Tony Vidler Archives - Page 29 of 41

To Be a Recognised Expert You Must Be Willing To Be A Target

by Tony Vidler If you become a recognised expert then business will find its way to you. Prospecting per se ceases to be a problem. Getting to be that recognised expert can be a costless and effective way of marketing yourself as industry, local or national media is constantly looking for opinion-shapers and insight. […]

What to consider when selecting a CRM system

by Tony Vidler One of the thorny issues for financial advisers is finding the right CRM system. What makes it difficult is the struggle to define what is “right”. As with most things in business, one should begin the decision making journey with a clear view of what you are trying to achieve. Begin […]

Don’t know how to make great visuals? No worries…

by Tony Vidler Visual aids sell. Great visuals increase comprehension and speed of information absorption. Apparently the brain processes visual information 60,000 times faster than text. Well…I don’t know if the “60,000” is actually a fact but I found it on the internet, so it must be true. I am sure too that regardless […]

The key to successfully networking with Accountants

by Tony Vidler The key to successful professional networking is as simple as creating a win-win…everyone knows that. Networking with accountants will be successful if you know what the “win” looks like for them. Advisers historically – for all their networking and personal sales and relationship management skills – have not been terribly successful […]

Robo-Advice? It is GREAT For An Adviser Business…

by Tony Vidler Robo-advice is great for all of us in the advice arena, because WE learn more about consumers appetites for advice and product and WE learn more about their behaviour. That helps us deliver better services of higher value. It is one of the major benefits of the intense interest and investment […]

High Net Worth Clients: The 3 Strategic Issues You HAVE To Get To Grips With

by Tony Vidler The nirvana for most professionals is to work only with high net worth clients. The challenge in doing so is that the affluent are inevitably becoming more difficult to get in front of personally. As with the famous line from Jurassic Park – “life will find a way” – so […]

Do you really know what your clients want?

by Tony Vidler Do you really know what your clients want? A classic mistake that professionals tend to repeat is assuming that their clients all want the same thing, which coincidentally is the very thing that the professional specialises in. There are usually 2 things wrong with this assumption: clients are not all […]

You are already using Digital Marketing daily, so why not use it well?

by Tony Vidler From what I observe, around 50% of professionals today still say they do not use digital marketing – and a fair proportion of those who say they don’t also say they don’t ever intend to use it either. However, from what I actually observe when it comes to how many professionals do […]

Use the title prospects would search for, not what the industry calls you.

by Tony Vidler A simple tip to strengthen your ability to get found by your ideal prospects when they are searching online: use the title that THEY would use for someone like you, not the title we might use with our industry peers. It sounds a simple thing, but it is an area that […]

Consumers won’t use Financial Planners until they know what we do…

by Tony Vidler “Only 2% of consumers would go to a financial planner to take out life or other personal insurance” “Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would seek investment advice from a financial planner” Wow. What on earth do consumers think […]

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