Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 0, Twitter: 13971, LinkedIn: 689
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 […]
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 […]
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 […]
by Tony Vidler Sometimes when professional advisers are struggling to engage meaningfully with prospective clients, or struggling to get them to engage at all, the solution is to go back to the very basics and question whether YOU are delivering value in their minds. In the continual battle to be relevant and valuable […]
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 […]
by Tony Vidler It may seem an obvious question to many however understanding who the most valuable clients are to a firm is not actually universally known it seems. There is often an innate understanding of who they are however it is often not underpinned by any analysis. Even when there is, and […]
by Tony Vidler A well crafted and well articulated Value Proposition is the key component in any good marketing strategy. Even though it is the most important part of the entire marketing message, it is not the first thing however… To craft a great marketing message for your business there are three essentials […]
by Tony Vidler I once listened to a good friend, who is also a client and a good centre of influence and an advocate, explain what I do to someone else. It provided a shining example of why some prospects see us the way they do. When my client & friend tried to […]
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 […]
No Value Proposition? Then how will prospects decide who to choose?
how to avoid being a commodity as a professional adviser and being chosen on price or convenience comes down to having a strong value proposition. Building a great brand involves more than just a value proposition, but this alone can eliminate those who choose just on price...