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Innovation in delivering Financial Advice: Does it have to be this way?
by Tony Vidler        “Innovation” and “delivering financial advice” do not usually go together for the majority in the industry. The way advice is delivered by tens of thousands of professionals tends to gravitate to the same methodology.  There is safety hiding in the herd, right?     Then the  type of advice delivered by tens […]
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Ask the expert? Be The Expert That Gets Asked!
by Tony Vidler        It is so easy today to get yourself “in print” and be positioned to be the expert that target market customers ask for advice, and being the expert that gets asked leads to those customers putting in place solutions with you. Setting up chat forums, blogs, ezines and so on are all […]
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Could you be a Thought Leader Adviser?
by Tony Vidler         Business would be easier if people recognised their problems and knew you were the one with the answers, and they just came straight to you to get them solved, right? To achieve that you should be positioning as a thought leader. THE subject matter experts expert. To put it in its […]
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Do you REALLY want to be a Great Adviser?
by Tony Vidler         An adviser told me that they wanted to be “great”…a GREAT adviser.  My immediate thought was would you prefer being considered “great” to having a great business, because you might be able to have both, but then, you might not either.  Then I thought “isn’t it healthier and far more enjoyable to […]
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The simple prospecting system from the worlds greatest ever salesman
by Tony Vidler        According to the Guiness Book Of World Records the greatest salesman in the world was Joe Girard. Joe sold cars…an incredible 13,001 cars sold in his career.  One at a time…working “retail” with high priced items.  And selling the same things, at the same price, as a heck of a lot […]
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How can you value financial advice?
by Tony Vidler        Putting a value upon financial advice is a tough issue for advisers and consumers alike.  There is a pretty basic concept as far as “Value” goes for any consumer purchase though which is not a bad starting point, and it can be put into a formula: “Value = Benefits – Cost“ It […]
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How to make yourself scarce…and more valuable!
by Tony Vidler        Make yourself scarce. It is a well established economic AND behavioural principle is that people generally will have higher demand for that which is more difficult to get.  Less of something makes it more valuable, right?  It is a pretty sound principle that consumers tend to have a higher want for whatever […]
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Prospecting Idea: Reconnect to Create New Opportunities
by Tony Vidler        A simple prospecting idea which usually pays off is simply re-connecting with those who you have spent time with, but did not do any business with.  I am talking about “prospects” from 6 months ago…or 12 months ago. There are always people we are seeing who are potentially great customers, but for […]
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The Gordian Knot of Getting Referrals
by Tony Vidler        Getting referrals consistently is hard for most…but oddly enough it is also easy for many.  Or is it? Lots of advisers say they get all their new business from referral, but when you dig into things it seems that actually they don’t get a lot of referrals. The ones they get […]
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Why Your Advisory Practice Needs 2 Marketing Targets
by Tony Vidler        When considering advisory practice marketing the primary focus from most advisers is “How much should I spend to get a new client onboard?” It is a single marketing focus; just one marketing target.  You need one more. While the answer will vary for everyone of course as to how much one new […]
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