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Presenting Professional Collaboration to Clients Simply
by Tony Vidler        Consumers increasing need solutions which require collaboration between professionals, and while plenty of suggestions can be found about how to collaborate with others from other professions, there is not quite so much suggestion about how to collaborate successfully with professionals from within the same sector.   Consumers usually want fairly straightforward […]
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visuals-sell
Use Visuals To “Pre-Sell” Bad News
by Tony Vidler        Disclaimers and fine print don’t ever really help in selling, and visuals or graphics nearly always do.   Nowhere is this more true than when you want to manage client expectations and “pre-sell” what is likely to happen in the future so that everyone avoids nasty surprises…or…so that everyone recognises opportunities! […]
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visual-aids-in-advice
Use Visuals To Create Better Engagement With Advice
by Tony Vidler        Advisers try to create simplicity from complexity, and the most effective way of doing that is to use visuals. It creates quicker understanding and better engagement simply because most people find it easier to comprehend new or difficult information when it is presented visually.   We all know from personal experience […]
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financial planning process for prospects
Show Prospects The Planning Process, And Get CLIENTS
by Tony Vidler        The Challenge: Getting prospects to buy into the financial advice planning process.   The Solution: Show them HOW the process works.   The keywords there are “show” and “how“….and it is because so many advisers do not focus on these 2 words in the earliest stages of engagement that they struggle […]
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No know-how for making great visuals? No worries…
by Tony Vidler        Apparently the brain processes visual information 60,000 times faster than text.   Well…I don’t know if the “60,000” is actually a fact because I found it on the internet, so it must be true.  I am sure too though that even back in the days of the cave man it was […]
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The Power of Visual Aids
by Tony Vidler As advisers, we talk a lot. And the language of our profession has its own vocabulary that not everybody else understands.  And we have to provide a lot of stuff in writing in order to be compliant.  That doesn’t always help consumers understanding. In addition to that, not everybody out there learns the same […]
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