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How To Get Buy-In From Clients To Full Advice
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 […]
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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 […]
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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 […]
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10 Ways To Build Trust With Prospective Clients
by Tony Vidler        Trust is built over time.  It is earned.  It is not given automatically to most professionals by most prospective clients at the outset. That’s a reality.   The very best we can hope for when someone doesn’t really know us yet is to be trusted enough to be given a chance to prove […]
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Why Lawyers sell more than Financial Planners
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 […]
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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 […]
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How to create a MORE effective client report
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 […]
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3 Is The Key To Effective Presentations
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 […]
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Presenting Professional Collaboration to Clients Simply
by Tony Vidler        Consumers increasing need solutions which require collaboration between professionals, and while plenty of suggestions can be found about how to collaborate with others from other professions, there is not quite so much suggestion about how to collaborate successfully with professionals from within the same sector.   Consumers usually want fairly straightforward […]
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Why Professionals struggle to get referrals consistently
by Tony Vidler        Getting referrals consistently is how many great advice businesses achieve systematic growth.  “Consistently” is the key word that should be linked to “growth” here…and some research a little while ago in Australia highlighted why so many firms struggle with this.   It is because they are not systematic in their approach […]
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