An old-fashioned attention-grabbing technique that still works!

by Tony Vidler In the bid to cut through the clutter and noise that surrounds prospects today we often overlook the simple things that used to work – and still will if we use them. One of the old fashioned methods of getting a prospects attention, and creating some interest or intrigue immediately, is to […]

Encouraging clients to save with The 10/30/60 Rule

by Tony Vidler One of the biggest issues for advisers is encouraging clients to save for later now.  Deferring instant gratification and the constant challenge of “we wants” is a significant hurdle, even in countries where compulsory or incentivised retirement savings schemes exist. A fascinating piece of work for any advisers working with retirement planning […]

The BIG ticks: Best articles for financial advisers this week

Best tips of the week 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 professional advisers. These are the highlights from the week that you should stop and read. There is so much good stuff […]

3 simple steps to delivering Value

by Tony Vidler Sometimes when professional advisers are struggling to engage meaningfully with clients, or struggling to get clients to engage at all, the solution is to go back to the very basics and question whether you are meeting the most essential demands of the customers. Are you delivering what they actually value? In the […]

When you cannot think of a better way to market yourself, try this.

by Tony Vidler When all else fails and you are at a loss to market your particular value as an adviser, the safest marketing path is to sell “convenience”. We all know, because we all do it, it is simply more convenient to go to the supermarket, than an array of specialty shops.  We will […]

Where’s the money in wealth management?

by Tony Vidler We are often led to believe that the demand for advisers specialising in wealth management primarily comes from those who are already wealthy. “Wealthy” is a relative concept of course and there are plenty of households with $150,000 p.a. income that feel anything but wealthy.  So talking about the ‘wealth management” covers […]

The BIG ticks: Best articles for financial advisers this week

Best tips of the week 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 professional advisers. These are the highlights from the week that you should stop and read. There is so much good stuff […]

about.me

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. 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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