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 […]

Something old, something new…is something borrowed just for you!

While you were out

by Tony Vidler I heard a wonderful example of blending old world and modern technology that generates excellent engagement and response for the adviser who told me about it. As you might expect this particular gentleman is a veteran who started way back about the time Noah was working out how build his first Ark, […]

How to create engaging conversations

by Tony Vidler Creating engaging conversations with people you don’t know well, or who feel they don’t know you well enough, is one of the tough parts of a professionals job. There’s a great technique for engaging with those tough-to-talk-to clients, who you just sometimes struggle to get a conversation going with. It de-personalises the […]

“3″ Is The Key For Effective Client Presentations

by Tony Vidler 3 is the magic presentation number. It is a well established principle that people absorb information best when it is presented in 3 points…and while listing your best 3 features or benefits is more effective than listing your top 10 to most consumers, applying a bit of structure to the 3 points […]

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 […]

A Great Way To Present Professional Collaboration to Clients

by Tony Vidler Consumers usually want fairly straightforward outcomes from advisers, but getting those outcomes increasingly requires the involvement of more than one professional adviser these days. As our professional world gets more complex, and advisers increasingly specialise in highly technical areas and only deal with one element of a consumers needs, there does seem […]

You can improve your effectiveness with quick a “kerbside” review!

by Tony Vidler One of the most effective Professional Development tools that any professional can use is one that takes only a couple of minutes after each client meeting. It is the “kerbside review” (apologies to the Anglophiles for the American spelling – but this concept did originate in America I believe!) It provides a […]

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.

Follow

Get every new post delivered to your Inbox.

Join 6,353 other followers