Tony Vidler

Financial Advisors networking with accountants will be successful if you know what the “win” looks like for them. #financialadvisors

Trust in you therefore is the first sale. The second sale that must be made is selling potential clients the process. #financialadvisors

Robo-advice is great for all of us in the advice arena, because financial advisors learn more about consumers appetites for advice

A classic mistake that professionals tend to repeat is assuming that their clients all want the same thing. #financialadvisors #RIAs #IBDs

Financial planners have a problem. The problem is the positioning of financial planners within the wider financial advice industry. #financialadvisors

Every professional should aspire to being an Authority to their chosen audience in my view. #financialadvisors #authority

Most training programmes for financial advisers end up being vaguely disappointing for the participants. #financialadvisors #training

Automation is more often than not just an impersonal method of trying to appear personal. #financialadvisors #marketing

Figure out where and how they connect with the other people in that target market segment. #financialadvisors #prospecting 

Patience plus process produces much higher conversions of the opportunties you work so hard to create. #financialadvisors #success

Most advisers who get into trouble with the regulatory bodies do so because of process failure or for delivering unsuitable advice.

An ongoing dilemma for many financial advisers and there is a widely held belief that becoming the specialist is harder to do.

Prospecting seems to remain the biggest day to day business problem for financial advisers, yet prospecting has never actually been easier.

Giving good advice can be positioned as an option for both the consumer and the financial advisor. #advice #investing #success

Choosing a good financial adviser has always been a bit of a leap of faith for consumers, picking one today is harder than ever. 

If YOU were buying a financial advisory practice what would you look for in order to determine whether it was a good “buy”? #succession

Advisers who are busy getting out there and talking to clients and their communities are finding that more clients want to engage with them.

Building a highly personalised service system which can be be operated like a production line will pay off for your practice. #financialadvisors

The robo-advice “threat” is an opportunity for entrepreneurial advisers…as is every other direct-to-consumer offering driven by fintechs

Which financial adviser is going to be right: the one who charges a fee; the one who is “free”; or; the one charging a commission?

The 3 strategies for successfully getting a better return on your own biggest investment as a financial advice practice owner.

The issue in financial advice is quantifying the “benefits” part of the equation, because “cost” is totally transparent. #value

A genuine danger in practice development is promoting a competent adviser to a role which they are unable to perform well in.

The referral generation techniques and methods you’ve ever been taught won’t work with the majority of consumers today.

Here’s a snapshot of some of the big changes for financial advisors, and how they inter-connect, that have been developing for years.

To find the potential Centre-Of-Influence who can deliver volume and who is likely to be a genuine long term asset for your business.

One lesson each financial advisory practice should take from 2020 already is this: YOUR cashflow and emergency reserves are your lifeblood. 

If you want to push beyond individual greatness and create a legacy in the business then you need to master one of 3 things. #financialadvisors

Often professionals forget how valuable the service bit is in a “professional service” business. #financialadvisors #service #success

Nobody is a prospect until you have qualified them. Until then, they are merely a Suspect. #sales #financialasdvisors #prospecting

There is an opportunity for advisers to do what they do best and build some fantastic professional gravitas along the way. #financialadvisors

The reality is that a professional process of providing advice works whether the client is in the same room as you or not. #financialadvisors

In order to become a more effective adviser these are the skills that are required to deliver influential advice. #financialadvisor

Can bland financial advice be a sustainable and valuable business offering in such a world? #financialadvisor #investing

The best thing that advisers can do when the world has gone crazy is to change how they communicate with clients and their networks. 

A simple prospecting idea which usually pays off is simply re-connecting with those who you have spent time with. #sales #growth

Smart advisers today make sure they are demonstrating their value to prospects. #valueproposition #advice #success #business

Real value lies in figuring out your purpose and valuing it accordingly and then telling your story to the market. #value #advice 

These are the 6 fundamental principles which matter if you want to build a superb professional services firm. #value #compete #advice

Just because you are a professional does NOT mean that you will automatically be trusted. #wealthmanagement #trust #advice

How Advisors Can Get More Eyeballs to Their Call-To-Action

How to Eliminate an Ongoing Problem for Financial Advisors

Fish at Your Feet First

Go the Extra Mile and Clients Will Love You

Let's Be Honest With Our Honesty

New Thinking In Professional Development For Financial Advisers

How Advisors Can Get Better Focus on Their Marketing Message

Your Advisory Needs Its Own Tight 5 for Long Term Success

It's Prime Networking Time!