When you cannot think of a better way to market yourself, try this.

by Tony Vidler When all else fails and you are at a loss to market your particular value as an adviser, the safest marketing path is to sell “convenience”. We all know, because we all do it, it is simply more convenient to go to the supermarket, than an array of specialty shops.  We will […]

Where’s the money in wealth management?

by Tony Vidler We are often led to believe that the demand for advisers specialising in wealth management primarily comes from those who are already wealthy. “Wealthy” is a relative concept of course and there are plenty of households with $150,000 p.a. income that feel anything but wealthy.  So talking about the ‘wealth management” covers […]

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 […]

Why Lawyers sell more than Financial Planners

by Tony Vidler Why is it that everyone tells jokes about lawyers and begrudges their work, yet lawyers tend to do pretty well in business? How is it that lawyers who tend to be pretty awful at marketing their services get so much business? Why is it that so many financial advisers actually have their […]

Do they know you value them?

by Tony Vidler Silent gratitude achieves nothing. Yet, gratitude is one of the most powerful emotions because it highlights to others that you value them, or what they have done. But gratitude is worthless if you never express it. I was reminded of this recently when I was pleasantly surprised to receive a thank you […]

Word of Mouth is where it is at!

by Tony Vidler Don’t get me wrong because I am a big fan of digital marketing and using social media to create an audience and engage with prospective customers… But word-of-mouth marketing is still where it’s at in professional services. Referrals, peer recommendations, centres-of-influence….people talking to people about professionals they trust and are happy with […]

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 […]

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.

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