Tony Vidler

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How do you WOW the new client?
by Tony Vidler        What steps do you take to eliminate buyers remorse with a new client?   It happens with virtually all new clients: You do all the hard work of finding, attracting and engaging them, and of course you have superb service for ALL your ongoing clients….BUT…at the outset when the dust has […]
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Professional Positioning Powers Elite Performance
by Tony Vidler        The elite performance achieved by some financial advisers seems to come down to them being better at positioning themselves professionally than average advisers are.   That positioning really pays off too: various surveys suggest that they get up to 2.5 X MORE business from new clients than average advisers.  And to […]
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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as […]
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You can help your clients say YES more often
by Tony Vidler        All advisers want clients to say “yes” more often…in particular “yes” to everything that the Adviser could be doing for them instead of just getting a “yes” to one service.  To achieve that an Adviser needs to continually raise clients awareness of everything that you can do to help them – […]
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Why your FREE service is a barrier to getting the right business
by Tony Vidler        Most professionals at some point offer complimentary initial meetings or consultations with clients as a “free service”.   It simply isn’t true, and that in itself prevents the right sort of clients coming your way. The fundamental reason why this just doesn’t cut it with consumers is because they don’t believe […]
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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as […]
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To Improve Lead Conversion You Need 2 Speeds
by Tony Vidler          Every lead is gold, and ideally every lead would result in conversion to a client.  The conversion rate really is often the difference between getting a good return on your prospecting and marketing efforts, or perhaps getting no return at all.   The short cut to better conversion is often […]
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Business planning a struggle? Perhaps you should plan “life” instead…
by Tony Vidler        When business planning is a bit of a struggle it pays to ask yourself why you went into business for yourself.   You could have had an easy job somewhere, and just made a living….but you would have gone into business for yourself because you saw it as your best chance […]
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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as […]
Read more.
No Value Proposition? You’re a commodity then.
how to avoid being a commodity as a professional adviser and being chosen on price or convenience comes down to having a strong value proposition. Building a great brand involves more than just a value proposition, but this alone can eliminate those who choose just on price...
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