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influencer soft skills
The Essential Soft Skills Needed To Influence
by Tony Vidler        To influence others requires softs skills rather than hard core sales skills and techniques.  The financial adviser is supposed to be an influencer…our role is to influence others to make better decisions than they would otherwise have made. In order to become a more effective adviser the ongoing development of the […]
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Imagine if we REALLY were 100% honest with clients
by Tony Vidler        We are expected to be 100% honest with clients, and total honesty with clients is a wonderful concept but 100% honesty in all things with our clients would kill the relationships and kill the industry. Don’t get me wrong: I believe in full transparency and ensuring consumers get all the information […]
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It Is Okay To Be Profitable
by Tony Vidler        The first rule of business is “be profitable”, and that is a concept which appears to cause industry stakeholders some issues when it comes to judging financial advisory firms.   That pisses me off to be honest.   In any number of countries there is debate driven from government, consumer advocates, […]
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Who is paying who for financial advice?
by Tony Vidler        Who is paying who for financial advice will become the biggest question in consumers minds as the industry stakeholders continually and very publicly debate fees, commissions  and conflicts of interest in financial services.   For many advisers yet to experience it, full transparency on costs and fees is good for business. […]
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financial planning process for prospects
Show Prospects Your Advice Planning Process To Get CLIENTS
by Tony Vidler        The Challenge: Getting prospects to buy into your financial advice planning process.   The Solution: Show them HOW the process works before asking them to commit.   The keywords there are “show” and “how“….and it is because so many advisers do not focus on these 2 words in the earliest stages […]
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