Sales Technique Is The Key To Opening Minds

by Tony Vidler Despite the focus on our increased technical knowledge and the emphasis upon good process, financial advisers continually find themselves being called upon to “sell”. A large problem for many newer advisers is that nobody is teaching them how to sell.  And being able to sell is critical to being able to open […]

Do you know your 2 most important marketing numbers?

by Tony Vidler Of all the numbers we deal with, which are the two most important numbers for determining whether a professional services firm is a good, or a bad, business model? Most people guess “Profit” as one of the answers….but it is not one of them. Profit is important of course, but it is […]

Could you be a Thought Leader in your field?

by Tony Vidler A big phrase of the moment for anyone in professional services is “Thought Leadership”. Everywhere you turn someone is writing or saying “be a thought leader”…and nearly every audience asks “what is a Thought Leader, and how do you get there?” To put it in its most simple terms, it is the […]

The BIG ticks: Best articles for professionals this week

best marketing ideas for financial advisors

By Tony Vidler The articles that I spotted this week that make you think in new ways, or new directions….the “best of the best” for me….are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read. There is so […]

Complaints: Where is your exposure in reality?

oh crap!

by Tony Vidler Whenever the topic of the “advice process”, or compliance, comes up most advisers imagine themselves as the plane: Sure it is a drag for everyone involved – including clients – when compliance requires a bunch of stuff being put into writing that nobody involved in the process actually is terribly interested in. […]

Have you figured out where your low-hanging fruit is?

by Tony Vidler Have you ever thought about where the easiest wins are in getting new business? Or if you prefer; where the low-hanging fruit is? There will be latent opportunities inside most professionals businesses, and usually those opportunities are taken on an ad hoc, or reactive, basis rather than being planned and well executed […]

How 1 successful Financial Planner gets new business (part 2)

by Tony Vidler Professionals are always interested in what other professionals are doing that leads to them becoming successful.  The constant question is: “What are others doing that are successful for them?” In the previous post one leading financial planner shared where he gets his new business from, and the biggest proportion by far is […]

Tony Vidler

Tony Vidler

Adviser to the Advice Industry, CFP, CLU, ChFC

All business is marketing, and the top priority in marketing is getting your brand right. The key element of that is your value proposition.

You are the brand, and your value proposition is what your brand will be known for.

I help advisers create the branding and positioning they want, so they get known and get more customers. Named as one of the Top 250 Online Influencers in financial services globally, and in the 50 Most Influential people in financial services in Australasia...I know how to help people build a profile and get noticed for the right reasons.

I've been working in the NZ financial services industry in advisory and management capacities since 1990, beginning as a tied life agent. My career has involved agency management roles; starting, growing and selling a sizeable investment and insurance brokerage of my own; business development of hundreds of advisors; professional development and the evolution of regulation in the NZ industry; executive sales and marketing management; and a leading figure in the NZ financial services industry for many years. In addition to running my own coaching and consulting business, I've served as Chairman of the Board of the Institute of Financial Advisors, and was a Director of the Institute for 8 years. Leading the professional development of the industry as Chair of the Professional Development Committee, Chair of the College of Insurance Advisers and as a member of the Certification Committee at various times. A regularly sought after & entertaining speaker on sales, marketing and professional development in NZ and overseas, I am also a regular writer with a large social media following. I remain remarkably passionate about creating an advisory profession and building better businesses. I'm an innovative strategic thinker with the ability to teach people very quickly how to apply ideas in practical ways.

Fuelled by good food, great wine, laughter and the love of learning and sharing.


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