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 297 other followers

sidebar_tony
Facebook: 7618628, Twitter: 14058, LinkedIn: 689
How to balance client time with practice development
by Tony Vidler        A genuine challenge for advice firms right now is balancing client time as well as do all the work necessary to lift standards and improve business systems.  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 […]
Read more.
Good Content marketing: It isn’t written the way you were taught to write…
by Tony Vidler        Advisers getting into content marketing or just trying to create an audience for their brand are often confused about how best to communicate – or develope a style which balances personality with professionalism. Inevitably they ask “what is the correct way to write?”   The grammar-nazi’s certainly have their views and […]
Read more.
How to work with multiple COI’s from the same sector
by Tony Vidler        You have a couple of professionals from different firms in the same sector who you want to have as Centre’s-Of-Influence (COI’s), and most advisers think that is an impossibility.  It is absolutely possible though…and I’d go so far as to suggest that it is probably a very good thing and everyone will […]
Read more.
Choose your words carefully…they can change the choices that prospects make!
by Tony Vidler        There are decades of good quality research now which help us understand how people are influenced, and what words or language are most likely to influence them.  The words that financial advisers choose to use matter more than ever before if we want people to follow our advice given that professional advice […]
Read more.
How to give COI’s a taste of what you can do
by Tony Vidler        One of the most effective things you can do to create confidence and support from prospective Centre’s Of Influence is take them through your client experience. Actually do the job that you do, for the COI. It is incredibly powerful and effective, and the chances are good that you will pick them […]
Read more.
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 actually have to “sell”.   A large problem for many newer advisers is that nobody is teaching them effective sales technique anymore, […]
Read more.
The most relevant content for clients and prospects? THEIR questions…
by Tony Vidler        The constant puzzle for many looking to be more effective in engaging their clients is finding relevant content, or information to share.  One of the constantly overlooked areas of HIGHLY relevant content is the actual questions that clients ask…   There are several ways of sourcing client questions of course, from the […]
Read more.
Why have a WHY video, and what should it cover?
by Tony Vidler        There sure a variety of opinions on how a “WHY” video should be constructed, and what you should cover in it.  For me, most of the stuff you read and hear about how they should be just doesn’t make sense.  That’s probably because I keep thinking about it from the perspective of […]
Read more.
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.