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Compliant Advice: Here are the only 3 things that matter
by Tony Vidler         Whenever the topic of compliance, or the “advice process”, comes up most advisers see themselves like this: Everyone is throwing everything at you with the sole intention of destroying you, right? As a consequence, compliance is largely considered a burden.  As is usually the way of these things a substantial body […]
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Building Your Reputation: Talk About The Elephants In The Room
by Tony Vidler        When Accountants struggle to be highly trusted then financial advisers are going to have a real battle doing so.  If the Accountants only get rated as “Highly trusted”  in professional ethics and honesty by less than half the population then what chance that an Insurance Broker will rank higher in the […]
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How to do client video testimonials the right way!
by Tony Vidler        Testimonials are good for business – but we all know that, right? 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 […]
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10 Steps to an EFFECTIVE Marketing Plan
by Tony Vidler         There are 10 big steps to developing an effective marketing plan.  “Effective” in this context means a marketing plan which will get you enough of the right sort of customers for the resources you have available.  Getting results with the limited time and money you have in other words. The 10 […]
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How The Greatest Advisers Become Great
by Tony Vidler        The greatest advisers tend to be doing similar things to the other great advisers usually, and very few of them seem to be doing something that nobody else could do either.  They just execute better. The financial advisers who consistently achieve sustained expltraordinary growth and performance are typically superb on at […]
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differentiating
Differentiate By Building A Strong Promise
by Tony Vidler        There are notable differences between high growth professional firms and others when it comes to differentiating themselves.  How they choose to express their value and stand out is quite different to the mainstream.   Undoubtedly the average or low growth firms inability to express what their difference is in relation to […]
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I sell…You sell…We ALL sell. Or should do…
by Tony Vidler        I am a professional.  I am a salesman. These two things are not contradictory.  We all sell stuff.  It seems like I’m selling my time these days…sometimes a product….sometimes it is just selling concepts and possibilities.  Mostly it is selling behavioural change & fixing other peoples’ problems though. But I sell.  […]
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When clients say “too expensive” there is a value gap
by Tony Vidler        If there is one objection which continually gets professionals in a tangle it is the client who says “it’s too expensive”.  When a client says “too expensive” YOU you haven’t done your job…there is a gap between the value being delivered and value being perceived by the client.  A value gap […]
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creating a USP for financial advisors
Identifying your uniqueness as an Adviser
by Tony Vidler        Your fingerprint is a unique identifier.  Nobody else has the same one as you.  Your uniqueness extends beyond having a separately identifiable set of finger prints though.   Yet so many professionals struggle to identify their uniqueness and present that to the market.   To create truly effective personal marketing in […]
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5 Points Of Competitive Difference In Choosing Product Suppliers
by Tony Vidler        Often it seems there is little difference between product suppliers in financial services, with one fund manager looking similar to other fund managers, and one life insurer offering essentially the same products as other life insurers…how do you decide which product supplier is right to work more closely with? When it […]
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