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valuing advice
Properly Valuing Financial Advice
by Tony Vidler        When it comes to valuing your advice to clients what is a “fair” rate or price?  $100 per hour seems pretty cheap for any professional – plumbers cost more than that, right? But what about $1,000 per hour? That’s not actually a bad rate if someone can create $5,000 of value […]
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content marketing for financial advisors
Sharing your content: how much leg should you show?
by Tony Vidler        When it comes to content sharing, how much is too much?  Or not enough?  To use the old and incredibly politically incorrect line: “how much leg should a lady show?”    General disclaimer to begin with: I m not inviting allegations of sexism and general trashing of whatever reputation I have […]
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adviser-value-proposition
What is NOT a Value Proposition…and what is.
by Tony Vidler        Value Proposition. It is the value that you propose to deliver to a potential customer.   What it is not is anything other than the value you propose to deliver to them.   Seems simple enough, doesn’t it?   Apparently it isn’t though.   Pretty much every professional you talk to […]
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Where to begin with creating a Value Proposition?
by Tony Vidler        Creating a compelling Value Proposition is difficult, but if it is achieved it becomes central to a professional’s marketing.   The Value Proposition is in effect your promise to your target market: “This is what I will do for you” is what it says in simple terms.   The problem that […]
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the sale you have to make
The first sale you have to make…
by Tony Vidler There is a sale that advisers have to make, before they make a sale.  The first sale that has to be made is YOU.   Advisers often tell me they are struggling to get potential clients to engage.  The increasing compliance and documentation of advice, and the need to establish professional credentials […]
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The Value Of The Financial Planner: Fixing finances, the future, and feelings
by Tony Vidler        Many question the value of the financial planner, and there has been plenty of research in recent years to attempt to quantify that value.  Quantifying value of advice is a recipe for debate, as the actual difference in net worth or security which can be attributed to the work of the […]
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Making the move from Product Rep to a valued Personal Financial Adviser
by Tony Vidler        Being a valued financial adviser is the goal, right?  Well it is difficult to considered yourself “valued” if you don’t place a value upon your own expertise or worth to the client.  It is even more difficult for prospective clients to consider you valuable if you do not place value upon […]
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Here is how to explain, and show, your value to a client in 10 seconds
by Tony Vidler        I am a massive fan of drawing little diagrams to explain technical ideas, but they are also a fabulous way of articulating the more nebulous concepts that people struggle to grasp.   One of my favourites is a very simple picture that anyone can scribble on a cocktail napkin in 10 […]
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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 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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