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 […]

How To Create The “AHA” With Clients (and get TOTAL buy-in)

by Tony Vidler It is tough in professional services to get clients to fully understand what you do, and where your knowledge and skills can make a difference in their lives.  Much of what we do is nebulous….intangible….conceptual….and full of what if’s? Getting a client to the AHA! moment where they get it, and understand […]

You know it is time to review the marketing plan when…

by Tony Vidler A real piece of conversation I had recently with an adviser: “When is the best time of the year to review my marketing plan?“ “Why do you think there is a best time of the year for that?“ “Because we should review our plans regularly shouldn’t we?“ “Sure, but what if the […]

Could Advisers Be DRIVING Clients To Online Providers?

by Tony Vidler Do advisers realise how much revenue is waiting for them inside their existing business? That was the question going through my mind as I listened to a fascinating presentation at a conference last week.  A business which provides outsourced client servicing solutions provided data on its experience with working with financial planning […]

The BIG ticks: Best articles for Professionals 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 […]

10 Mistakes That Advice Businesses Keep Making

by Tony Vidler I was given a challenge for a recent conference presentation:  Identify the top mistakes which hold advice businesses back from achieving their full potential. After much deliberation I settled on a list based upon what I continually observe in advice businesses – including financial planners, risk advisers, accountants, and lawyers).  In roughly […]

Does Social Media ACTUALLY work for financial advisers?

by Tony Vidler Social Media: Is it just a passing fad…or just an exercise in self-indulgent pseudo-popularity…..or does it actually work in growing a business? Remarkably, most professionals that I meet and talk to still put social media into the categories of “passing fad”, or a “teenager thing”, or (and this is my personal favourite!) […]

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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