Tony Vidler

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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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Get efficient if you want to be most effective!
the real question which should be asked is which comes first? Being effective? or, Being Efficient? because you do need to be both...but one comes before the other...
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Building A Systematic Referrals Business
by Tony Vidler        Building a successful advisory business requires building a systematic referrals process. Key words there are “systematic” and “process”.   In the absence of a strong system referrals will simply be received on an ad hoc basis, drifting in whenever a particular customer is especially motivated to do so, or when an […]
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How To Get Clients Choosing You
by Tony Vidler        You need to get clients choosing you over the other adviser or you’re dead in the water, right?  Often you don’t even know that they were comparing advisers until it is too late and the choice has been made.  That happens to all of us in our careers.  Once that choice […]
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How to Build Your Brand Influence
by Tony Vidler        Every Adviser has a brand, whether they realise it or not.  That brand influences prospects to engage you…or not.  You may as well manage it to get more positive outcomes then, right? We recognise the power and importance of the personal branding in athletes, celebrities and politicians, and yet, all too […]
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Powerful marketing uses this word…
by Tony Vidler        Powerful marketing uses powerful words, and there is no word more powerful in marketing professional advice than this one.  It is: “Guarantee“   How can we tap into the power of providing a guarantee in professional services, especially in these increasingly litigious and compliance-focussed times?   We can use it by […]
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clients-you-don't-want
Some customers you don’t want
by Tony Vidler        Some customers you just don’t want, because not all customers are good customers for us.  Even some of those who look like they commercially viable customers we just don’t want.    There are some who can use our help..want our help…but that doesn’t mean they are good clients for us.  Most […]
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second opinion service from financial advisors
Marketing your Professional Opinion
by Tony Vidler        One of the best marketing ideas I have come across is the “Second Opinion” service, because it positions you as a professional, and as an “adviser” rather than a product centric financial services person.   The concept is brilliantly simple, and firmly centred upon providing sound professional advice.   You provide […]
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whats in it for me
Client Engagement: The WIIFM Question Is Really 3 Questions
by Tony Vidler        WIIFM. What’s In It For Me? No sale is ever made, no client ever signs on, until you’ve clearly addressed the WIIFM question as it is THE dominant question running through every prospects mind.   Most of us know this….and despite knowing it, most people in professional services struggle to address […]
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buying a financial planning business
What you need to know if you buy to grow
by Tony Vidler        As many advice businesses reach maturity it is common to consider whether they should “buy to grow”.  Should they buy another practice, or more commonly, should just buy a book of business from another practice.     The typical reasons suggested for wanting to grow through acquisition are: 1.  Get new […]
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