tools

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 305 other followers

sidebar_tony
Facebook: 7618628, Twitter: 14062, LinkedIn: 689
How To Get Buy-In From Clients To Full Advice
by Tony Vidler        Clients often want advisers to deal with just one element of financial planning…their current “burning issue” that triggered the need for advice to begin with.  Getting them to engage in full advice can be tough and they need to understand what you CAN do for them, and where your knowledge and skills […]
Read more.
One incredibly powerful (and under-utilised) Adviser marketing tool
by Tony Vidler        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 your expertise is the Case Study.  It is one of the more powerful marketing tools for professionals services, and appears to be largely ignored by professionals.   […]
Read more.
How do you know your financial advice is suitable?
by Tony Vidler        Knowing that your financial advice is suitable for a client is something that every professional adviser is willing to attest to, but proving it when challenged can be incredibly dificult. Advisers are increasingly being challenged and therefore seeking assurance that their practices are robust and will withstand such scrutiny.  Whether that scrutiny […]
Read more.
Use Video To Improve Your Client Experience & Service
by Tony Vidler        The majority of professional service firms do not appear to have really taken advantage of the consumer appetite for video as yet, and it seems they have not done so because it is in the “too hard” basket.   Or perhaps because there is a perception that to use video as […]
Read more.
Compliance: Here are the only 3 things that matter
by Tony Vidler         Whenever the topic of the “advice process”, or compliance, comes up most advisers imagine themselves as the plane in this picture: Compiance is largely considered a burden – albeit a necessary one.  As is usually the way of these things a substantial body of documentation has blossomed over the years which […]
Read more.
Clients need to be reasonable and meet expectations too
by Tony Vidler        It is not unreasonable to have reasonable expectations, is it? Whenever we enter into an agreement with somebody else to work together on anything it is fair to say that we both have expectations about how the arrangement is going to work. That applies whether the arrangement is moving into a […]
Read more.
Why Good Content Matters (and what it looks like)
by Tony Vidler        Pretty much every time I get into a discussion with professionals about building up their business they begin by thinking that the answer is “get more prospects“.  There is no doubt that getting more prospective customers helps build a business of course, but what builds a business faster and less stressfully […]
Read more.
Deal or No Deal? Advice is really that simple at the beginning.
by Tony Vidler        One of the greatest challenges for professionals working with complex ideas and products is to keep conversations and explanations as simple as possible, without being patronising to the client or skipping the detail that compliance demands.  After all, it takes great skill and careful through to be able to simplify complex […]
Read more.
How to do client video testimonials the right way!
by Tony Vidler        Testimonials are good for business – but we all know that. Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far more […]
Read more.
Why Lawyers sell more than Financial Planners
by Tony Vidler        Why is it that everyone tells jokes about lawyers and begrudges their work, yet lawyers tend to do pretty well in business?   How is it that lawyers who tend to be pretty awful at marketing their services get so much business?   Why is it that so many financial advisers […]
Read more.