referral – The Financial Adviser Coach

Why didn’t the client call ME?

01/03/2019 by Tony Vidler Leave a Comment

by Tony Vidler “Our clients did business elsewhere and didn’t call us to do it – Why?” How often do we hear this from advisers? Maybe you aren’t very good, or maybe they just don’t like you. Maybe that is why…but then, why would they have ever done business with you in the first place […]

Filed Under: Sales & Marketing for Professional Services Tagged With: adviser, brand marketing strategy, business advisory services, financial advice, financial adviser, financial adviser prospecting, financial advisor, financial advisor marketing, financial advisor prospecting. adviser coach, financial planning, financial services marketing, marketing advisor, practice management, referral, referral marketing, sales process, service marketing strategy, strategy marketing, Tony Vidler, value, value of advice, vidler, word of mouth marketing

Do You Practice Enough To Be A Champion Adviser?

04/03/2016 by Tony Vidler Leave a Comment

By Tony Vidler This is one of my favourite business quotes. My reason for pointing this out is because people keep forgetting it. If we turned temporarily from business to the world of sport – where success is often measured primarily by win/loss ratio’s -then I’d say that this is a favourite: My point in […]

Filed Under: Financial Planning, Practice Management, Sales & Marketing for Professional Services, Sales Tips Tagged With: advice process, adviser, advisor coach, brand marketing strategy, business advisory services, business coaching, business consulting, business mentor, business sale, business valuation, business value, buying a business, buying a practice, coach, coaching and mentoring, compliance, consultant, expert, expert witness, financial advice, financial adviser, financial adviser coach, financial adviser prospecting, financial adviser value proposition, financial advisor, financial advisor coach, financial advisor marketing, financial advisor prospecting. adviser coach, financial advisor value proposition, financial planning, financial services marketing, LinkedIn, marketing advisor, marketing proposition, mentor, networking, practice management, referral, referral marketing, regulation, sales process, sales skills, sales tools, selling a business, selling a practice, service marketing strategy, social marketing, social media, social networking, speaker, strategic value proposition, strategy marketing, strictly biz, Strictly business, Strictly Business Ltd, Tony Vidler, tools, Twitter, unique selling proposition, unique value proposition examples, value, value of advice, value proposition, value proposition example, value proposition examples, vidler, word of mouth marketing

Demonstrate Your Value And Prospects Will Choose You

29/02/2016 by Tony Vidler 1 Comment

By Tony Vidler Smart professional service firms today focus on demonstrating their value to prospects. Having a prospect who is interested enough to hear what you have to offer has always been a necessary step on the path to getting a client, and it obviously remains so today. However, who the prospect decides to continue […]

Filed Under: Financial Planning, Practice Management, Sales & Marketing for Professional Services, Sales Tips Tagged With: advice process, adviser, advisor coach, brand marketing strategy, business advisory services, business coaching, business consulting, business mentor, business sale, business valuation, business value, buying a business, buying a practice, coach, coaching and mentoring, compliance, consultant, expert, expert witness, financial advice, financial adviser, financial adviser coach, financial adviser prospecting, financial adviser value proposition, financial advisor, financial advisor coach, financial advisor marketing, financial advisor prospecting. adviser coach, financial advisor value proposition, financial planning, financial services marketing, LinkedIn, marketing advisor, marketing proposition, mentor, networking, practice management, referral, referral marketing, regulation, sales process, sales skills, sales tools, selling a business, selling a practice, service marketing strategy, social marketing, social media, social networking, speaker, strategic value proposition, strategy marketing, strictly biz, Strictly business, Strictly Business Ltd, Tony Vidler, tools, Twitter, unique selling proposition, unique value proposition examples, value, value of advice, value proposition, value proposition example, value proposition examples, vidler, word of mouth marketing

If you want prospects to “buy you”, then dumb it down!

26/02/2016 by Tony Vidler 2 Comments

by Tony Vidler One of the best tips I can give anyone in professional services is “dumb it down- but don’t treat people like dummies“. There is a big difference between “dumbing it down” and treating people like dummies too. The first is about simplifying the message in order to be effective, whereas the second […]

Filed Under: Best Practice Advice, Financial Planning, Practice Management, Sales & Marketing for Professional Services Tagged With: advice process, adviser, advisor coach, brand marketing strategy, business advisory services, business coaching, business consulting, business mentor, business sale, business valuation, business value, buying a business, buying a practice, coach, coaching and mentoring, compliance, consultant, expert, expert witness, financial advice, financial adviser, financial adviser coach, financial adviser prospecting, financial adviser value proposition, financial advisor, financial advisor coach, financial advisor marketing, financial advisor prospecting. adviser coach, financial advisor value proposition, financial planning, financial services marketing, LinkedIn, marketing advisor, marketing proposition, mentor, networking, practice management, referral, referral marketing, regulation, sales process, sales skills, sales tools, selling a business, selling a practice, service marketing strategy, social marketing, social media, social networking, speaker, strategic value proposition, strategy marketing, strictly biz, Strictly business, Strictly Business Ltd, Tony Vidler, tools, Twitter, unique selling proposition, unique value proposition examples, value, value of advice, value proposition, value proposition example, value proposition examples, vidler, word of mouth marketing

Being There. Maybe that is what Advisers are not doing well.

