Are Advisers Compliance Fears Costing Them Clients?

by Tony Vidler If there is one area that continues to bug me about advice process it is the “Scope of Service” documents that are used by so many advisers.  Too often they are just rubbish. If I was a consumer I wouldn’t engage the adviser either on the basis of the menu of “services” […]

One thing we should learn from the Robo’s…

by Tony Vidler Like it or not, we have to accept that the “Robo’s” do some things better than human advisers do…especially when it comes to removing barriers for consumers to engage. If we look at any of the good online retailers or service providers – whether it is in financial services or selling books […]

Sweat the small stuff: it is what we CAN control!


by Tony Vidler One of the most brilliant strategies I remember ever hearing was the “Broken Windows” concept, which was used in New York as a method of creating safer public transport to begin with, but rapidly gained traction elsewhere. The concept was a brilliantly simple one: focus resources on the easy wins initially, which […]

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 […]

Why Your Practice Needs 2 Marketing Strategies

by Tony Vidler “How much would you spend to get a new client onboard?” While the answer will vary for everyone of course, the typical answer I hear from advisers is “it depends, but maybe a couple of hundred dollars” Generally professionals recognise the potential lifetime value of a client and are prepared to invest […]

1 Way To Get Ideal Prospects To Engage AND Also Make Top Clients Happy

by Tony Vidler An incredibly effective method of marketing for professionals is running client events, however the challenge is getting a decent return on the investment of time  and money. Big events where dozens of clients can be entertained have their merits (especially when it comes to educating or transferring knowledge) but rarely do much […]

How to protect your brand and reputation on social media

by Tony Vidler If there is one golden rule of using social media that we should constantly refer to, it is “Think before you Tweet“.  Or “Facebook”…or “Tumblr”…or post anything on any online channel. In recent times an adviser in Australia lost his job, and possibly his career, over a a mini-rant against a politician. […]

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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