and begrudges their work, yet lawyers tend to do pretty well in business? How is it that lawyers who tend to be pretty awful at marketing their services get so much business? Why is it that so many financial advisers […]
Blending Old Ways With Modern Comms To Get Attention
by Tony Vidler Blending the old and the new can be a great way to stand out in the digital world, and there are few better examples than this one from an older adviser who was happy for me to share it. He generates excellent engagement and responses…and it is so simple! Remember […]
by Tony Vidler The typical financial planning report or statement of advice produced for clients is ineffective. Being effective means getting the key points across as quickly and as simply as possible, so that the reader understands them, and is then able to make decisions relatively quickly and easily. It will engage, motivate and […]
by Tony Vidler As more professionals start to tap into the power and reach of social media a common question is “how do I get more people following me?” There are a lot of ways to create an audience of course, but there is one method which doesn’t get spoken of very […]
by Tony Vidler 3 is the magic presentation number. It is a well established principle that people absorb information best when it is presented in 3 points…and while listing your best 3 features or benefits is more effective than listing your top 10 to most consumers, applying a bit of structure to the […]