22/02/2016 by Tony Vidler 2 Comments

by Tony Vidler I’ve just been reading through a very interesting piece of research that came out of the last census here in NZ, compiled by Statistics NZ, and it immediately highlighted some problems in our process as advisers that suggest we may be missing the mark with many consumers. The key statistic that […]

Filed Under: Best Practice Advice, Financial Planning, Practice Management, Sales & Marketing for Professional Services Tagged With: advice process, adviser, advisor coach, brand marketing strategy, business advisory services, business coaching, business consulting, business mentor, business sale, business valuation, business value, buying a business, buying a practice, coach, coaching and mentoring, compliance, consultant, expert, expert witness, financial advice, financial adviser, financial adviser coach, financial adviser prospecting, financial adviser value proposition, financial advisor, financial advisor coach, financial advisor marketing, financial advisor prospecting. adviser coach, financial advisor value proposition, financial planning, financial services marketing, LinkedIn, marketing advisor, marketing proposition, mentor, networking, practice management, referral, referral marketing, regulation, sales process, sales skills, sales tools, selling a business, selling a practice, service marketing strategy, social marketing, social media, social networking, speaker, strategic value proposition, strategy marketing, strictly biz, Strictly business, Strictly Business Ltd, Tony Vidler, tools, Twitter, unique selling proposition, unique value proposition examples, value, value of advice, value proposition, value proposition example, value proposition examples, vidler, word of mouth marketing

You are probably closer to being “An Authority” than you realise.

19/02/2016 by Tony Vidler 2 Comments

by Tony Vidler IF you have bought into the key concept of providing good quality content, or information, to prospects in order to engage them until they are ready to use your services, the inevitable question becomes: “what do I provide in the way of content?” It seems a fair question too. Very few professional […]

Filed Under: Best Practice Advice, Financial Planning, Practice Management, Sales & Marketing for Professional Services Tagged With: advice process, adviser, advisor coach, brand marketing strategy, business advisory services, business coaching, business consulting, business mentor, business sale, business valuation, business value, buying a business, buying a practice, coach, coaching and mentoring, compliance, consultant, expert, expert witness, financial advice, financial adviser, financial adviser coach, financial adviser prospecting, financial adviser value proposition, financial advisor, financial advisor coach, financial advisor marketing, financial advisor prospecting. adviser coach, financial advisor value proposition, financial planning, financial services marketing, LinkedIn, marketing advisor, marketing proposition, mentor, networking, practice management, referral, referral marketing, regulation, sales process, sales skills, sales tools, selling a business, selling a practice, service marketing strategy, social marketing, social media, social networking, speaker, strategic value proposition, strategy marketing, strictly biz, Strictly business, Strictly Business Ltd, Tony Vidler, tools, Twitter, unique selling proposition, unique value proposition examples, value, value of advice, value proposition, value proposition example, value proposition examples, vidler, word of mouth marketing

Dumb business is converting only 1 in 10 prospects…

15/02/2016 by Tony Vidler Leave a Comment

by Tony Vidler Remember when everyone starting in a sales role was told to just “see the people, see the people, see the people!”? Remember when the expectation was that our fame and fortune would be assured if we worked the 10-3-1 formula? Call 10 people, and get appointments with 3 of them on average, […]

Filed Under: Best Practice Advice, Financial Planning, Practice Management, Sales & Marketing for Professional Services Tagged With: advice process, adviser, advisor coach, brand marketing strategy, business advisory services, business coaching, business consulting, business mentor, business sale, business valuation, business value, buying a business, buying a practice, coach, coaching and mentoring, compliance, consultant, expert, expert witness, financial advice, financial adviser, financial adviser coach, financial adviser prospecting, financial adviser value proposition, financial advisor, financial advisor coach, financial advisor marketing, financial advisor prospecting. adviser coach, financial advisor value proposition, financial planning, financial services marketing, LinkedIn, marketing advisor, marketing proposition, mentor, networking, practice management, referral, referral marketing, regulation, sales process, sales skills, sales tools, selling a business, selling a practice, service marketing strategy, social marketing, social media, social networking, speaker, strategic value proposition, strategy marketing, strictly biz, Strictly business, Strictly Business Ltd, Tony Vidler, tools, Twitter, unique selling proposition, unique value proposition examples, value, value of advice, value proposition, value proposition example, value proposition examples, vidler, word of mouth marketing