Tony Vidler Archives - Page 31 of 42

The 1 Thing You Need To Actually Make Your Strategy Work For You

by Tony Vidler For most professional services firms today the strategic challenge of the moment is determining what the right strategy is that will work for the firm rather than making it work. But when you do settle on your strategy you then have to make it work – and that is a separate challenge. […]

Building A Business: Lessons from Championship Teams

by Tony Vidler Building a great advice business means building systems and capacity and people which leave as little as possible to chance. It is about building a dependable service and advice delivery system that continually generates sufficient revenue and happy customers, right? Consistent results from consistent performance equals a great advice business. […]

professional development for financial advisors

The problem with Professional Development programs

by Tony Vidler Most training 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 order […]

The Financial Advice Profession: Are we there yet?

by Tony Vidler The incessant debate about whether financial advice can be called a profession or whether it is an “industry” keeps rolling along and mostly the debate is within the industry. Those who are not financial advisers don’t debate it because the answer is fairly clear to them I am guessing….after all; if it […]

Automating social media for financial advisors

Does Automation Make You Robotic?

by Tony Vidler Automation of repetitive tasks and functions makes perfectly good business sense, and we generally accept that it is a wise move in financial services to automate as much as possible when it comes to “processes”. The arguments for doing so largely revolve around efficiency, reliability, and risk management. That is, […]

How do you prepare clients to recommend you?

by Tony Vidler Having clients recommend you remains the best marketing tactic there is, bar none. Despite plenty of research is telling us that our future clients are making buying decisions differently today, than say 5 years ago and despite the impact of online content and search many consumers still ask their friends and […]

In Process there is 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. But Process IS Profit. “Process” has become associated simply with compliance in delivering financial advice, but process is way more than that. Processes become the IP […]

Prospecting Tip: Don’t go fishing in the forest

by Tony Vidler If you are looking for a prospecting tip think about this: 1. Relatively few financial advisers are really pro-active marketers, let alone masters of it. 2. The majority of affluent investors hang around with other affluent folk. 3. The Holy Grail for many financial advice professionals is to attract affluent clients and […]

5 Lessons From The Post Mortem of a Marketing Campaign Disaster.

by Tony Vidler You should always do a post mortem on marketing campaigns. There are always lessons to learn and apply to improve future marketing campaigns. Sometimes the ones with the greatest lessons are the ones that were a complete flop. This the post mortem from one I observed – and did NOT approve of […]

How to convert 70% of your opportunities instead of 30%

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

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