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Actually Using The Pareto Principle To Improve Service And Profit
by Tony Vidler        Everyone has heard of Pareto’s Principle by now, but are you actually using it to improve  profit…or improve service….or is it actually “improve service to improve profit using Pareto”?   It is the latter. Undoubtedly.   Improving service leads to greater retention, or longer duration of client engagement & revenue.  Improving […]
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What matters most on your website?
by Tony Vidler        What matters on your website the most is the stuff that we think about the least, and that is the very basic of basic stuff.  While we think about logo’s, layouts, CTA’s and how to generate enquiries we forget how consumers are using the websites, or rather, what they are using […]
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That Tech Competitor Threat Is Really An Opportunity For Some Advisers
by Tony Vidler        The robo-advice “threat” is an opportunity for entrepreneurial advisers…as is every other direct-to-consumer offering driven by fintechs. The more I think about it the more certain I am that some advisory firms will prosper from it…but I am just as sure that many will “fail” due to the competition.  By “fail” […]
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Could you be a Thought Leader Adviser?
by Tony Vidler         A big phrase of recent times for anyone in professional services is “Thought Leadership”. Everywhere you turn someone is writing or saying “be a thought leader”…and nearly every audience asks “what is a Thought Leader, and how do you get there?”   To put it in its most simple terms, it […]
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Keep It Simple: Give Prospects What They Want When They Google An Adviser
by Tony Vidler        An adviser client asked me recently what to put on his website as he was re-designing it and he had lots of great ideas of course, but I started my answer with “how are they going to find the site?”   Google.   That was the answer…Google because basically everyone uses […]
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An easy way to work out how to express your value
by Tony Vidler        If you are struggling to express your value proposition for your target market there is a way to figure it out that doesn’t require you agonising over how to come up with a clever marketing message. “Your value” could be expressed as what benefits you can deliver for them.   To […]
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How to make yourself scarce…and more valuable!
by Tony Vidler        A well established economic AND behavioural principle is that people generally will have higher demand for that which is relatively scarce.  Less of something makes it more valuable, right?  It is a pretty sound principle that consumers tend to have a higher want for what is perceived to be harder to get […]
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Demonstrate Value And Prospects Will Choose You
by Tony Vidler        Smart advisers today make sure they are demonstrating their value to prospects.   Having a prospect who is interested enough to hear what you have to offer has always been a necessary step on the path to getting a client, and it obviously remains so today. However, who the prospect decides […]
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Do you want to be seen as independent? Then don’t make this BIG mistake…
by Tony Vidler        There is one really big mistake that many advisers who wish to be seen as fully independent make repeatedly.  By “independent”, I am not referring to a regulators interpretation of the word, but being an independent business which is not overtly aligned to one or product manufacturers.   Running an independent business, […]
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If you need more clients then you probably need different skills
by Tony Vidler        Financial advisers who need more clients need to be better marketers than salespeople in todays environment.  For most that means they probably need new, or more, skills.  Not more technical skills; more commercial skills.   While financial advisers have been figuring out how to get ever-more-compliant and deliver yet-more-paper over the […]
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