Professional Triage: Targeting The Immediate Need
A huge mistake many advisers make is trying to deliver comprehensive advice to a client concerned only with an immediate need. Tony Vidler says advisers...
Who is Paying Whom for Financial Advice?
GUEST COLUMNIST – TONY VIDLER
Who is paying whom for financial advice will become the biggest question in consumers' minds as the industry stakeholders continually...
Strong Agreement on Client Contact – Poll Result
The results of our latest poll indicate that a significant majority of advisers believe that regular, personalised contact with their clients indeed leads to...
Slow Down and Get Better Results
GUEST COLUMNIST – TONY VIDLER
To get better results one usually has to change something and sometimes, strangely enough, better results can be achieved from...
Financial Advice Firm Partners with Plunket
Haven Financial Advisers has announced a new partnership with Whānau Āwhina Plunket, which the firm says reinforces its commitment to building brighter futures for...
Simple Prospecting System From the World’s Greatest Ever Salesman
GUEST COLUMNIST - TONY VIDLER
According to the Guinness Book Of World Records the greatest salesman in the world was Joe Girard, writes business coach...
Regular Client Engagement Critical in Retention
Client engagement is high on the agenda at Australian firm Newlane Risk, where it uses every policy anniversary to contact the relevant client for...
Sell Holes, Not Drills, to Get More Customers
GUEST COLUMNIST - TONY VIDLER
When people go to the hardware store and buy a fantastic electric drill they are not usually terribly interested in...
The Tight Five – How to Generate New Business
GUEST COLUMNIST – TONY VIDLER
When it comes to building an audience of influencers, advocates, and fans who will all send business your way, it...