vidler Archives - Page 20 of 37

The Easiest FREE Way To Get Found By Prospects

by Tony Vidler If you want to get found – and chosen – by prospects you really need to nail that LinkedIn profile! It is the easiest – and cheapest – way to get a good online presence if a prospect does decide to check you out (and most do I’d guess). Surprisingly […]

Professional Credibility & the “Trust Me…I am experienced” line

by Tony Vidler “Trust me…I’m an experienced professional…” How many times do we hear a professional claiming that a client should trust them and deal with them because they have X number of years experience? Does this “years of experience” thing really translate into professional credibility? Increasingly cynical consumers ask themselves “do you […]

Full Transparency? It pays to keep some secrets from clients

by Tony Vidler In this age of full transparency for professional services there is a tendency for advisers to tell clients everything…but there are just some things you shouldn’t tell them in advance. If you want to give yourself a reasonable chance of creating clients who are a little surprised and delighted with […]

Why settle for average Adviser performance when you could be outstanding?

by Tony Vidler Advisers frequently settle for being average, and it is definitely not because they want to be average but because they don’t really know what it takes to elevate their performance exponentially. Average adviser performance can be turned into outstanding adviser performance by making the changes that make the difference. The […]

How to work out who to keep on your team

by Tony Vidler One of the toughest areas of practice management is building your team and keeping the team “right for you”. So it is best to begin with an unpalatable truth: It is inevitable that at some point you will get team selections wrong. You will get hiring decisions wrong….and sometimes firing decisions […]

How to influence clients with “Social Proof”

by Tony Vidler One of the primary functions of the professional adviser is to influence clients to make change. Or sometimes, influence them not to change things. Our role is to manage client behaviour to help generate the desired outcomes that clients want. We must get them to act, or not act, in order […]

Are sales letters useful?

by Tony Vidler A traditional marketing practice for financial advisers has been sending “pre-approach” sales letters to prospective clients. It seems that very few still do it, and yet I wonder if they are worthwhile in todays world? There is no doubt that most prospective customers are not exactly waiting around hoping a piece […]

You know it is time to review the marketing plan when…

by Tony Vidler Any time of the year is the “right” time to review your marketing plan, but there are definitely times – or signs – that it should be done even if you weren’t really planning to review it this particular time. The “right time” to review your marketing plan is when […]

Coaches Get Higher Fees Than Advisers. Do That Then.

by Tony Vidler As more financial advisers move into fee-based work the common question seems to revolve around what fee level is right for them and their clients. High fees are not great, but higher fees are needed to run the advisory firm. So obviously the first thing is working out what fee […]

Are You AND Your People Clear About What YOU Want?

by Tony Vidler Pretty much everyone running a business hates having to come up with job descriptions for their staff. Your people hate them too usually. A statement which may have been correct at a moment in time to describe a role, and the role is subject to constant change…they are pretty much a […]

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