Tony Vidler Archives - Tony Vidler

professional development for financial advisors

The problem with Professional Development programs

by Tony Vidler Most professional development programmes for financial advisers end up being vaguely disappointing for the participants. Often the feeling is that the training is a bit too academic or theoretical and hard to implement in one’s practice…but the real reason why training fails is because it doesn’t address all the necessary components. In […]

Make your client testimonials REALLY stand out!

by Tony Vidler Yeah, yeah, yeah….Client testimonials are good. We should all collect them. We should all display them on our website and stuff…. …but then line after line of typed text just looks the same as everyone else’s, and they lose impact don’t they? Especially when potential clients know that we aren’t going […]

Adviser Succession: What do buyers of financial practices look for?

by Tony Vidler The irony of adviser succession discussions is how few of the advisers considering the topic seem to consider how to get a better return on what is often their biggest investment – their practice. Sellers simply do not appear to think too deeply about what buyers will value and pay premium […]

Give clients time to think and “Buy In” with this simple technique

by Tony Vidler Wanting client buy in? Then there is a wonderfully simple technique that all professionals should be using every time they make a recommendation…. …of the challenge giving advice in what is usually a difficult area for consumers to comprehend easily or rapidly. Consumers usually need a few seconds longer in processing time […]

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, and […]

Process Creates Profit!

by Tony Vidler That word “process” is just deadly for so many advisers today that too many won’t have bothered reading this far…but process creates profit. “Process” has become associated simply with compliance in delivering financial advice, but process is way more than that. Process is proven successful methodology being repeated. Processes become the […]

How to double the conversion rate on your opportunities

by Tony Vidler Imagine the difference to your business if you were able to double the conversion rate on your opportunities. You spend the same money and effort but get twice as many sales as a result…it would add quite a bit to your bottom line wouldn’t it? The decades old strategy of just crunching […]

Ask the expert? Be The Expert That Gets Asked!

by Tony Vidler It is so easy today to get yourself “in print” and be positioned to be the expert that target market customers ask for advice, and being the expert that gets asked leads to those customers putting in place solutions with you. Setting up chat forums, blogs, ezines and so on are all […]

Could you be a Thought Leader Adviser?

by Tony Vidler Business would be easier if people recognised their problems and knew you were the one with the answers, and they just came straight to you to get them solved, right? To achieve that you should be positioning as a thought leader. THE subject matter experts expert. To put it in its […]

Do you REALLY want to be a Great Adviser?

by Tony Vidler An adviser told me that they wanted to be “great”…a GREAT adviser. My immediate thought was would you prefer being considered “great” to having a great business, because you might be able to have both, but then, you might not either. Then I thought “isn’t it healthier and far more enjoyable to […]

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