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 321 other followers

sidebar_tony
Facebook: 2831, Twitter: 13061, LinkedIn: 689
Your Reputation IS Your Personal Brand – and that matters most
by Tony Vidler        For most advisers the only brand that truly matters is, or should be, their reputation.  It IS their personal brand.  The corporate brand, or licensees brand, or dealer group or favourite financial insititutions…they are secondary to YOUR brand.  And when it comes to your personal brand, reputation is everything really. A […]
Read more.
The Top Challenge In Shifting From Product Sales To Advice Delivery
by Tony Vidler        Lots of financial advisers are still figuring out how to get paid for advice delivery, not just implementation of product solutions.  Now, the simplistic answer is of course: “easy…just position for it and tell clients that’s how you work now.” That answer really is glib though and doesn’t touch upon the […]
Read more.
How much client contact is too much contact?
by Tony Vidler        Getting the frequency of newsletters or regular client communications right is a real challenge.  How much is too much, and runs the risk of you being a nuisance?  How much is too little, and runs the risk of you being forgotten? The right answer is “it depends”. It depends on your audience, […]
Read more.
How to make sure email marketing is effective
by Tony Vidler        Effective email marketing is a lot tougher now than just 2 or 3 years ago, yet it is still one of the most effective marketing methods available if we get it right. In the old days, say 4 years ago, a good mailing list together with a branded email platform and great […]
Read more.
Target Marketing: The Smart Play For Your Advice Business
by Tony Vidler        Target marketing is usually the difference between those firms who get the right sort of clients, and those who just get customers. Clients follow advice, because they value it. Customers engage in transactions.  They buy products.  They take a bit of advice here and there…as it suits them. Trying to get more […]
Read more.
Top Of Mind Awareness: Being Present Without Being A Nuisance
by Tony Vidler        Promoting our personal professional brand is essentially all about creating top-of-mind-awareness.  Being the person that our target market thinks of, and then calls, when they recognise a need or desire is our goal. We want to be “top of mind”. To achieve that we must master the art of being present, but without […]
Read more.
Give yourself a better chance of having prospects engage you
by Tony Vidler        There is one simple thing that advisers should do to improve the probability that prospects will engage you: Talk about the outcomes you create for clients rather than talking jargon. In engagement letters and scope of service documents, as well as in advertising brochures or online, too many advisers list their expertise […]
Read more.
Helping Consumers Compare Solutions Will Lead Them To You
by Tony Vidler        Todays consumers will compare before deciding who to use or what to buy, so help them do that.  If you help consumers compare solutions well, it will lead them to choose you as their trusted source of advice. The typical buying behaviour for discerning consumers today includes “research & learn” as they […]
Read more.
Do you have to be unique professionally to have a strong USP?
by Tony Vidler         No. YOU do NOT have to be unique professionally to have a strong USP or differentiator.  People mistakenly believe that they have to find their “uniqueness” in order to be able to articulate their value to the market with a unique selling proposition.  But your professional uniqueness doesn’t really matter in […]
Read more.
How are you planning to differentiate and stand out?
by Tony Vidler        You have to differentiate to stand out and attract business…but where do you do that. How do you do that? Well, it begins by thinking strategically about where you want to do it. I remembering reading way back in one of the academic tomes on marketing that there were 5 attributes […]
Read more.