WHOA…You want me to talk to clients how often?

by Tony Vidler “How much is too much contact?”   “How often is too often?” During a recent conference session these were the questions which kept getting thrown up by advisers struggling to work out what level of contact with customers was the “right amount”. Much of the incumbent thinking around these questions is in […]

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 […]

How do you stack up when I take a sneaky peek?

by Tony Vidler There has been a pretty significant change in recent years with the way that consumers decide how to choose a professional adviser I believe. Go back only 5 years or so and a peer recommendation would result in an enquiry.  That means if my friend and I chatted about who could help […]

Engage, Engage, Engage…make it a PROCESS

by Tony Vidler If real estate is driven by location, location, location, then surely the advice business is driven by engage, engage, engage. In a previous post I highlighted the problem with generating referrals consistently largely coming down to the lack of engagement with, and by, clients.  A process of engagement is also often the […]

The Gordian Knot of Getting Referrals

by Tony Vidler I am going to put it right out there and probably make a few new enemies: Pretty much all the referral generation techniques and methods you’ve ever been taught and have tried won’t work with the majority of consumers today. The great Gordian Knot for professional services is unravelling referral reluctance. One of […]

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 […]

You really do have to sell more stuff…REALLY.

by Tony Vidler This should be a self-evident truth that requires no explanation, but apparently it isn’t: Your clients will stay with you longer and be more valuable to you if you cross-sell multiple products and services to them. Yes, yes…I know…there is that word “sell” and it doesn’t always sit well with professional services […]

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. 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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