value of advice Archives - Page 5 of 11

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 […]

Describe Your Advice Services In Practical Terms To Get More Buy-In

by Tony Vidler Advice should, almost by definition, be “practical”. Your advice services should be practical in that can be applied in the real world to achieve real differences, and any advice in any of your areas of expertise should be a clear course of action that a client can use to achieve a […]

Best Practice Advice Means Meeting Client Expectations Too, doesn’t it?

by Tony Vidler What constitutes “Best Practice” advice process is a constant work in progress, but it does not develop as rapidly as either technology or client expectations do. In fact, there is a distinct probability that the gap between what professionals call best practice advice and what clients expectations of best practices are continue […]

Be like the Private Banker in order to become invaluable

by Tony Vidler To become invaluable, emulate “the Private Bankers” when it comes to combatting the multiple pressure points of rising consumer expectations, technology-driven and cost-focussed solutions, and the trend for “self management” in all things by clients. We are told repeatedly that it is not that far away from AI being able to emulate […]

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