Tony Vidler Archives - Page 28 of 42

How can we get the Value Of Advice message out more effectively?

by Tony Vidler We need to get the “Value Of Advice” message out more effectively as it just doesn’t appear to be resonating with enough of the consumers, particularly in challenging times. There has been an increasing emphasis upon understanding the value of advice in the last decade and most research concludes that advice […]

The 10 Things To Get Right For COI’s To Start (and Keep) Referring

by Tony Vidler A great Centre-of-Influence keeps referring…they are not really a COI unless they keep referring. That relatively reliable constant stream of introduction to target market prospects can build an advisory business better than any other form of marketing – especially if you have a few of them. So identifying a potentially great […]

What Financial Advisers Are Not Good At

by Tony Vidler There is something that financial advisers are proving to be not good at doing: That is “Being There”. In this country Statistics NZ compile data from the census every few years and there is a standout statistic that should have financial advisers getting much busier: 7 out of 10 adult consumers […]

You are probably closer to being “An Authority” than you realise.

by Tony Vidler IF you have bought into the key concept of providing good quality content, or information, to prospects in order to engage them until they are ready to use your services, the inevitable question becomes: “what do I provide in the way of content?” It seems a fair question too. Very […]

Are you making the most of your email marketing opportunities?

by Tony Vidler Possibly THE most important marketing tool any adviser has is email. It is the critical link between marketing and sales….the thing that connects the leads, or opportunities created by your marketing efforts, into engaged prospects and ultimately clients as it is the primary means of moving to personalised advice or engagement. […]

The Annual Review Meeting: You CAN Be Compliant Without Being Dull

by Tony Vidler The Annual Review process for financial advice clients is often seen as a rather hum-drum thing by the clients (if not advisers themselves), and getting clients to engage in it can be a real challenge. It doesn’t have to be that way of course. With a little imagination it can be […]

Engagement Marketing is not asking “Will you marry me?”

by Tony Vidler Many financial advisers have not yet grasped the fundamental of engagement marketing, and that is don’t race to ask someone if they want to buy something. Seems a simple enough concept doesn’t it? It is akin to asking a brand new dating partner “will you marry me?” when they haven’t yet decided […]

The Top 20 Adviser Marketing Kitbag Essentials

by Tony Vidler It would be fair to say that adviser marketing is not a specialty subject for most advisers…they are usually great technicians and deliverers of financial advice and coaching, and they are usually great at selling and relationship management at an individual level. Not so great at getting the marketing going though…. […]

The trick to maintaining consistent production

by Tony Vidler Maintaining consistent production of new revenue isn’t quite a formula – it’s a process thankfully. The process for continual positive performance is actually relatively straightforward and anybody can understand it and anybody can use it easily, unlike formula’s…. Even in challenging times where there is significant volatility and uncertainty, business continues […]

What to do when team members are under-performing

by Tony Vidler Inevitably there will be a time when one or some of your team are under-performing. Not under-performing to the point where the decision to terminate them is actually quite easy, but under-performing to the point where it is just aggravating because you just feel that they should be doing better. Figuring […]

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