value of advice

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 315 other followers

sidebar_tony

Other useful resources

Facebook: 2831, Twitter: 13061, LinkedIn: 689
Understand The Buying Journey To Get More Clients
by Tony Vidler         The decision-making process – or buying journey as it has become known – that prospective clients go through today is complex, time-consuming for all parties, and is also often an incredibly  frustrating affair for all parties.  It is less frustrating if we understand what is actually going on and allow the […]
Read more.
sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.  These are the highlights from the week that you should stop and read, as they […]
Read more.
How could you make your “Advice” become tangible?
by Tony Vidler        Sensory sells…having an intangible become tangible absolutely helps people buy.  And when it comes to buying “the tangible”, presentation is everything isn’t it? The most ordinary things become something special when beautifully wrapped and presented.  The wrapping and presentation creates intrigue and interest and heightens the anticipation and pleasure…. Is it possible […]
Read more.
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 […]
Read more.
sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.  These are the highlights from the week that you should stop and read, as they […]
Read more.
Financial Advisers Problem? Not doing the One Thing.
by Tony Vidler        Advisers have a few problems these days.  The biggest financial adviser problem though is getting prospects to engage with us to begin with. Despite a couple of decades of positioning, developing and improving technical knowledge and qualifications, many financial professionals are struggling to get enough clients to engage in holistic planning. We […]
Read more.
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 […]
Read more.
sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.  These are the highlights from the week that you should stop and read, as they […]
Read more.
How can you tell if your practice is winning?
by Tony Vidler        A financial advisory practice may be doing well and making money without knowing whether it is winning or losing compared to the rest of the market.  You can be profitable, but still lagging the level of profitability of the bulk of the market.  Or you could be borderline profitable but well ahead […]
Read more.
sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Financial Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for financial advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.  These are the highlights from the week that you should stop and read, as they […]
Read more.