Tony Vidler

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Big Ticks: The Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional 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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5 Simple Steps To Audit Yourself
by Tony Vidler        How can an adviser be confident their advice is good before trouble starts?  In other words, how do you audit yourself?   There are 5 key things that the adviser must do – and be able to evidence afterwards – to show that they have worked for the benefit of the client, […]
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What is the missing ingredient in your marketing campaign?
by Tony Vidler        There are some great and clever marketing campaigns put together by professional services firms and their marketing advisers, and they often get “good” results.  Typically one thing stops them from getting great results:   The follow through.   Just like a great golf swing, what happens in the first half is only…well…”half […]
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creating content your customers want
Creating content that customers want
by Tony Vidler        Creating content that customers want is not as hard as advisers think it is.  It is continually suggested by financial advisers that it is difficult to create articles and tips which their customers will enjoy and value and which support the rest of  their marketing and customer service strategies.   Financial Advisers […]
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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional 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.
LinkedIN for Financial Advisers
The Top 10 Tips for Advisers to get some LinkedIn value
by Tony Vidler        Advisers use of LinkedIn generally leaves a lot to be desired and too many treat it as a static display of their CV.  It is a networking platform upon which too few actually do any networking.  To get good value from it follow the basics of networking that you already know…engage in […]
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Generalist V Specialist: Is it harder to be a sprinter or a decathlete?
by Tony Vidler        Generalist or specialist?  This is an ongoing dilemma for many financial advisers and there is a widely held belief that becoming the specialist is harder to do.   But is it really?   Let’s look outside the world of professional services and into the highly competitive, no-room-for-mistakes, world of the Olympic athlete […]
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The challenge of the DIY consumers for Financial Advisers
by Tony Vidler        Some telling research was done by Dr Claire Matthews of Massey University that highlighted the DIY (Do It Yourself) consumers mindset, and the challenges which that poses for financial advisers. The research was specifically on “KiwiSaver and Retirement Savings”, and explored some of the issues and attitudes of Kiwi’s. While the research […]
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3 simple steps to automate your Linkedin Thank You message
by Tony Vidler        Getting engagement with new connections on LinkedIn is as simple as sending a thank you message…and even smarter: automate as much of it as you can.   Whenever you have a recurring problem you need a process… Processes, systems, automation…these are the solutions to minimising waste, and recurring issues requiring manual workarounds. […]
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Marketing places where Advisers just HAVE to be
by Tony Vidler        Even if Financial Advisers don’t feel the need to do marketing I would suggest that there are still some marketing places to be for advisers who feel they have enough clients.   Even when prospecting for new clients is not a particular issue, professional credibility is.  Suppliers, potential referrers, Centres Of Influence…they […]
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