tools Archives - Tony Vidler

How Great Regular Producers Stay In Top Gear

by Tony Vidler Great regular producers are those who continually deliver good revenue results time after time. Week in, week out, they never miss a beat and just keep pumping the numbers through. They are elite. Elite high performing advisers, like elite athletes, have high performance routines. Their routines are the the answer to “how?” […]

The Right Way To Present Your Advice Recommendation Effectively

by Tony Vidler When it is time to present your advice recommendation, whether that is providing quotes or product solutions or providing a strategy, are you giving the prospect a few choices…like 3 perhaps? Don’t do it. Consumers are onto it, so as a “sales technique” it loses impact…and it was never fabulous technique […]

It’s Prime Networking Time!

by Tony Vidler There are two types of advisers at this time of year: 1. those who begin finding it tough to close out the game 2. those who are already started on a new game. Typically in December & January most clients are trying to close out their own business games….get THEIR jobs […]

Time Management Problem? Try Planning Your "Perfect Week" To Begin With…

by Tony Vidler Why is time management such an issue for professionals when they are good at planning? We can take it as a given that financial advisers and financial planners are good at planning generally. And they are very good at operational planning, which is that stuff that often gets referred to as […]

Want Prospects To Open Up? Learn from the Pro’s who make millions doing it for a living…

by Tony Vidler We need prospects to open up if we are to to do our jobs well and help them as much as possible. That takes a bit more thought and skill than merely flicking between open and closed questions. In today’s world with it’s much greater emphasis upon individual opinion and with our […]

The Case Study is an incredibly powerful (and under-utilised) Adviser marketing tool

by Tony Vidler The case study is without doubt one of the most effective marketing tools a professional can use today as clients demand more and more content which engages them and highlights expertise. It is one of the more powerful marketing tools for professionals services, and appears to be largely ignored by professionals. It […]

Get Better Focus On YOUR Marketing Message

by Tony Vidler Getting attention in an era of message bombardment is tough, but there are techniques that can help you get better focus on YOUR marketing message. There is no doubt that professionals have to work that much harder to make valuable content stand out and get noticed. It is a challenge when we […]

How to balance client time with practice development

by Tony Vidler An ongoing challenge for advice firms is balancing client time with all the practice development work necessary to have a better business. There are after all only so many hours in a day, but then there are deadlines for when new standards and rules have to be met if one is to […]

Give COI’s the experience of what you do

by Tony Vidler One of the most effective things you can do to create confidence and support from prospective COI’s is take them through your client experience. Actually do the job that you do, for the Centre Of Influence. It is incredibly powerful and effective, and the chances are good that you will pick them […]

Sales Technique Is The Key To Opening Minds

by Tony Vidler “Sales Technique”…the very phrase sends shudders down the spines of professionals today it seems. Despite the focus on our increased technical knowledge and the emphasis upon good process, financial advisers do actually have to “sell” – even if they don’t want to face up to that. A large problem for many newer […]

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