The 5 Essential “Soft Skills” For Professional Advisers

The Soft Skills

by Tony Vidler Technical knowledge will only take you so far, but you know that. Some soft skills need to accompany all that technical smarts if you want to really succeed as a professional.  You need a bit more than just a firm handshake and a nice smile in the way of “soft skills” these […]

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 […]

Work out where the real money – and future – is in your business.

by Tony Vidler Let’s talk about one of those elephant in the room things: not all clients are equal for a professional service firm. As human beings they might all be equal, but as clients they are not. Each client relationship has a commercial value….and a commercial cost.  Each therefore has varying profitability, and at […]

4 keys to making your emails effective marketing tools!

by Tony Vidler There is no doubt that the most frequently used method of business communication today is still email.  One could go so far as to say it is still the dominant digital marketing medium. It begs the question “why don’t more professionals put more effort into making it a central part of their […]

“Be Someone” if you want to stand out and succeed.

by Tony Vidler A professional service business built around a product is not a good service business. A professional service business should be built around either the “service” part, or the “professional” part.  Or perhaps both. Many of todays professionals seem to still not get it though, and think marketing is about promoting product solutions. […]

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 […]

Damn! You missed the “social media” wave? I don’t think so…

by Tony Vidler I just don’t get it. After years of NOT adopting what is simply an evolution in communication methods, there is a mood amongst many professionals that they have “missed the wave”. You may as well say you’ve “missed the wave” on emails and websites.  Or it is too late to learn texting.  Or […]

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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