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If it’s too expensive then 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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The Pathway To Professional Greatness
by Tony Vidler        There is a “pathway to greatness as an adviser”…and it’s an evolutionary journey, but one where the adviser largely controls how long it takes to evolve.   The professionals who consistently achieve exponential growth and performance results are superb on at least one of the following: know their clients personal lives incredibly […]
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What Price Is My Practice?
by Tony Vidler        Given some of the trends beginning to take shape in financial services there must be serious questions about how to accurately value an advisory firm.   The short answer to what is an accurate value will of course always be “whatever a buyer is willing to pay, and which you are willing […]
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The Top Challenge In Shifting From Product Sales To Advice Delivery
by Tony Vidler        I was asked a simple, but loaded, question: What is the biggest future issue for financial advisers specialising in business insurance?   I qualified my answer by saying that the biggest issue is the same one that faces all financial advisers regardless of their area of specialisation.   The biggest issue […]
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Value is not Black and White, it is Shades of Grey
by Tony Vidler        At the most basic level “Value” can easily be defined: Value is Benefits less Costs.   That simple definition doesn’t highlight the enormous range of definitions for “Benefits” though, which is why trying to understand what value is results in everyone seeing a different shade of grey.   The range of […]
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How to engage clients in a review of financial advice
Your Philosophy MIGHT Be Your Real Point of Difference
by Tony Vidler        Advisers often struggle to articulate their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning.   So most advisers think carefully about such things and build up a philosophy based upon their formal learning and real world experience that shapes their advice […]
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The most powerful word in marketing!
by Tony Vidler        What is the most powerful word in marketing?   It is “Guarantee“   How can we tap into the power of providing a guarantee in professional services, especially in these increasingly litigious and compliance-focussed times?   We can use it by understanding the fears of prospective customers and then addressing them […]
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Being valued as a financial advisor
Become more valuable to clients by making it easier
by Tony Vidler        One of the key concepts that advisers must grasp is the need to be valued for the advice and coaching they provide, rather than their value being linked to a product solution.   A massive opportunity exists for advisers to remove complexity from their clients lives, and in turn, be valued […]
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second opinion service from financial advisors
Marketing your Professional Opinion
by Tony Vidler        One of the best marketing ideas I have come across is the “Second Opinion” service.   The concept is brilliantly simple, and firmly centred upon providing sound professional advice.   You provide a service to the colleagues of your clients which is a professional second opinion on the suitability of the […]
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clients-you-don't-want
Some customers you probably don’t want
by Tony Vidler        Fact: some customers you just don’t want.  Most of us would agree that we should contribute to the greater good of society, and engage in pro bono work to help some of those who can’t afford us, but we are are running commercial enterprises.   Not all customers are good customers […]
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