value of advice Archives - Page 5 of 11

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 […]

Why your FREE service is a barrier to getting the right business

by Tony Vidler Most professionals at some point offer complimentary initial meetings or consultations with clients as a “free service”. It simply isn’t true, and that in itself prevents the right sort of clients coming your way. The fundamental reason why this just doesn’t cut it with consumers is because they don’t believe […]

Easy business in the low-hanging fruit

by Tony Vidler Everyone wants easy business yet we so often make it harder than it has to be. Get the low-hanging fruit first. Twice as easy to get, and just as sweet. Nothing is wrong with it – and it’s smart business. It’s not always simple to recognise where the easy business […]

Powerful marketing uses this word…

by Tony Vidler Powerful marketing uses powerful words, and there is no word more powerful in marketing professional advice than this one. 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 […]

Be Valuable By Simply Making Clients Lives Easier

by Tony Vidler There are many ways to be valuable to clients, and a frequently overlooked aspect of value is simply maing clients lives easier for them. A massive opportunity exists for advisers to remove complexity from their clients lives, and in turn, be valued for the advice and convenience they deliver to […]

Some customers you don’t want

by Tony Vidler Some customers you just don’t want, because not all customers are good customers for us. Even some of those who look like they commercially viable customers we just don’t want. There are some who can use our help..want our help…but that doesn’t mean they are good clients for us. Most […]

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, because it positions you as a professional, and as an “adviser” rather than a product centric financial services person. The concept is brilliantly simple, and firmly centred upon providing sound professional advice. You provide […]

Valuing the TIME you save for clients

by Tony Vidler Valuing time is something we all do…or know we should do. And one of the most valuable things that financial advisers do for clients is to save the clients own time. How powerful would it be to quantify that in dollar terms for a client? Everyone knows the maxim […]

Why should they choose you?

by Tony Vidler If you want ideal prospects to choose you over any number of other highly qualified professional advisers then you must have the ability to succinctly articulate what makes working with you special. Why should they choose you? This is often referred to as having a “Unique Selling Proposition”, or USP. While the […]

The Art Of Giving Suitable Advice Which Is Defensible

by Tony Vidler The most challenging area in forming a professional opinion is ensuring that it is “suitable advice”, as what is suitable is subjective – until the time comes somewhere in the future to see if the advice actually worked. Despite the issue of nobody actually knowing whether advice really was suitable much […]

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