Tony Vidler

The trick is to address the emotional state openly and help the client understand the basis of their current level of thinking. #advisors #emotions

In good times growing a practice is difficult enough and one of the methods has become conventional wisdom. #advisors #growth

Most valuable investment for most advisory firms in this environment is to invest in better, or more, service to existing clients and prospects. #advisors

Many advisers hold the view that professional financial advice, as opposed to just delivering financial products, is essential for all consumers. #advisors

Research suggests that the best financial advisers tend to run smaller and more intimate client appreciation events, and do them regularly. #advisors

Engaging with clients and prospects is critical to getting the right business from the right people, and there is a surefire client communication winner.

Why would pro bono clients deserve any lesser standards of ethical behaviour, professional competency or application of skill? #advisors

There is not quite so much suggestion about how to collaborate successfully with professionals from within the same sector. #finance #advisors

In this weeks video we discuss the basics of how an advisory board can be constructed, and the value of getting good advice. #advisors #advice

You have to become someone that your potential clients need to know. Someone they want to know. #advisors #growth

We often fail to appreciate as advisers is the emotional journey the client is going through during the advice process is far more challenging. #advisors

Sometimes the person is the problem. Sometimes, maybe, the client is the problem rather than you. #advisors #clients #problems

In this Quick Tips video we discuss this in more depth, including the type of language which is most effective, and role play an example. #advisors

Most experienced advisers do some coaching in order to get clients to follow good advice, but few grasp the extent of coaching. #advisors

Just because a methodology has become the accepted norm it does not automatically translate into that being the best way of doing things. #advisors

Is it possible to tap into that when it comes to selling intangibles, like a financial plan or a business report? #advisor #growth

Watch what the big banks do, and learn from them.  After all, they are running more profitable businesses than most of us. #banks #advisors

Whenever we talk about target marketing and chasing an ideal client it seems to be assumed that there is just one right client profile. Not true. #advisors

The financial advisers greatest marketing problem: We try to do too much. We make it too complex. #advisors #business #growth

The vast majority of financial advisers who are professional and ethical and go about their work daily improving the lives of their clients.#trust #advisor

I read a report which suggested advisers needed to find 70 or more touch-points with each client each year. Engage with clients 70 x per annum! #advisors

The are 5 levels of competence – or incompetence – that you might use to describe the professional knowledge and skills. #advisor

There must be another reason then for them doing business elsewhere that they could have done with you, right? #advisors #business

Continuing to achieve the outcomes you want is perhaps even more important than simply achieving them at this moment in time. #growth #advisors

There is a fairly significant proportion of the world who just won’t give referrals.  Ever. #advisors #growth

Most of those things they do better are not actually about being a better adviser, they are about being better business owners. #advisors

The question we are really asking up front needs to be simplified into: Deal, or No Deal? #advisors

To be different and stand out in a positive way in a crowded and noisy marketplace, it pays to do things a little differently to your key competitors.

It may seem an obvious question however understanding who the most valuable clients are to a firm is not always as simple as it seems. #growth #advisors

Our labelling of clients is potentially subject to the scrutiny of the clients themselves. #advisors #clients #business

A number of things that professionals can and should do though to create enough trust to be given a chance by prospective clients. #advisors #trust

Too high a proportion of the population is ignorant of what financial advisers know and can do.That is our problem to fix of course. #advisors #knowledge

A heap of things we can do to look better of course, but there are 5 BIG Things that every professional should start with, and they are #advisors #image

A wonderful concept but 100% honesty in all things with our clients would kill the relationships and kill the industry. #advisors #growth

Not only are the very best advisers generally doing more than 1 of these simultaneously, but they usually develop all four strategies sequentially.#advisor

A frequently asked question by professionals using digital marketing is how, and when, do I take the online engagement offline into the real world?

Let’s talk about one of those elephant in the room things: not all clients are equal for a professional service firm. #advisors #clients

To craft a great marketing message for your business there are three essentials and the value proposition is the second of them. #value #advisors

Financial advisers who feel most in control of their businesses have higher productivity and business focus than those who do not feel in control. #advisor

In roughly descending order of priority beginning with the biggest of the problems and working down to the least biggest below. #mistakes

A real life example that drove new business opportunities to both a planning business and a photography business. #business #growth

Word-of-mouth marketing is still where it's at in financial services when it comes to prospecting and converting those prospects into clients #advisors

The typical small business is usually doing one of two things: growing, or going, and either is a fabulous opportunity for advisers. #business #advisors

The Holy Grail for the professional advisory firm though is to tap into all three of these for their clients. #advisors #CX #business

Working out how to exit the business at your preferred time, in your preferred way, and hopefully at your preferred price. #succession #advisor

What do customers want? In the life insurance area of financial services the answer is even tougher to find than usual. #insurance

Just one question should be dominating practitioners minds at this stage of the year: How will this year be better? #growth #advisors

SEO is how they find you.  Social media is how prospects & clients decide whether to listen to you. #markeitng #advisors #success

Advisers struggle with their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning.

To creating more compelling offers  we need to bring the long term into short term focus, and the secret to that is defining short term gain. #advisor