Complaints: Know when to fight…or just “fix it”

by Tony Vidler Customer complaints are a fact of life.  It is virtually impossible to run a service business where everyone is happy 100% of the time, as human beings are involved and they are unpredictable creatures.  The art of good customer complaint handling is knowing when to fight and when to just fix it. […]

How to help prospects decide to follow your advice

by Tony Vidler It would be a reasonable bet that every adviser has had clients or prospects as at some point: “what are others like us doing?” The very same behaviour that makes many consumers euphorically follow markets up, or despairingly follow the crowd trying to exit a market when prices slide, is evident at […]

Helping Consumers Compare Solutions Will Help Them Choose Their Adviser

by Tony Vidler If you haven’t done it yet, do yourself and potential clients a favour: Get the generic product or strategy information out of your financial plans or statements of advice, and put them on your website instead. The typical buying behaviour for discerning consumers today includes “research & learn” as they are increasingly […]

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 […]

Practice Growth Requires Leadership More Than Management

by Tony Vidler The most frequent thing I see that holds advisers back from developing their dream business is a lack of vision. I don’t mean “vision” in the namby-pamby buzz-word sense of having a beautiful set of words on a plaque on a wall that nobody can understand.  A clear vision in practical terms […]

Getting Introduced and Creating A Position Of Authority

by Tony Vidler Everyone knows that the real power in referral marketing is the “transfer of trust” by the referrer, and how that creates positioning and authority for the person being referred.  What isn’t quite as well known is that a position of authority can be created with a simple introduction – even by a […]

How to work out which digital tactics have a great chance of succeeding


by Tony Vidler Imagine if we didn’t have Google, or any search engine for that matter.  Imagine how difficult it would be to find anything particular on the internet if we had no search engine at all, and every search began with us just starting at some random point and then trawling through a mass […]

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.


Get every new post delivered to your Inbox.

Join 12,974 other followers