value

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 326 other followers

sidebar_tony
Facebook: 2831, Twitter: 13061, LinkedIn: 689
Prospecting Idea: Reconnect to Create New Opportunities
by Tony Vidler        A simple prospecting idea which usually pays off is simply re-connecting with those who you have spent time with, but did not do any business with.  I am talking about “prospects” from 6 months ago…or 12 months ago. There are always people we are seeing who are potentially great customers, but for […]
Read more.
The Gordian Knot of Getting Referrals
by Tony Vidler        Getting referrals consistently is hard for most…but oddly enough it is also easy for many.  Or is it? Lots of advisers say they get all their new business from referral, but when you dig into things it seems that actually they don’t get a lot of referrals. The ones they get […]
Read more.
Why Your Advisory Practice Needs 2 Marketing Targets
by Tony Vidler        When considering advisory practice marketing the primary focus from most advisers is “How much should I spend to get a new client onboard?” It is a single marketing focus; just one marketing target.  You need one more. While the answer will vary for everyone of course as to how much one new […]
Read more.
Sell holes, not drills, to get more customers
by Tony Vidler         When people go to the hardware store and buy a fantastic electric drill they are not usually terribly interested in the drill itself. They want a hole. This is an elementary truth about consumers buying behaviour  They buy products for what the products can do for them, not because they just […]
Read more.
Demonstrating Value To Make Prospects Choose You
by Tony Vidler        Successful advisers today make sure they are demonstrating value to prospects...before the prospects have agreed to engage and become clients. 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 […]
Read more.
Crisis Communications: Sending Virtual Hugs
by Tony Vidler        ok…maybe it isn’t appropriate for professionals to actually send virtual hug memes.  But then, maybe it is.  It all depends on the relationship you have with the client doesn’t it?  For some it might indeed be right….but that isn’t really the point of this article. It is the concept of “sending virtual […]
Read more.
You Need A “Tight 5” For Ongoing New Business Success
by Tony Vidler        You want new business and new clients, right? When it comes to building an audience of influencers, advocates, raving fans and interested spectators who will all send business your way, it all begins with having your own Tight 5.  If you follow rugby you probably know where I am heading straight away, […]
Read more.
If you want people buying your advice, then dumb it down!
by Tony Vidler        When it comes to getting people buying your advice one of the best tips I can give is “dumb it down- but don’t treat them like dummies“. There is a big difference between “dumbing it down” and treating people as if they are dumb.  The first is about simplifying the message in […]
Read more.
Here is how to explain, and show, your value to a client in 30 seconds
by Tony Vidler        I am a massive fan of using simple diagrams to explain technical ideas, but they are also a fabulous way of articulating concepts that people struggle to grasp. One of my favourites is a very simple picture that anyone can scribble on a scrap of paper in 30 seconds, which is […]
Read more.
Paying COI’s: Should You Be Sharing Fees Or Commissions?
by Tony Vidler        Is it appropriate to be paying COI’s a share of your success from their introductions or referrals? Should you share fees or commissions in other words. Personally, I think not.  However, it is just a little more complicated than a simple “yes” or “no” because there are perhaps conflicting views.  So […]
Read more.