Why not have all customers as “A” Clients?

by Tony Vidler The concept of segmenting clients into different categories is driven by the desire to introduce efficiency into a practice while recognising that not all clients are of equal value to the firm.  It is also a way of recognising that not all clients provide the same opportunity, or potential, to grow with […]

One Fast-Track Method To Establishing A Reputation As An Expert

by Tony Vidler Personal reputation is more important than ever before, and not just because more people are googling you before deciding to meet with you. One of the other main reasons your professional reputation matters so much is because it is increasingly a driver of professional referrals. Professional referrals are those where a client […]

The 5 Things That Separate Modern Professionals From The Past

by Tony Vidler There is no doubt that financial advisory practices are evolving rapidly into professional practices, with many already fully there.  There is also no doubt that a number of financial advisers and practices are struggling to evolve, and are firmly rooted in transactional, product-focussed, business models. The more you compare the two – […]

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 […]

Here is a simple way to boost your ROI with your daily emails

by Tony Vidler A colleague who specialises in building email marketing platform and all the associated elements that go with it was swapping notes with me this week about a joint account we are both working with, and he casually dropped into the conversation that a single banner ad on the clients in-house email system […]

The Number 1 LinkedIn Tip to help you get found by prospects

by Tony Vidler Anyone who has ever read anything about marketing knows that the headline, or subject line, matter enormously. Especially as we only have between 3 and 8 seconds to get prospective readers to decided to engage or not… The headline is the gateway to engagement. And it is the area on many professionals […]

How can you be sure your advice passes the test?

by Tony Vidler One of the great recurring questions from advisers in the regulated environment is “how can I be sure that my advice will pass the test?” It is a great question given that often the test is somewhat vague, and is applied in a variety of jurisdictions, and by a variety of “judges”. […]


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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